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
176
$649K 0.01%
1,449
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$636K 0.01%
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178
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185
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186
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