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
151
$1.16M 0.01%
8,671
152
$1.16M 0.01%
16,417
153
$1.15M 0.01%
7,327
+1,958
154
$1.08M 0.01%
2,775
-72
155
$1.01M 0.01%
19,278
-10
156
$998K 0.01%
17,775
157
$996K 0.01%
1,359
158
$994K 0.01%
1,981
-70
159
$978K 0.01%
8,880
-420
160
$970K 0.01%
15,275
161
$963K 0.01%
21,240
-675
162
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21,930
163
$900K 0.01%
15,790
164
$889K 0.01%
24,920
-475
165
$879K 0.01%
2,006
166
$849K 0.01%
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167
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168
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715
169
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170
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171
$793K 0.01%
6,551
172
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7,087
173
$778K 0.01%
6,193
174
$776K 0.01%
10,412
-1,432
175
$762K 0.01%
6,950
5 6
7
8 9