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
$11.4B
AUM Growth
+$81.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$46M
2
+$15.7M
3
+$11.1M
4
NVDA icon
NVIDIA
NVDA
+$10.2M
5
VEEV icon
Veeva Systems
VEEV
+$9.35M

Top Sells

1
+$48.4M
2
+$28.7M
3
+$25.9M
4
MSFT icon
Microsoft
MSFT
+$15.9M
5
FDS icon
Factset
FDS
+$12.3M

Sector Composition

1 Technology 38.27%
2 Healthcare 16.17%
3 Consumer Discretionary 11.31%
4 Financials 10.6%
5 Communication Services 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$42.2M 0.37%
248,268
-565
52
$35.3M 0.31%
115,048
-4,093
53
$32.4M 0.28%
214,147
-5,136
54
$32.4M 0.28%
142,028
+16,354
55
$31.7M 0.28%
363,801
-15,259
56
$24M 0.21%
96,028
-4,468
57
$22.1M 0.19%
140,792
-1,831
58
$21.6M 0.19%
73,326
-2,266
59
$20.5M 0.18%
150,956
-11,748
60
$20.3M 0.18%
286,044
61
$18.2M 0.16%
33,729
+1,449
62
$16.8M 0.15%
57,459
-2,464
63
$15.9M 0.14%
103,947
64
$14.7M 0.13%
64,430
+4,263
65
$14M 0.12%
383,206
-2,708
66
$13M 0.11%
72,230
-4,897
67
$12.5M 0.11%
45,305
-3,304
68
$12.1M 0.11%
33,569
-118
69
$11.2M 0.1%
71,403
-893
70
$10.8M 0.1%
13,191
+3,102
71
$9.72M 0.09%
187,772
+13,110
72
$9.58M 0.08%
27,834
+5,794
73
$9.37M 0.08%
36,396
+459
74
$8.16M 0.07%
22,853
-2,756
75
$7.95M 0.07%
113,716
-325
1 2
3
4 5