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
376
$98.2K ﹤0.01%
1,105
377
$97.3K ﹤0.01%
1,555
378
$96.8K ﹤0.01%
+1,000
379
$95.4K ﹤0.01%
4,000
380
$95.3K ﹤0.01%
4,500
381
$95K ﹤0.01%
4,097
-500
382
$94.5K ﹤0.01%
+1,397
383
$93K ﹤0.01%
7,107
384
$92.8K ﹤0.01%
3,000
385
$91.5K ﹤0.01%
620
386
$90.9K ﹤0.01%
150
387
$90.4K ﹤0.01%
1,118
388
$89.8K ﹤0.01%
1,931
389
$89.7K ﹤0.01%
810
390
$89.5K ﹤0.01%
1,000
-820
391
$89.2K ﹤0.01%
6,917
392
$87.4K ﹤0.01%
749
393
$87.3K ﹤0.01%
210
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394
$81.1K ﹤0.01%
1,800
395
$81.1K ﹤0.01%
1,822
396
$80K ﹤0.01%
69
397
$79.8K ﹤0.01%
335
-140
398
$79.6K ﹤0.01%
135
399
$78.2K ﹤0.01%
1,202
400
$75.5K ﹤0.01%
950
14 15
16
17 18