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
476
$12K ﹤0.01%
63
477
$11.7K ﹤0.01%
1,610
478
$11.6K ﹤0.01%
1,803
479
$11.2K ﹤0.01%
178
480
$11.1K ﹤0.01%
542
481
$10.3K ﹤0.01%
138
482
$9.85K ﹤0.01%
950
483
$9.56K ﹤0.01%
400
484
$8.92K ﹤0.01%
38
485
$8.88K ﹤0.01%
1,086
486
$8.62K ﹤0.01%
48
487
$8.58K ﹤0.01%
200
488
$7.44K ﹤0.01%
17
489
$7.18K ﹤0.01%
1,000
490
$6.43K ﹤0.01%
80
491
$6.23K ﹤0.01%
120
492
$5.76K ﹤0.01%
1,202
493
$5.65K ﹤0.01%
100
494
$5.6K ﹤0.01%
1,300
495
$5.54K ﹤0.01%
113
496
$5.27K ﹤0.01%
460
497
$5.18K ﹤0.01%
1,000
498
$4.89K ﹤0.01%
90
499
$4.83K ﹤0.01%
175
500
$4.47K ﹤0.01%
105
18 19
20
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