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
476
$22.8K ﹤0.01%
+600
477
$21.5K ﹤0.01%
160
478
$21.4K ﹤0.01%
168
-72
479
$20.6K ﹤0.01%
200
-200
480
$19.9K ﹤0.01%
190
481
$19.9K ﹤0.01%
101
-50
482
$19.8K ﹤0.01%
1,000
-86
483
$19.6K ﹤0.01%
795
484
$19.5K ﹤0.01%
775
485
– –
0
486
$19.2K ﹤0.01%
400
487
$17.8K ﹤0.01%
230
-666
488
$17.3K ﹤0.01%
252
489
$15.4K ﹤0.01%
172
-11
490
$15.3K ﹤0.01%
206
491
$14.9K ﹤0.01%
166
492
$14.8K ﹤0.01%
1,000
493
$14.5K ﹤0.01%
1,202
494
$13.9K ﹤0.01%
300
495
$13.8K ﹤0.01%
63
496
$13.6K ﹤0.01%
108
497
$12.4K ﹤0.01%
178
498
$12.2K ﹤0.01%
585
499
$11.9K ﹤0.01%
1,610
500
$11.4K ﹤0.01%
542
18 19
20
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