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
$11.4B
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
NEM icon
376
Newmont
NEM
$119B
$98.2K ﹤0.01%
1,105
TTE icon
377
TotalEnergies
TTE
$176B
$97.3K ﹤0.01%
1,555
SN icon
378
SharkNinja
SN
$14.1B
$96.8K ﹤0.01%
+1,000
WY icon
379
Weyerhaeuser
WY
$16.9B
$95.4K ﹤0.01%
4,000
EML icon
380
Eastern Company
EML
$126M
$95.3K ﹤0.01%
4,500
HPE icon
381
Hewlett Packard
HPE
$28.7B
$95K ﹤0.01%
4,097
-500
IEMG icon
382
iShares Core MSCI Emerging Markets ETF
IEMG
$135B
$94.5K ﹤0.01%
+1,397
RIVN icon
383
Rivian
RIVN
$18.4B
$93K ﹤0.01%
7,107
EPD icon
384
Enterprise Products Partners
EPD
$80B
$92.8K ﹤0.01%
3,000
LRCX icon
385
Lam Research
LRCX
$265B
$91.5K ﹤0.01%
620
NOC icon
386
Northrop Grumman
NOC
$104B
$90.9K ﹤0.01%
150
TD icon
387
Toronto Dominion Bank
TD
$156B
$90.4K ﹤0.01%
1,118
FE icon
388
FirstEnergy
FE
$29.6B
$89.8K ﹤0.01%
1,931
TW icon
389
Tradeweb Markets
TW
$26.5B
$89.7K ﹤0.01%
810
DGRW icon
390
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$15.6B
$89.5K ﹤0.01%
1,000
-820
UBCP icon
391
United Bancorp
UBCP
$87.9M
$89.2K ﹤0.01%
6,917
EFG icon
392
iShares MSCI EAFE Growth ETF
EFG
$9.27B
$87.4K ﹤0.01%
749
TT icon
393
Trane Technologies
TT
$93.5B
$87.3K ﹤0.01%
210
+193
PRGS icon
394
Progress Software
PRGS
$1.44B
$81.1K ﹤0.01%
1,800
ASGN icon
395
ASGN Inc
ASGN
$1.5B
$81.1K ﹤0.01%
1,822
KLAC icon
396
KLA
KLAC
$186B
$80K ﹤0.01%
69
FDX icon
397
FedEx
FDX
$82.7B
$79.8K ﹤0.01%
335
-140
APP icon
398
Applovin
APP
$155B
$79.6K ﹤0.01%
135
MCHP icon
399
Microchip Technology
MCHP
$33.5B
$78.2K ﹤0.01%
1,202
PFG icon
400
Principal Financial Group
PFG
$18.6B
$75.5K ﹤0.01%
950
14 15
16
17 18