LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings
AUM
$9.98B
1-Year Est. Return
4.98%
This Fund
S&P 500
1 Year Est. Return
+4.98%
AUM
$9.98B
AUM Growth
-$1.06B
(-9.6%)
Holding
578
Top Buys
| 1 | +$62.4M | |
| 2 | +$34M | |
| 3 | +$26.2M | |
| 4 |
NVIDIA
NVDA
|
+$14M |
| 5 |
Veeva Systems
VEEV
|
+$13.6M |
Top Sells
| 1 | +$46.1M | |
| 2 | +$26.7M | |
| 3 | +$18.5M | |
| 4 |
American Tower
AMT
|
+$13M |
| 5 |
Paycom
PAYC
|
+$12.3M |
Sector Composition
| 1 | Technology | 30.8% |
| 2 | Healthcare | 15.78% |
| 3 | Consumer Discretionary | 13.34% |
| 4 | Communication Services | 11.73% |
| 5 | Financials | 10.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
576
AT&T
T
$186B
| – | – |
-795
|
|
||
577
United Rentals
URI
$61.7B
| – | – |
-13
|
|
||
|
VSNT
578
Versant Media Group
VSNT
$5.78B
| – | – |
-88
|
|