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
$11.3B
AUM Growth
+$1.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
572
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$11.8M
3
+$9.22M
4
DKS icon
Dick's Sporting Goods
DKS
+$9.09M
5
VEEV icon
Veeva Systems
VEEV
+$8.73M

Top Sells

1
+$22.6M
2
+$10.7M
3
+$7.3M
4
PGR icon
Progressive
PGR
+$5.02M
5
TJX icon
TJX Companies
TJX
+$4.86M

Sector Composition

1 Technology 40.61%
2 Healthcare 15.23%
3 Consumer Discretionary 10.81%
4 Financials 10.75%
5 Communication Services 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$94K ﹤0.01%
4,597
352
$93.2K ﹤0.01%
6,250
353
$93K ﹤0.01%
3,000
354
$91.2K ﹤0.01%
285
355
$91K ﹤0.01%
1,822
356
$90.1K ﹤0.01%
4,303
357
$85.9K ﹤0.01%
985
358
$84.6K ﹤0.01%
1,202
-708
359
$83.9K ﹤0.01%
749
360
$82.1K ﹤0.01%
1,118
361
$80.9K ﹤0.01%
900
362
$79.8K ﹤0.01%
380
363
$78.6K ﹤0.01%
+966
364
$77.7K ﹤0.01%
1,931
365
$76.6K ﹤0.01%
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-300
366
$76.1K ﹤0.01%
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367
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450
368
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950
369
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370
$73.1K ﹤0.01%
1,100
371
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372
$69.1K ﹤0.01%
960
373
$68.3K ﹤0.01%
506
-150
374
$67.1K ﹤0.01%
1,271
375
$66.5K ﹤0.01%
877
13 14
15
16 17