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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
$9.98B
AUM Growth
-$1.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1 +$62.4M
2 +$34M
3 +$26.2M
4
NVDA icon
NVIDIA
NVDA
+$14M
5
VEEV icon
Veeva Systems
VEEV
+$13.6M

Top Sells

1 +$46.1M
2 +$26.7M
3 +$18.5M
4
AMT icon
American Tower
AMT
+$13M
5
PAYC icon
Paycom
PAYC
+$12.3M

Sector Composition

1 Technology 30.8%
2 Healthcare 15.78%
3 Consumer Discretionary 13.34%
4 Communication Services 11.73%
5 Financials 10.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ICE icon
476
Intercontinental Exchange
ICE
$73.5B
$23.6K ﹤0.01%
+147
BF.B icon
477
Brown-Forman Class B
BF.B
$12.8B
$23.6K ﹤0.01%
799
PCG icon
478
PG&E
PCG
$37.7B
$23.3K ﹤0.01%
+1,258
ACWI icon
479
iShares MSCI ACWI ETF
ACWI
$32.2B
$23.2K ﹤0.01%
160
KMI icon
480
Kinder Morgan
KMI
$72.5B
$22.6K ﹤0.01%
+691
DUK icon
481
Duke Energy
DUK
$98.6B
$22.1K ﹤0.01%
168
HUM icon
482
Humana
HUM
$43.4B
$22.1K ﹤0.01%
115
FMS icon
483
Fresenius Medical Care
FMS
$12.8B
$21.9K ﹤0.01%
926
TFC icon
484
Truist Financial
TFC
$62B
$21.8K ﹤0.01%
+440
COO icon
485
Cooper Companies
COO
$13.4B
$21.1K ﹤0.01%
+297
EXPD icon
486
Expeditors International
EXPD
$20.9B
$21K ﹤0.01%
147
-486
BAX icon
487
Baxter International
BAX
$10.9B
$21K ﹤0.01%
1,225
BABA icon
488
Alibaba
BABA
$239B
$20.6K ﹤0.01%
162
CPAY icon
489
Corpay
CPAY
$22.5B
$20.6K ﹤0.01%
+68
ONON icon
490
On Holding
ONON
$12.3B
$19.8K ﹤0.01%
590
IRM icon
491
Iron Mountain
IRM
$38.9B
$19.1K ﹤0.01%
+182
SCZ icon
492
iShares MSCI EAFE Small-Cap ETF
SCZ
$14.3B
$19K ﹤0.01%
230
EPD icon
493
Enterprise Products Partners
EPD
$78.1B
$18.7K ﹤0.01%
500
BNTX icon
494
BioNTech
BNTX
$22.8B
$18.1K ﹤0.01%
190
VDE icon
495
Vanguard Energy ETF
VDE
$9.18B
$17.5K ﹤0.01%
108
KR icon
496
Kroger
KR
$35.8B
$17.1K ﹤0.01%
252
DG icon
497
Dollar General
DG
$26.3B
$17K ﹤0.01%
+147
LULU icon
498
lululemon athletica
LULU
$12.8B
$16.4K ﹤0.01%
100
LLYVA icon
499
Liberty Live Group Series A
LLYVA
$8.86B
$16.4K ﹤0.01%
172
APTV icon
500
Aptiv
APTV
$12.8B
$16.2K ﹤0.01%
+272