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
501
$4.39K ﹤0.01%
17
502
$4.02K ﹤0.01%
3,000
503
$3.87K ﹤0.01%
150
504
$3.59K ﹤0.01%
570
505
$3.48K ﹤0.01%
400
506
$2.11K ﹤0.01%
41
507
$1.92K ﹤0.01%
12
508
$1.85K ﹤0.01%
530
509
$1.68K ﹤0.01%
+88
510
$1.53K ﹤0.01%
592
511
$1.33K ﹤0.01%
17
512
$697 ﹤0.01%
54
513
$637 ﹤0.01%
45
514
$456 ﹤0.01%
50
515
$293 ﹤0.01%
12
516
$258 ﹤0.01%
213
517
$78 ﹤0.01%
8
-183
518
$51 ﹤0.01%
3
519
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520
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-10
521
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-400
522
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-5
523
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524
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525
– –
-5
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