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
376
$65.1K ﹤0.01%
896
377
$64.6K ﹤0.01%
1,350
378
$64.5K ﹤0.01%
600
379
$64.4K ﹤0.01%
1,105
-300
380
$62.6K ﹤0.01%
400
381
$62.2K ﹤0.01%
350
382
$61.8K ﹤0.01%
69
383
$60.6K ﹤0.01%
800
-12
384
$60.4K ﹤0.01%
620
385
$57.2K ﹤0.01%
1,653
386
$51.3K ﹤0.01%
2,174
+124
387
$50.3K ﹤0.01%
499
388
$49.4K ﹤0.01%
1,004
389
$48.5K ﹤0.01%
2,000
390
$47.5K ﹤0.01%
200
391
$47.3K ﹤0.01%
135
392
$45.2K ﹤0.01%
937
393
$44.2K ﹤0.01%
695
394
$44K ﹤0.01%
1,310
395
$43.8K ﹤0.01%
1,595
396
$43.8K ﹤0.01%
930
397
$43.5K ﹤0.01%
443
398
$42.4K ﹤0.01%
837
399
$42.1K ﹤0.01%
1,527
400
$41.9K ﹤0.01%
425
14 15
16
17 18