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
426
$50.4K ﹤0.01%
2,174
427
$50K ﹤0.01%
1,527
428
$49.5K ﹤0.01%
1,004
429
$48.6K ﹤0.01%
2,000
430
$48.1K ﹤0.01%
165
431
$46.5K ﹤0.01%
5,949
432
$45.4K ﹤0.01%
443
433
$45.4K ﹤0.01%
2,130
-1,015
434
$45.2K ﹤0.01%
500
435
$44.5K ﹤0.01%
1,310
436
$44.2K ﹤0.01%
1,595
437
$42.5K ﹤0.01%
837
438
$41.9K ﹤0.01%
930
439
$40.1K ﹤0.01%
666
440
$39.9K ﹤0.01%
375
441
$38.6K ﹤0.01%
2,100
-200
442
$38.1K ﹤0.01%
130
443
$37.4K ﹤0.01%
494
444
$36.7K ﹤0.01%
1,102
445
$36.2K ﹤0.01%
392
-20
446
$35.8K ﹤0.01%
200
447
$35.7K ﹤0.01%
67
448
$35.3K ﹤0.01%
300
449
$35.3K ﹤0.01%
463
450
$35K ﹤0.01%
500
16 17
18
19 20