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
101
$2.52M 0.03%
19,953
102
$2.48M 0.03%
5,575
-123
103
$2.47M 0.03%
8,872
-64
104
$2.39M 0.03%
46,816
-5,914
105
$2.39M 0.03%
15,260
-1,125
106
$2.31M 0.03%
75,852
-2,455
107
$2.31M 0.03%
4,305
+473
108
$2.29M 0.03%
80,314
-13,646
109
$2.26M 0.03%
182,558
110
$2.12M 0.02%
11,527
-1,534
111
$2.06M 0.02%
20,436
-160
112
$2.06M 0.02%
9,450
113
$2.03M 0.02%
10,689
+1,160
114
$1.98M 0.02%
30,211
+142
115
$1.98M 0.02%
5,450
116
$1.96M 0.02%
30,167
-810
117
$1.93M 0.02%
9,684
-630
118
$1.92M 0.02%
22,481
-1,508
119
$1.87M 0.02%
21,510
+860
120
$1.79M 0.02%
12,176
+463
121
$1.76M 0.02%
23,997
-1,365
122
$1.62M 0.02%
6,709
123
$1.59M 0.02%
7,270
-141
124
$1.58M 0.02%
32,300
-5,774
125
$1.54M 0.02%
3,555
3 4
5
6 7