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
426
– –
0
427
$45.1K ﹤0.01%
350
428
$44.7K ﹤0.01%
805
429
$43.5K ﹤0.01%
610
+490
430
$43.1K ﹤0.01%
300
431
$43K ﹤0.01%
275
432
$42.9K ﹤0.01%
367
433
$42.6K ﹤0.01%
2,301
434
$42K ﹤0.01%
1,225
435
$41.7K ﹤0.01%
718
-200
436
$41.3K ﹤0.01%
384
437
$41.1K ﹤0.01%
881
438
$40.8K ﹤0.01%
1,218
439
$37.9K ﹤0.01%
1,527
440
$37.9K ﹤0.01%
4,243
441
$37.8K ﹤0.01%
288
442
$37.3K ﹤0.01%
350
443
$36.6K ﹤0.01%
900
444
$35.9K ﹤0.01%
930
445
$35.5K ﹤0.01%
2,093
-1,000
446
$35.1K ﹤0.01%
850
-2,200
447
$35K ﹤0.01%
300
448
$34.2K ﹤0.01%
310
-21
449
$33.3K ﹤0.01%
666
450
$33.3K ﹤0.01%
2,538
16 17
18
19 20