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
126
$1.48M 0.02%
17,181
-2,009
127
$1.43M 0.02%
3,672
-50
128
$1.43M 0.02%
9,519
129
$1.42M 0.02%
28,633
-5,403
130
$1.35M 0.02%
3,579
-558
131
$1.31M 0.01%
30,117
-6,578
132
$1.3M 0.01%
6,153
133
$1.3M 0.01%
18,904
-3,484
134
$1.23M 0.01%
6,396
-314
135
$1.22M 0.01%
18,452
+34
136
$1.18M 0.01%
17,332
137
$1.17M 0.01%
8,867
-734
138
$1.15M 0.01%
5,941
-1,786
139
$1.14M 0.01%
16,000
140
$1.13M 0.01%
9,106
141
$1.13M 0.01%
22,946
+265
142
$1.12M 0.01%
2,444
+1,937
143
$1.09M 0.01%
39,387
+522
144
$1.07M 0.01%
25,238
-222
145
$1.06M 0.01%
9,549
-756
146
$1.06M 0.01%
7,400
+1,000
147
$1.05M 0.01%
5,270
+425
148
$1.05M 0.01%
6,644
-1,250
149
$1.02M 0.01%
23,106
-4,464
150
$1M 0.01%
14,421
-902
4 5
6
7 8