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
526
$8.49K ﹤0.01%
550
527
$8.39K ﹤0.01%
1,019
528
$8.26K ﹤0.01%
38
529
$7.55K ﹤0.01%
500
530
$7.44K ﹤0.01%
200
-300
531
$7.36K ﹤0.01%
+250
532
$7.02K ﹤0.01%
151
533
$6.77K ﹤0.01%
1,300
534
$6.64K ﹤0.01%
70
535
$6.44K ﹤0.01%
100
536
$6.43K ﹤0.01%
225
537
$6.18K ﹤0.01%
66
538
$6.09K ﹤0.01%
129
539
$6.01K ﹤0.01%
+60
540
$6K ﹤0.01%
+180
541
$5.92K ﹤0.01%
80
542
$5.8K ﹤0.01%
200
543
$5.79K ﹤0.01%
372
-201
544
$5.75K ﹤0.01%
850
545
$5.53K ﹤0.01%
200
546
$5.53K ﹤0.01%
+50
547
$5.4K ﹤0.01%
950
548
$5.29K ﹤0.01%
200
549
$5.24K ﹤0.01%
+190
550
$5.07K ﹤0.01%
300
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