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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
$11B
AUM Growth
-$362M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$67.3M
2
+$32.3M
3
+$21.6M
4
INTU icon
Intuit
INTU
+$10.1M
5
VEEV icon
Veeva Systems
VEEV
+$6.06M

Top Sells

1
+$43.9M
2
+$24.7M
3
+$24.2M
4
AMT icon
American Tower
AMT
+$16.2M
5
PAYC icon
Paycom
PAYC
+$15.6M

Sector Composition

1 Technology 34.23%
2 Healthcare 16.4%
3 Consumer Discretionary 12.26%
4 Communication Services 11.59%
5 Financials 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FWONK icon
451
Liberty Media Series C
FWONK
$22B
$29.6K ﹤0.01%
332
VSTM icon
452
Verastem
VSTM
$336M
$29.3K ﹤0.01%
4,500
-1,449
QSR icon
453
Restaurant Brands International
QSR
$25.2B
$29.2K ﹤0.01%
+432
CME icon
454
CME Group
CME
$92.5B
$28.4K ﹤0.01%
100
AAXJ icon
455
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.8B
$28.2K ﹤0.01%
276
+1
BABA icon
456
Alibaba
BABA
$287B
$28K ﹤0.01%
162
AMLX icon
457
Amylyx Pharmaceuticals
AMLX
$1.51B
$27.9K ﹤0.01%
1,803
MIRM icon
458
Mirum Pharmaceuticals
MIRM
$5.82B
$27.6K ﹤0.01%
+278
AGG icon
459
iShares Core US Aggregate Bond ETF
AGG
$136B
$27.3K ﹤0.01%
+272
ONON icon
460
On Holding
ONON
$12.7B
$26.9K ﹤0.01%
590
PEO
461
Adams Natural Resources Fund
PEO
$712M
$26.5K ﹤0.01%
1,108
IBB icon
462
iShares Biotechnology ETF
IBB
$7.83B
$26.5K ﹤0.01%
150
BAX icon
463
Baxter International
BAX
$10.3B
$24K ﹤0.01%
1,225
HUM icon
464
Humana
HUM
$43.6B
$23.9K ﹤0.01%
115
-50
ACWI icon
465
iShares MSCI ACWI ETF
ACWI
$32.1B
$23.5K ﹤0.01%
+160
BNTX icon
466
BioNTech
BNTX
$21.9B
$22.7K ﹤0.01%
190
CYBR
467
DELISTED
CyberArk
CYBR
$22.3K ﹤0.01%
50
BF.B icon
468
Brown-Forman Class B
BF.B
$12.3B
$21.4K ﹤0.01%
799
-3,657
FMS icon
469
Fresenius Medical Care
FMS
$12B
$20.8K ﹤0.01%
926
RUN icon
470
Sunrun
RUN
$3.01B
$20.7K ﹤0.01%
1,000
OXY.WS icon
471
Occidental Petroleum Corp Warrants
OXY.WS
$32.5B
– –
0
RACE icon
472
Ferrari
RACE
$63B
$20.2K ﹤0.01%
+60
DUK icon
473
Duke Energy
DUK
$96.5B
$20.2K ﹤0.01%
168
KD icon
474
Kyndryl
KD
$2.54B
$19.7K ﹤0.01%
828
REAL icon
475
The RealReal
REAL
$1.15B
$19.3K ﹤0.01%
1,202
17 18
19
20 21