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
76
$7.72M 0.07%
72,200
-9,861
77
$7.4M 0.07%
11,020
-45
78
$6.5M 0.06%
19,636
-1,500
79
$6.48M 0.06%
82,611
+17,485
80
$5.96M 0.05%
112,021
-6,219
81
$5.46M 0.05%
28,374
-65
82
$5.45M 0.05%
48,224
+6,640
83
$5.41M 0.05%
11,518
+45
84
$5.32M 0.05%
20,875
-320
85
$5.15M 0.05%
9,341
+2,440
86
$4.94M 0.04%
54,798
-1,579
87
$4.48M 0.04%
53,817
-1,355
88
$4.4M 0.04%
21,137
-1,301
89
$4.34M 0.04%
14,151
-135
90
$4.3M 0.04%
15,138
-63
91
$4.27M 0.04%
8,850
+3,589
92
$4.14M 0.04%
28,288
-1,349
93
$3.89M 0.03%
34,910
+22,120
94
$3.87M 0.03%
13,571
95
$3.6M 0.03%
28,852
-1,010
96
$3.58M 0.03%
50,964
97
$3.55M 0.03%
12,552
+3,590
98
$3.54M 0.03%
16,107
-1,594
99
$3.33M 0.03%
5,455
-10
100
$3.24M 0.03%
20,352
-785
2 3
4
5 6