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
76
$8.02M 0.07%
82,061
-260
77
$7.86M 0.07%
10,089
+19
78
$7M 0.06%
260,427
+7,965
79
$6.84M 0.06%
11,065
-204
80
$6.42M 0.06%
21,136
-465
81
$6.34M 0.06%
28,439
-2,550
82
$6.08M 0.05%
22,040
83
$5.98M 0.05%
21,195
-178
84
$5.92M 0.05%
65,126
-882
85
$5.83M 0.05%
11,473
+10
86
$5.44M 0.05%
30,186
-370
87
$5.16M 0.05%
41,584
-519
88
$5.06M 0.04%
56,377
-283
89
$4.92M 0.04%
21,148
-302
90
$4.73M 0.04%
22,780
-200
91
$4.62M 0.04%
29,637
-345
92
$4.45M 0.04%
14,854
-175
93
$4.34M 0.04%
29,862
-310
94
$4.18M 0.04%
275,620
-411
95
$4.08M 0.04%
54,876
-52,451
96
$4M 0.04%
13,571
-926
97
$3.89M 0.03%
15,201
+2
98
$3.83M 0.03%
55,172
-685
99
$3.77M 0.03%
+17,701
100
$3.75M 0.03%
6,901
2 3
4
5 6