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
576
$3.15K ﹤0.01%
480
577
$2.87K ﹤0.01%
306
578
$2.69K ﹤0.01%
26
579
$2.62K ﹤0.01%
45
580
$2.55K ﹤0.01%
17
581
$2.45K ﹤0.01%
12
582
$2.44K ﹤0.01%
102
-1,296
583
$2.27K ﹤0.01%
+200
584
$1.92K ﹤0.01%
1,000
585
$1.91K ﹤0.01%
+19
586
$1.85K ﹤0.01%
+27
587
$1.65K ﹤0.01%
19
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588
$1.54K ﹤0.01%
12
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589
$1.23K ﹤0.01%
12,820
590
$1.09K ﹤0.01%
213
591
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+18
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593
$978 ﹤0.01%
50
594
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3,000
595
$868 ﹤0.01%
18
596
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29
597
$775 ﹤0.01%
4,482
598
$644 ﹤0.01%
54
599
$218 ﹤0.01%
+6
600
$181 ﹤0.01%
33
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24
25 26