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
$10.3B
AUM Growth
-$1.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1
+$26.5M
2
+$14.3M
3
+$13.1M
4
DKS icon
Dick's Sporting Goods
DKS
+$12.4M
5
VEEV icon
Veeva Systems
VEEV
+$10.4M

Top Sells

1
+$14.8M
2
+$11.6M
3
+$11.3M
4
PYPL icon
PayPal
PYPL
+$8.43M
5
TJX icon
TJX Companies
TJX
+$7.88M

Sector Composition

1 Technology 38.85%
2 Healthcare 15.75%
3 Financials 11.64%
4 Consumer Discretionary 10.93%
5 Communication Services 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$27.1K ﹤0.01%
775
427
$27.1K ﹤0.01%
195
-70
428
$26.7K ﹤0.01%
250
+40
429
$25.9K ﹤0.01%
590
430
$25.5K ﹤0.01%
+750
431
$25.5K ﹤0.01%
300
432
$25.3K ﹤0.01%
1,008
433
$24.7K ﹤0.01%
233
434
$23.2K ﹤0.01%
+192
435
$22.7K ﹤0.01%
835
436
$22.5K ﹤0.01%
1,108
-3,505
437
$22.4K ﹤0.01%
+200
438
$21.9K ﹤0.01%
926
439
$21.8K ﹤0.01%
190
440
– –
0
441
$20.7K ﹤0.01%
35
442
$20.6K ﹤0.01%
+100
443
$20.4K ﹤0.01%
600
-60
444
$20.1K ﹤0.01%
500
445
$19.9K ﹤0.01%
274
446
$19.6K ﹤0.01%
200
447
$19.4K ﹤0.01%
254
-380
448
$19.3K ﹤0.01%
162
449
$19K ﹤0.01%
2,000
450
$18.3K ﹤0.01%
150
16 17
18
19 20