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
126
$2M 0.02%
15,000
127
$1.99M 0.02%
6,254
-1,885
128
$1.9M 0.02%
19,229
129
$1.78M 0.02%
6,218
-120
130
$1.72M 0.02%
5,381
-27
131
$1.71M 0.02%
12,790
132
$1.71M 0.02%
5,225
133
$1.66M 0.01%
7,400
134
$1.63M 0.01%
79,374
-330
135
$1.63M 0.01%
21,556
-800
136
$1.55M 0.01%
27,625
-7,275
137
$1.54M 0.01%
7,920
138
$1.45M 0.01%
64,833
-1,536
139
$1.44M 0.01%
3,079
-112
140
$1.41M 0.01%
49,024
-3,054
141
$1.3M 0.01%
19,314
142
$1.3M 0.01%
9,080
-418
143
$1.28M 0.01%
16,875
-16
144
$1.27M 0.01%
2,398
-58
145
$1.26M 0.01%
7,973
146
$1.21M 0.01%
21,760
-84,224
147
$1.18M 0.01%
2,539
+25
148
$1.17M 0.01%
8,435
149
$1.17M 0.01%
23,445
150
$1.16M 0.01%
16,000
4 5
6
7 8