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
451
$20.2K ﹤0.01%
190
452
$19.6K ﹤0.01%
400
453
$19.5K ﹤0.01%
+400
454
$19K ﹤0.01%
150
455
– –
0
456
$18.4K ﹤0.01%
162
457
$18.1K ﹤0.01%
252
458
$17.2K ﹤0.01%
200
459
$15.8K ﹤0.01%
166
460
$15.2K ﹤0.01%
83
461
$15K ﹤0.01%
+160
462
$14.9K ﹤0.01%
5,000
463
$14.9K ﹤0.01%
112
464
$14.5K ﹤0.01%
183
465
$14.4K ﹤0.01%
206
466
$14.1K ﹤0.01%
80
467
$13.8K ﹤0.01%
37
468
$13.8K ﹤0.01%
1,426
-1
469
$13.2K ﹤0.01%
300
470
$13.2K ﹤0.01%
100
471
$13K ﹤0.01%
37
472
$12.9K ﹤0.01%
108
473
$12.3K ﹤0.01%
30
474
$12.2K ﹤0.01%
585
475
$12.2K ﹤0.01%
60
-165
17 18
19
20 21