LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings
AUM
$11B
1-Year Est. Return
11.57%
This Fund
S&P 500
1 Year Est. Return
+11.57%
AUM
$11B
AUM Growth
-$362M
(-3.2%)
Holding
561
Top Buys
| 1 | +$67.3M | |
| 2 | +$32.3M | |
| 3 | +$21.6M | |
| 4 |
Intuit
INTU
|
+$10.1M |
| 5 |
Veeva Systems
VEEV
|
+$6.06M |
Top Sells
| 1 | +$43.9M | |
| 2 | +$24.7M | |
| 3 | +$24.2M | |
| 4 |
American Tower
AMT
|
+$16.2M |
| 5 |
Paycom
PAYC
|
+$15.6M |
Sector Composition
| 1 | Technology | 34.23% |
| 2 | Healthcare | 16.4% |
| 3 | Consumer Discretionary | 12.26% |
| 4 | Communication Services | 11.59% |
| 5 | Financials | 10.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
551
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.23B
| – | – |
-300
|
|
||
552
Sun Life Financial
SLF
$36.1B
| – | – |
-1,100
|
|
||
553
SharkNinja
SN
$17.3B
| – | – |
-1,000
|
|
||
554
iShares Short-Term National Muni Bond ETF
SUB
$10.9B
| – | – |
-375
|
|
||
555
TotalEnergies
TTE
$172B
| – | – |
-1,555
|
|
||
556
Union Bankshares
UNB
$110M
| – | – |
-775
|
|
||
557
Vanguard Mid-Cap Value ETF
VOE
$22.1B
| – | – |
-296
|
|
||
558
Columbia EM Core ex-China ETF
XCEM
$1.6B
| – | – |
-600
|
|
||
559
Dentsply Sirona
XRAY
$2.8B
| – | – |
-26,980
|
|
||
560
Zimmer Biomet
ZBH
$19.5B
| – | – |
-200
|
|
||
|
HBI
561
DELISTED
Hanesbrands
HBI
| – | – |
-95,000
|
|