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
101
$3.68M 0.03%
14,286
-118
102
$3.54M 0.03%
50,964
+450
103
$3.25M 0.03%
18,064
-60
104
$3.01M 0.03%
5,465
105
$2.98M 0.03%
21,137
-342
106
$2.97M 0.03%
14,535
-725
107
$2.92M 0.03%
4
108
$2.89M 0.03%
36,927
-4,966
109
$2.82M 0.03%
4,986
110
$2.81M 0.02%
486
-1
111
$2.81M 0.02%
40,876
-543
112
$2.77M 0.02%
5,261
-62
113
$2.75M 0.02%
2,645
114
$2.64M 0.02%
6,228
-840
115
$2.63M 0.02%
15,846
-1,670
116
$2.6M 0.02%
8,962
+872
117
$2.45M 0.02%
7,476
118
$2.43M 0.02%
7,075
-65
119
$2.39M 0.02%
98,610
-2,363
120
$2.32M 0.02%
7,612
121
$2.28M 0.02%
21,478
-1,665
122
$2.2M 0.02%
840
+88
123
$2.19M 0.02%
2,905
-35
124
$2.15M 0.02%
3,787
+20
125
$2.03M 0.02%
3,270
-475
3 4
5
6 7