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
+$53.6M
2
+$43.1M
3
+$21.4M
4
FDS icon
Factset
FDS
+$15.8M
5
VEEV icon
Veeva Systems
VEEV
+$13.5M

Top Sells

1
+$33.8M
2
+$17.1M
3
+$13M
4
DIS icon
Walt Disney
DIS
+$10.7M
5
PYPL icon
PayPal
PYPL
+$10.1M

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
601
$164 ﹤0.01%
12
602
$162 ﹤0.01%
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-512
603
$155 ﹤0.01%
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604
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605
$47 ﹤0.01%
1
-6
606
$22 ﹤0.01%
3
607
$3 ﹤0.01%
2
608
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609
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