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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
$11B
AUM Growth
-$362M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$67.3M
2
+$32.3M
3
+$21.6M
4
INTU icon
Intuit
INTU
+$10.1M
5
VEEV icon
Veeva Systems
VEEV
+$6.06M

Top Sells

1
+$43.9M
2
+$24.7M
3
+$24.2M
4
AMT icon
American Tower
AMT
+$16.2M
5
PAYC icon
Paycom
PAYC
+$15.6M

Sector Composition

1 Technology 34.23%
2 Healthcare 16.4%
3 Consumer Discretionary 12.26%
4 Communication Services 11.59%
5 Financials 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCZ icon
476
iShares MSCI EAFE Small-Cap ETF
SCZ
$14.4B
$19.2K ﹤0.01%
230
LULU icon
477
lululemon athletica
LULU
$13.8B
$18.6K ﹤0.01%
100
-100
T icon
478
AT&T
T
$158B
$18.3K ﹤0.01%
795
CRWD icon
479
CrowdStrike
CRWD
$164B
$17.2K ﹤0.01%
36
-479
HOOD icon
480
Robinhood
HOOD
$75.4B
$16.8K ﹤0.01%
160
EPD icon
481
Enterprise Products Partners
EPD
$80.8B
$16.6K ﹤0.01%
500
-2,500
KR icon
482
Kroger
KR
$38.8B
$15.7K ﹤0.01%
252
VDE icon
483
Vanguard Energy ETF
VDE
$9.83B
$15.1K ﹤0.01%
108
PHO icon
484
Invesco Water Resources ETF
PHO
$2.02B
$15.1K ﹤0.01%
206
MNST icon
485
Monster Beverage
MNST
$88.2B
$14.5K ﹤0.01%
178
LLYVA icon
486
Liberty Live Group Series A
LLYVA
$8.44B
$14.3K ﹤0.01%
172
SAM icon
487
Boston Beer
SAM
$1.82B
$13.8K ﹤0.01%
63
WEN icon
488
Wendy's
WEN
$1.28B
$13.6K ﹤0.01%
+1,706
FWONA icon
489
Liberty Media Series A
FWONA
$20.3B
$13.5K ﹤0.01%
166
MTN icon
490
Vail Resorts
MTN
$4.68B
$12.7K ﹤0.01%
95
-100
SMCI icon
491
Super Micro Computer
SMCI
$24.4B
$12.5K ﹤0.01%
400
AEG icon
492
Aegon
AEG
$12.6B
$12.4K ﹤0.01%
1,610
URI icon
493
United Rentals
URI
$68.5B
$11.8K ﹤0.01%
+13
TPZ
494
Tortoise Electrification Infrastructure ETF
TPZ
$127M
$11.4K ﹤0.01%
542
EBC icon
495
Eastern Bankshares
EBC
$4.43B
$9.93K ﹤0.01%
490
-1,610
HLN icon
496
Haleon
HLN
$40.3B
$9.9K ﹤0.01%
950
MPWR icon
497
Monolithic Power Systems
MPWR
$75.3B
$9.86K ﹤0.01%
+9
HRI icon
498
Herc Holdings
HRI
$5.01B
$9.72K ﹤0.01%
+62
DGX icon
499
Quest Diagnostics
DGX
$22.6B
$8.84K ﹤0.01%
48
HXL icon
500
Hexcel
HXL
$7.02B
$8.16K ﹤0.01%
100
18 19
20
21 22