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
401
$63.1K ﹤0.01%
500
402
$61.7K ﹤0.01%
1,300
403
$60.6K ﹤0.01%
6,352
404
$59.4K ﹤0.01%
500
405
$59.1K ﹤0.01%
408
406
$58.8K ﹤0.01%
686
407
$57.7K ﹤0.01%
800
408
$57.1K ﹤0.01%
+750
409
$56.4K ﹤0.01%
1,485
410
$56.2K ﹤0.01%
493
-129
411
$55.4K ﹤0.01%
115
412
$55K ﹤0.01%
600
413
$54.3K ﹤0.01%
1,186
-570
414
$52.1K ﹤0.01%
2,253
415
$51.3K ﹤0.01%
250
-41
416
$51.1K ﹤0.01%
435
-473
417
$50.9K ﹤0.01%
569
418
$50.4K ﹤0.01%
1,500
419
$49.8K ﹤0.01%
900
420
$49.4K ﹤0.01%
400
421
$48.7K ﹤0.01%
1,100
422
$48.5K ﹤0.01%
457
423
$48.1K ﹤0.01%
1,004
424
$47.8K ﹤0.01%
1,035
+600
425
$46.9K ﹤0.01%
400
15 16
17
18 19