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
101
$3.2M 0.03%
45,708
+4,832
102
$3.15M 0.03%
14,490
-45
103
$3.12M 0.03%
7,476
104
$3.1M 0.03%
10,802
-32,324
105
$3.09M 0.03%
26,918
+5,440
106
$2.94M 0.03%
4
107
$2.88M 0.03%
7,592
-20
108
$2.87M 0.03%
14,100
+1,950
109
$2.81M 0.02%
18,064
110
$2.79M 0.02%
6,217
-37
111
$2.72M 0.02%
5,758
-470
112
$2.69M 0.02%
14,807
-1,039
113
$2.69M 0.02%
4,485
-501
114
$2.66M 0.02%
34,757
-2,170
115
$2.55M 0.02%
2,645
116
$2.35M 0.02%
95,450
-3,160
117
$2.26M 0.02%
32,467
-22,409
118
$2.24M 0.02%
3,325
+55
119
$2.15M 0.02%
5,225
120
$2.13M 0.02%
3,443
-344
121
$2.07M 0.02%
12,400
+11,225
122
$2.03M 0.02%
6,218
123
$2.02M 0.02%
71,621
-188,806
124
$1.96M 0.02%
51,413
-13,420
125
$1.96M 0.02%
12,657
+11,618
3 4
5
6 7