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
$11.3B
AUM Growth
+$1.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
572
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$11.8M
3
+$9.22M
4
DKS icon
Dick's Sporting Goods
DKS
+$9.09M
5
VEEV icon
Veeva Systems
VEEV
+$8.73M

Top Sells

1
+$22.6M
2
+$10.7M
3
+$7.3M
4
PGR icon
Progressive
PGR
+$5.02M
5
TJX icon
TJX Companies
TJX
+$4.86M

Sector Composition

1 Technology 40.61%
2 Healthcare 15.23%
3 Consumer Discretionary 10.81%
4 Financials 10.75%
5 Communication Services 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$34.8M 0.31%
119,141
-891
52
$32.7M 0.29%
184,618
-4,256
53
$30.8M 0.27%
162,704
-12,386
54
$30M 0.27%
100,496
+91
55
$30M 0.27%
379,060
-14,614
56
$29M 0.26%
219,283
-1,367
57
$24.9M 0.22%
125,674
+49,064
58
$21.9M 0.19%
75,592
-1,397
59
$21.5M 0.19%
286,044
-500
60
$19.3M 0.17%
43,126
-128
61
$18.6M 0.16%
32,280
-280
62
$18.2M 0.16%
142,623
-410
63
$16.7M 0.15%
59,923
-2,546
64
$14.9M 0.13%
33,687
-110
65
$14.8M 0.13%
385,914
-8,678
66
$13.1M 0.12%
48,609
-1,415
67
$11.3M 0.1%
77,127
-3,382
68
$11.2M 0.1%
60,167
-232
69
$10.6M 0.09%
103,947
-9,936
70
$10.4M 0.09%
72,296
-293
71
$8.89M 0.08%
35,937
-510
72
$8.51M 0.08%
25,609
-22
73
$8.27M 0.07%
174,662
-1,170
74
$8.16M 0.07%
118,240
-2,790
75
$8.07M 0.07%
114,041
-158
1 2
3
4 5