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
$9.98B
AUM Growth
-$1.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1 +$62.4M
2 +$34M
3 +$26.2M
4
NVDA icon
NVIDIA
NVDA
+$14M
5
VEEV icon
Veeva Systems
VEEV
+$13.6M

Top Sells

1 +$46.1M
2 +$26.7M
3 +$18.5M
4
AMT icon
American Tower
AMT
+$13M
5
PAYC icon
Paycom
PAYC
+$12.3M

Sector Composition

1 Technology 30.8%
2 Healthcare 15.78%
3 Consumer Discretionary 13.34%
4 Communication Services 11.73%
5 Financials 10.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GM icon
376
General Motors
GM
$70.8B
$104K ﹤0.01%
1,360
-100
IEMG icon
377
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$104K ﹤0.01%
1,397
AJG icon
378
Arthur J. Gallagher & Co
AJG
$56.4B
$104K ﹤0.01%
485
+190
MNRO icon
379
Monro
MNRO
$518M
$102K ﹤0.01%
6,250
HPE icon
380
Hewlett Packard
HPE
$37.1B
$102K ﹤0.01%
4,097
NOC icon
381
Northrop Grumman
NOC
$83.5B
$101K ﹤0.01%
150
FE icon
382
FirstEnergy
FE
$28.7B
$99.3K ﹤0.01%
1,931
CPNG icon
383
Coupang
CPNG
$37.6B
$98.8K ﹤0.01%
5,000
WY icon
384
Weyerhaeuser
WY
$18B
$98.6K ﹤0.01%
4,000
EML icon
385
Eastern Company
EML
$133M
$97.8K ﹤0.01%
4,500
VLO icon
386
Valero Energy
VLO
$69.9B
$95.5K ﹤0.01%
400
+200
AVAV icon
387
AeroVironment
AVAV
$10.2B
$89.9K ﹤0.01%
500
SJM icon
388
J.M. Smucker
SJM
$10.3B
$89.6K ﹤0.01%
986
EFG icon
389
iShares MSCI EAFE Growth ETF
EFG
$14.9B
$88.7K ﹤0.01%
749
GWW icon
390
W.W. Grainger
GWW
$55.1B
$87.9K ﹤0.01%
75
-25
PFG icon
391
Principal Financial Group
PFG
$21B
$87.2K ﹤0.01%
950
MCHP icon
392
Microchip Technology
MCHP
$49B
$86K ﹤0.01%
1,202
MDB icon
393
MongoDB
MDB
$20.7B
$85.9K ﹤0.01%
380
VST icon
394
Vistra
VST
$53.1B
$85.1K ﹤0.01%
550
DXCM icon
395
DexCom
DXCM
$24.2B
$85K ﹤0.01%
1,328
-660
LNG icon
396
Cheniere Energy
LNG
$54B
$85K ﹤0.01%
+320
SRE icon
397
Sempra
SRE
$61.4B
$79.1K ﹤0.01%
800
NTES icon
398
NetEase
NTES
$69.9B
$78.9K ﹤0.01%
700
STZ icon
399
Constellation Brands
STZ
$27.6B
$78.1K ﹤0.01%
470
KVUE icon
400
Kenvue
KVUE
$33.6B
$76.7K ﹤0.01%
4,423
+834