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
501
$11.3K ﹤0.01%
117
-382
502
$10.9K ﹤0.01%
1,202
-224
503
$9.9K ﹤0.01%
60
504
$8.9K ﹤0.01%
950
505
$8.79K ﹤0.01%
48
506
$7.45K ﹤0.01%
38
507
$7.09K ﹤0.01%
100
508
$6.38K ﹤0.01%
460
509
$6.2K ﹤0.01%
120
510
$6.17K ﹤0.01%
1,000
511
$5.67K ﹤0.01%
3,000
512
$5.18K ﹤0.01%
90
513
$4.92K ﹤0.01%
105
514
$4.76K ﹤0.01%
570
515
$4.71K ﹤0.01%
466
-3,900
516
$4.51K ﹤0.01%
17
517
$3.15K ﹤0.01%
400
518
$2.41K ﹤0.01%
12
519
$1.5K ﹤0.01%
530
520
$1.43K ﹤0.01%
88
521
$1.41K ﹤0.01%
17
522
$1.39K ﹤0.01%
22
-116
523
$490 ﹤0.01%
45
524
$390 ﹤0.01%
213
525
$284 ﹤0.01%
12
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