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
476
$22K ﹤0.01%
500
477
$21.9K ﹤0.01%
256
478
$21.7K ﹤0.01%
3,184
479
$21.4K ﹤0.01%
200
480
$21.4K ﹤0.01%
+642
481
$20.9K ﹤0.01%
191
-133
482
$20.4K ﹤0.01%
318
483
$20.3K ﹤0.01%
77
484
$20K ﹤0.01%
400
485
$19K ﹤0.01%
2,949
486
$18.8K ﹤0.01%
+214
487
$18.8K ﹤0.01%
177
488
$18.6K ﹤0.01%
80
489
$18.4K ﹤0.01%
110
490
$18.2K ﹤0.01%
739
-180
491
$18.1K ﹤0.01%
1,750
492
$17.9K ﹤0.01%
2,592
493
$17.6K ﹤0.01%
+190
494
$17.1K ﹤0.01%
414
-4,120
495
$17K ﹤0.01%
271
496
$17K ﹤0.01%
450
497
$16.2K ﹤0.01%
5,000
498
$16K ﹤0.01%
926
499
$15.9K ﹤0.01%
94
500
$15.6K ﹤0.01%
84
18 19
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