LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11B
1-Year Est. Return 11.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.93B
AUM Growth
-$427M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
669
New
Increased
Reduced
Closed

Top Buys

1
+$45.2M
2
+$23M
3
+$22.3M
4
FDS icon
Factset
FDS
+$16.4M
5
VEEV icon
Veeva Systems
VEEV
+$12.7M

Top Sells

1
+$27.5M
2
+$15M
3
+$12.4M
4
DIS icon
Walt Disney
DIS
+$10.5M
5
MSFT icon
Microsoft
MSFT
+$10.2M

Sector Composition

1 Technology 38.33%
2 Healthcare 16.32%
3 Consumer Discretionary 10.8%
4 Financials 10.77%
5 Communication Services 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$105K ﹤0.01%
+825
352
$104K ﹤0.01%
5,000
-720
353
$103K ﹤0.01%
535
354
$101K ﹤0.01%
3,000
355
$100K ﹤0.01%
500
356
$99.8K ﹤0.01%
1,122
357
$99K ﹤0.01%
4,000
358
$98.9K ﹤0.01%
2,127
359
$98.3K ﹤0.01%
944
+287
360
$97.8K ﹤0.01%
2,000
361
$94.6K ﹤0.01%
1,595
362
$91.8K ﹤0.01%
1,357
-153
363
$91.1K ﹤0.01%
1,300
-1,161
364
$89.5K ﹤0.01%
1,216
-175
365
$89.4K ﹤0.01%
1,800
366
$88.7K ﹤0.01%
2,286
367
$87.4K ﹤0.01%
757
+657
368
$87.2K ﹤0.01%
2,237
-300
369
$85.7K ﹤0.01%
947
+260
370
$85.6K ﹤0.01%
758
371
$84.7K ﹤0.01%
2,666
372
$84.6K ﹤0.01%
+2,851
373
$84.1K ﹤0.01%
450
374
$84.1K ﹤0.01%
5,397
375
$83.1K ﹤0.01%
+2,131
13 14
15
16 17