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
551
$5.05K ﹤0.01%
115
-2,313
552
$5.04K ﹤0.01%
135
553
$4.95K ﹤0.01%
224
-4,511
554
$4.72K ﹤0.01%
67
555
$4.65K ﹤0.01%
112
556
$4.6K ﹤0.01%
50
557
$4.4K ﹤0.01%
100
558
$4.25K ﹤0.01%
34
559
$4.17K ﹤0.01%
400
560
$4.13K ﹤0.01%
+62
561
$4.07K ﹤0.01%
570
-570
562
$4.06K ﹤0.01%
100
563
$3.99K ﹤0.01%
120
564
$3.9K ﹤0.01%
50
565
$3.88K ﹤0.01%
122
566
$3.84K ﹤0.01%
62
-79
567
$3.82K ﹤0.01%
+174
568
$3.79K ﹤0.01%
242
+42
569
$3.79K ﹤0.01%
+48
570
$3.74K ﹤0.01%
60
571
$3.71K ﹤0.01%
530
572
$3.5K ﹤0.01%
20
573
$3.41K ﹤0.01%
16
574
$3.35K ﹤0.01%
1,000
575
$3.16K ﹤0.01%
197
21 22
23
24 25