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
376
$82.8K ﹤0.01%
+1,093
377
$82.3K ﹤0.01%
2,409
-4,609
378
$80.8K ﹤0.01%
1,055
+195
379
$80.7K ﹤0.01%
10,141
-100
380
$78.8K ﹤0.01%
1,510
381
$78.5K ﹤0.01%
4,500
-2,500
382
$77.9K ﹤0.01%
3,040
-1,097
383
$76.1K ﹤0.01%
331
384
$75.6K ﹤0.01%
100
385
$75.4K ﹤0.01%
+2,000
386
$74.6K ﹤0.01%
+400
387
$74.1K ﹤0.01%
6,917
388
$73.6K ﹤0.01%
1,233
+881
389
$72.6K ﹤0.01%
+1,047
390
$70.6K ﹤0.01%
1,931
391
$70.2K ﹤0.01%
300
-145
392
$70.1K ﹤0.01%
321
393
$69.1K ﹤0.01%
4,395
-9,546
394
$68.5K ﹤0.01%
1,304
395
$68K ﹤0.01%
656
-120
396
$67K ﹤0.01%
950
397
$66.1K ﹤0.01%
1,217
+220
398
$65.9K ﹤0.01%
2,500
-66
399
$64.6K ﹤0.01%
2,508
-730
400
$63.7K ﹤0.01%
924
-69
14 15
16
17 18