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
26
$108M 1.21%
1,433,462
-28,477
27
$98.9M 1.11%
941,327
-23,784
28
$98.7M 1.11%
474,326
-26,326
29
$92.4M 1.03%
924,022
-55,199
30
$75.9M 0.85%
257,765
+4,824
31
$72.4M 0.81%
179,030
+19,248
32
$70.8M 0.79%
227,787
-9,554
33
$67.1M 0.75%
443,199
-4,860
34
$65.8M 0.74%
338,386
+44,312
35
$63.1M 0.71%
150,364
-4,253
36
$61.6M 0.69%
176,359
-1,138
37
$53.9M 0.6%
254,768
+3,968
38
$53.1M 0.59%
296,862
+4,165
39
$51.3M 0.57%
341,471
-25,335
40
$51M 0.57%
1,173,400
-2,180
41
$49.6M 0.55%
784,260
+930
42
$46.2M 0.52%
240,441
-3,434
43
$45.2M 0.51%
+643,236
44
$44.7M 0.5%
409,413
-5,551
45
$44.3M 0.5%
430,529
-3,155
46
$44M 0.49%
483,477
+3,083
47
$41.8M 0.47%
250,428
-1,764
48
$36.5M 0.41%
1,262,078
-10,842
49
$36M 0.4%
43,917
+27,181
50
$34M 0.38%
110,243
-827
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