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
76
$6.21M 0.07%
29,177
+7,572
77
$6.2M 0.07%
23,965
+222
78
$5.91M 0.07%
31,727
+346
79
$4.88M 0.05%
259,408
-13,400
80
$4.71M 0.05%
29,297
-29
81
$4.65M 0.05%
36,416
-1,588
82
$4.64M 0.05%
84,039
-870
83
$4.52M 0.05%
67,751
84
$4.28M 0.05%
7,380
+2,702
85
$4.2M 0.05%
19,215
-315
86
$3.99M 0.04%
9,253
+781
87
$3.93M 0.04%
20,488
-352
88
$3.9M 0.04%
74,012
-4,281
89
$3.75M 0.04%
10,035
+42
90
$3.69M 0.04%
32,842
-835
91
$3.47M 0.04%
24,425
-255
92
$3.33M 0.04%
88,197
-5,529
93
$3.23M 0.04%
28,204
-1,149
94
$3.21M 0.04%
11,858
+704
95
$3.17M 0.04%
16,659
-78,704
96
$2.98M 0.03%
49,701
+4,677
97
$2.96M 0.03%
11,559
-12,199
98
$2.94M 0.03%
29,611
-4,140
99
$2.75M 0.03%
51,273
-7,679
100
$2.65M 0.03%
5
2 3
4
5 6