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
401
$41.5K ﹤0.01%
500
402
$41.3K ﹤0.01%
130
403
$40.9K ﹤0.01%
463
404
$40.3K ﹤0.01%
165
405
$40.1K ﹤0.01%
1,102
406
$39.9K ﹤0.01%
375
407
$38.4K ﹤0.01%
666
408
$37.1K ﹤0.01%
1,225
409
$36.8K ﹤0.01%
494
410
$36.5K ﹤0.01%
400
411
$36.4K ﹤0.01%
355
412
$35.8K ﹤0.01%
4,366
413
$35.1K ﹤0.01%
2,300
-396
414
$34.7K ﹤0.01%
828
-185
415
$34.7K ﹤0.01%
332
416
$34.5K ﹤0.01%
935
417
$34.2K ﹤0.01%
67
418
$33.4K ﹤0.01%
412
419
$32.4K ﹤0.01%
900
420
$32K ﹤0.01%
300
421
$31.7K ﹤0.01%
3,549
422
$31.6K ﹤0.01%
151
423
$31.6K ﹤0.01%
500
424
$31.4K ﹤0.01%
1,492
425
$30.7K ﹤0.01%
590
15 16
17
18 19