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
126
$1.9M 0.02%
5,366
-15
127
$1.87M 0.02%
7,400
128
$1.84M 0.02%
856
+16
129
$1.81M 0.02%
15,000
130
$1.78M 0.02%
19,148
-81
131
$1.75M 0.02%
13,707
+13,607
132
$1.72M 0.02%
9,080
133
$1.7M 0.01%
3,783
+704
134
$1.69M 0.01%
21,559
+3
135
$1.67M 0.01%
3,950
+3,206
136
$1.65M 0.01%
19,278
137
$1.65M 0.01%
8,832
+3,912
138
$1.62M 0.01%
7,920
139
$1.61M 0.01%
+26,530
140
$1.52M 0.01%
1,124
+851
141
$1.47M 0.01%
43,132
-5,892
142
$1.43M 0.01%
7,973
143
$1.43M 0.01%
2,398
144
$1.37M 0.01%
27,460
+4,015
145
$1.29M 0.01%
22,752
+20,060
146
$1.26M 0.01%
2,430
-345
147
$1.26M 0.01%
+779
148
$1.24M 0.01%
16,000
149
$1.23M 0.01%
2,514
-25
150
$1.21M 0.01%
15,917
-500
4 5
6
7 8