LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $9.98B
1-Year Est. Return 4.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+4.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.4B
AUM Growth
+$81.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$46M
2
+$15.7M
3
+$11.1M
4
NVDA icon
NVIDIA
NVDA
+$10.2M
5
VEEV icon
Veeva Systems
VEEV
+$9.35M

Top Sells

1
+$48.4M
2
+$28.7M
3
+$25.9M
4
MSFT icon
Microsoft
MSFT
+$15.9M
5
FDS icon
Factset
FDS
+$12.3M

Sector Composition

1 Technology 38.27%
2 Healthcare 16.17%
3 Consumer Discretionary 11.31%
4 Financials 10.6%
5 Communication Services 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$144K ﹤0.01%
1,295
352
$142K ﹤0.01%
8,000
353
$141K ﹤0.01%
1,988
354
$137K ﹤0.01%
1,700
355
$133K ﹤0.01%
3,000
356
$131K ﹤0.01%
2,735
357
$128K ﹤0.01%
2,475
358
$128K ﹤0.01%
3,835
359
$126K ﹤0.01%
1,890
-2,950
360
$125K ﹤0.01%
380
361
$125K ﹤0.01%
500
362
$125K ﹤0.01%
4,456
-10,284
363
$125K ﹤0.01%
2,455
364
$123K ﹤0.01%
837
365
$121K ﹤0.01%
+5,031
366
$120K ﹤0.01%
1,552
367
$119K ﹤0.01%
1,570
-220
368
$117K ﹤0.01%
1,100
369
$114K ﹤0.01%
6,250
370
$113K ﹤0.01%
400
+115
371
$109K ﹤0.01%
1,986
372
$105K ﹤0.01%
550
373
$104K ﹤0.01%
1,233
374
$103K ﹤0.01%
700
375
$101K ﹤0.01%
1,437
13 14
15
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