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
26
$146M 1.29%
209,040
-512
27
$122M 1.08%
215,824
-6,388
28
$121M 1.07%
1,256,738
-21,264
29
$114M 1.01%
222,440
+25,416
30
$113M 1%
768,238
-25,619
31
$103M 0.91%
212,953
-6,938
32
$94.5M 0.84%
257,852
+3,606
33
$94M 0.83%
1,306,115
-3,262
34
$88.9M 0.79%
488,338
-3,601
35
$86.7M 0.77%
318,101
-183
36
$78.2M 0.69%
853,257
-6,340
37
$74.2M 0.66%
334,635
-2,865
38
$70.6M 0.62%
131,683
-2,092
39
$66.6M 0.59%
739,269
-47,151
40
$64.7M 0.57%
405,934
-1,145
41
$62.8M 0.56%
258,455
-3,111
42
$55.6M 0.49%
241,561
-989
43
$53.3M 0.47%
750,858
-40,711
44
$52.5M 0.46%
99,913
+3,440
45
$47.8M 0.42%
473,883
-15,674
46
$45.4M 0.4%
190,854
-20
47
$41.2M 0.36%
269,734
-2,738
48
$41M 0.36%
380,781
-4,155
49
$40.1M 0.35%
49,981
+4,338
50
$39.6M 0.35%
248,833
+606
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