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
501
$15.1K ﹤0.01%
75
502
$14.6K ﹤0.01%
280
503
$14.5K ﹤0.01%
+60
504
$14.4K ﹤0.01%
246
-11
505
$14.1K ﹤0.01%
2,000
506
$13.8K ﹤0.01%
2,200
507
$13.3K ﹤0.01%
108
508
$13.2K ﹤0.01%
125
509
$12.5K ﹤0.01%
109
510
$12.4K ﹤0.01%
30
511
$11.6K ﹤0.01%
1,111
-17,950
512
$11.6K ﹤0.01%
+153
513
$11.4K ﹤0.01%
275
514
$10.9K ﹤0.01%
697
-332
515
$10.5K ﹤0.01%
+25
516
$10.4K ﹤0.01%
145
517
$10.4K ﹤0.01%
138
518
$9.77K ﹤0.01%
1,450
519
$9.65K ﹤0.01%
150
520
$9.37K ﹤0.01%
178
521
$9.37K ﹤0.01%
+103
522
$9.28K ﹤0.01%
325
-100
523
$8.8K ﹤0.01%
480
524
$8.76K ﹤0.01%
+67
525
$8.68K ﹤0.01%
50
19 20
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