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
26
$139M 1.22%
303,740
+81,300
27
$134M 1.17%
1,392,998
-32,081
28
$106M 0.93%
1,218,746
-37,992
29
$104M 0.91%
212,600
-353
30
$102M 0.9%
213,124
-2,700
31
$98.8M 0.87%
256,682
-1,170
32
$81.2M 0.71%
127,111
-4,572
33
$80.5M 0.71%
329,966
-4,669
34
$77.2M 0.68%
1,426,437
+120,322
35
$77M 0.68%
488,040
-298
36
$76.1M 0.67%
475,427
-292,811
37
$75M 0.66%
877,339
+24,082
38
$71.8M 0.63%
731,112
-8,157
39
$60.9M 0.53%
400,340
-5,594
40
$59M 0.52%
254,093
-4,362
41
$55M 0.48%
53,073
+3,092
42
$52.8M 0.46%
91,727
-8,186
43
$52.4M 0.46%
238,347
-3,214
44
$52.1M 0.46%
204,136
-113,965
45
$51.2M 0.45%
266,205
-3,529
46
$51.2M 0.45%
735,248
-15,610
47
$47.1M 0.41%
185,712
+1,094
48
$47.1M 0.41%
193,482
+2,628
49
$47M 0.41%
448,386
-25,497
50
$43.8M 0.38%
377,751
-3,030
1
2
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