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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
SAM icon
501
Boston Beer
SAM
$1.9B
$16.2K ﹤0.01%
63
B
502
Barrick Mining
B
$61.1B
$15K ﹤0.01%
+345
TTWO icon
503
Take-Two Interactive
TTWO
$43.8B
$15K ﹤0.01%
+76
PHO icon
504
Invesco Water Resources ETF
PHO
$1.99B
$14.3K ﹤0.01%
206
FWONA icon
505
Liberty Media Series A
FWONA
$20.7B
$13.5K ﹤0.01%
166
MNST icon
506
Monster Beverage
MNST
$92.6B
$13.5K ﹤0.01%
178
RUN icon
507
Sunrun
RUN
$3.44B
$13.3K ﹤0.01%
1,000
AEG icon
508
Aegon
AEG
$12.6B
$12.7K ﹤0.01%
1,610
MPWR icon
509
Monolithic Power Systems
MPWR
$70.5B
$12.2K ﹤0.01%
9
MTN icon
510
Vail Resorts
MTN
$5.14B
$12.1K ﹤0.01%
95
TPZ
511
Tortoise Electrification Infrastructure ETF
TPZ
$130M
$12.1K ﹤0.01%
542
WEN icon
512
Wendy's
WEN
$1.5B
$11.8K ﹤0.01%
1,706
REAL icon
513
The RealReal
REAL
$1.55B
$11.6K ﹤0.01%
1,202
HOOD icon
514
Robinhood
HOOD
$87.5B
$11.1K ﹤0.01%
160
CC icon
515
Chemours
CC
$3.18B
$10.4K ﹤0.01%
460
EBC icon
516
Eastern Bankshares
EBC
$4.61B
$10.2K ﹤0.01%
490
SMCI icon
517
Super Micro Computer
SMCI
$21B
$10.1K ﹤0.01%
400
IEX icon
518
IDEX
IEX
$16.4B
$10.1K ﹤0.01%
+50
NOK icon
519
Nokia
NOK
$77.1B
$9.46K ﹤0.01%
1,000
HLN icon
520
Haleon
HLN
$40.7B
$9.35K ﹤0.01%
950
WDAY icon
521
Workday
WDAY
$29.2B
$9.34K ﹤0.01%
+83
DGX icon
522
Quest Diagnostics
DGX
$22.5B
$9.19K ﹤0.01%
48
KD icon
523
Kyndryl
KD
$2.45B
$9.06K ﹤0.01%
741
-87
SBAC icon
524
SBA Communications
SBAC
$19.7B
$8.5K ﹤0.01%
38
HXL icon
525
Hexcel
HXL
$7.2B
$8.36K ﹤0.01%
100