LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $9.98B
1-Year Est. Return 4.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+4.98%
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
651
– –
-95
652
– –
-2,720
653
– –
-150
654
– –
-7,080
655
– –
-1,287
656
– –
-300
657
– –
-250
658
– –
-397
659
– –
-300
660
– –
-120
661
– –
-132
662
– –
-3,701
663
– –
-780
664
– –
-2,000
665
– –
-1,020
23 24 25 26
27