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
401
$75.2K ﹤0.01%
+486
402
$75K ﹤0.01%
+633
403
$73.4K ﹤0.01%
800
404
$73.4K ﹤0.01%
900
405
$69K ﹤0.01%
450
406
$68.7K ﹤0.01%
+1,581
407
$67.5K ﹤0.01%
1,271
408
$67.5K ﹤0.01%
1,100
409
$65.6K ﹤0.01%
1,840
-1,130
410
$65K ﹤0.01%
1,653
411
$64.9K ﹤0.01%
4,303
412
$64.9K ﹤0.01%
1,350
413
$64.2K ﹤0.01%
350
414
$63.4K ﹤0.01%
877
415
$61.1K ﹤0.01%
600
416
$56.4K ﹤0.01%
360
-975
417
$54.3K ﹤0.01%
+393
418
$53.8K ﹤0.01%
500
419
$53.7K ﹤0.01%
425
420
$52.9K ﹤0.01%
1,400
421
$52.3K ﹤0.01%
400
422
$52.3K ﹤0.01%
356
-150
423
$51.7K ﹤0.01%
+296
424
$51.4K ﹤0.01%
695
425
$51.3K ﹤0.01%
937
15 16
17
18 19