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
451
$34.6K ﹤0.01%
200
452
$34.6K ﹤0.01%
760
453
$33.2K ﹤0.01%
1,492
454
$33.1K ﹤0.01%
+2,340
455
$33.1K ﹤0.01%
233
456
$32.2K ﹤0.01%
332
457
$31.4K ﹤0.01%
1,008
458
$30.4K ﹤0.01%
900
459
$29.8K ﹤0.01%
195
460
$29.2K ﹤0.01%
2,833
-716
461
$28.2K ﹤0.01%
1,225
462
$27.8K ﹤0.01%
162
463
$27.7K ﹤0.01%
200
464
$26.9K ﹤0.01%
+100
465
$25.8K ﹤0.01%
1,803
466
$25.8K ﹤0.01%
275
467
$25.5K ﹤0.01%
590
468
$25.4K ﹤0.01%
50
469
$25.4K ﹤0.01%
5,000
470
$25K ﹤0.01%
250
-4
471
$24.9K ﹤0.01%
926
472
$24.1K ﹤0.01%
200
473
$24K ﹤0.01%
1,108
474
$23.6K ﹤0.01%
828
475
$23.2K ﹤0.01%
150
17 18
19
20 21