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
426
$30.6K ﹤0.01%
195
427
$29.3K ﹤0.01%
100
428
$29.2K ﹤0.01%
760
429
$29K ﹤0.01%
3,010
430
$28.6K ﹤0.01%
1,400
-15
431
$28.3K ﹤0.01%
240
432
$27.2K ﹤0.01%
500
433
$26.9K ﹤0.01%
200
-150
434
$26.9K ﹤0.01%
35
435
$26.8K ﹤0.01%
233
436
$26.5K ﹤0.01%
926
437
$25.9K ﹤0.01%
200
438
$25.8K ﹤0.01%
250
439
$25.6K ﹤0.01%
1,008
440
$24.7K ﹤0.01%
5,949
441
$24.4K ﹤0.01%
2,000
442
$24.2K ﹤0.01%
254
443
$23.7K ﹤0.01%
1,108
444
$23K ﹤0.01%
795
-40
445
$22.8K ﹤0.01%
200
446
$22.7K ﹤0.01%
275
+1
447
$21.3K ﹤0.01%
+2,206
448
$20.6K ﹤0.01%
775
449
$20.3K ﹤0.01%
50
450
$20.3K ﹤0.01%
600
16 17
18
19 20