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
51
$31.9M 0.36%
119,444
-53
52
$30.5M 0.34%
464,986
-420,027
53
$29.8M 0.33%
47,276
+5,906
54
$29.8M 0.33%
253,790
-12,770
55
$29.2M 0.33%
177,763
+14,198
56
$28.6M 0.32%
519,296
-154,683
57
$26.2M 0.29%
203,475
-7,924
58
$25.5M 0.29%
134,383
+67,047
59
$19.2M 0.22%
288,252
60
$19.1M 0.21%
71,768
+583
61
$18.4M 0.21%
41,675
+37,170
62
$17.9M 0.2%
150,952
-854
63
$17M 0.19%
34,876
-109
64
$12.9M 0.14%
75,375
-42,728
65
$12.7M 0.14%
34,999
+62
66
$11.8M 0.13%
79,591
-370
67
$9.35M 0.1%
40,349
-597
68
$9.32M 0.1%
111,919
-125,638
69
$8.77M 0.1%
61,244
-4,065
70
$8.24M 0.09%
99,591
+1,732
71
$7.8M 0.09%
63,957
-1,713
72
$7.38M 0.08%
25,469
+761
73
$7.21M 0.08%
126,272
-6,497
74
$7.11M 0.08%
50,251
-398
75
$6.32M 0.07%
84,493
-11,718
1 2
3
4 5