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
451
$32.8K ﹤0.01%
1,096
-350
452
$32.8K ﹤0.01%
1,084
453
$32.7K ﹤0.01%
498
-17
454
$32.5K ﹤0.01%
1,803
455
$32.4K ﹤0.01%
2,926
-33
456
$30.9K ﹤0.01%
130
457
$29.8K ﹤0.01%
410
+400
458
$29.5K ﹤0.01%
424
459
$28.5K ﹤0.01%
850
-2,574
460
$27.4K ﹤0.01%
900
461
$26K ﹤0.01%
1,500
462
$25.4K ﹤0.01%
283
463
$25.2K ﹤0.01%
300
464
$25.1K ﹤0.01%
+767
465
$25K ﹤0.01%
233
466
$24.8K ﹤0.01%
100
-937
467
$24.4K ﹤0.01%
537
468
$24.4K ﹤0.01%
292
-55
469
$24.1K ﹤0.01%
1,102
470
$23.6K ﹤0.01%
875
471
$22.7K ﹤0.01%
700
472
$22.6K ﹤0.01%
1,520
+120
473
$22.4K ﹤0.01%
300
474
$22.1K ﹤0.01%
3,005
475
$22K ﹤0.01%
160
17 18
19
20 21