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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
BSX icon
401
Boston Scientific
BSX
$66.1B
$76.2K ﹤0.01%
1,233
CVS icon
402
CVS Health
CVS
$130B
$75.1K ﹤0.01%
947
-7,753
COGT icon
403
Cogent Biosciences
COGT
$6.41B
$72.7K ﹤0.01%
2,000
+1,000
TW icon
404
Tradeweb Markets
TW
$20.5B
$67.4K ﹤0.01%
555
-145
MAR icon
405
Marriott International
MAR
$101B
$67.3K ﹤0.01%
+190
IGSB icon
406
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.3B
$66.8K ﹤0.01%
1,271
XBI icon
407
State Street SPDR S&P Biotech ETF
XBI
$9.25B
$64.7K ﹤0.01%
500
SHM icon
408
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.46B
$64.7K ﹤0.01%
1,350
EFOR
409
Everforth Inc
EFOR
$751M
$64.4K ﹤0.01%
1,822
APP icon
410
Applovin
APP
$156B
$63.8K ﹤0.01%
163
+28
NXT icon
411
Nextpower Inc
NXT
$17.5B
$59K ﹤0.01%
500
SEDG icon
412
SolarEdge
SEDG
$3.03B
$58.5K ﹤0.01%
1,400
PRU icon
413
Prudential Financial
PRU
$36.9B
$58.1K ﹤0.01%
600
SOLV icon
414
Solventum
SOLV
$13.1B
$57.7K ﹤0.01%
877
AMTM
415
Amentum Holdings
AMTM
$4.98B
$57.2K ﹤0.01%
2,174
TOL icon
416
Toll Brothers
TOL
$15.1B
$56.7K ﹤0.01%
+405
EEM icon
417
iShares MSCI Emerging Markets ETF
EEM
$29.8B
$56.7K ﹤0.01%
937
LNC icon
418
Lincoln National
LNC
$6.93B
$56.5K ﹤0.01%
1,653
-104
ARM icon
419
Arm
ARM
$384B
$55.8K ﹤0.01%
375
ENPH icon
420
Enphase Energy
ENPH
$6.3B
$55K ﹤0.01%
1,765
+25
AON icon
421
Aon
AON
$69.5B
$54.4K ﹤0.01%
174
WBD icon
422
Warner Bros
WBD
$68.2B
$52.3K ﹤0.01%
+1,907
NVT icon
423
nVent Electric
NVT
$27.1B
$52.2K ﹤0.01%
400
RAL
424
Ralliant Corp
RAL
$8.08B
$51.5K ﹤0.01%
1,134
-384
SIRI icon
425
SiriusXM
SIRI
$9.39B
$50.5K ﹤0.01%
2,130
15 16
17
18 19