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
201
$463K 0.01%
16,512
-3,390
202
$454K 0.01%
3,815
203
$449K 0.01%
3,226
204
$446K 0.01%
3,687
-8
205
$439K ﹤0.01%
5,375
-1,600
206
$435K ﹤0.01%
10,708
-1,235
207
$433K ﹤0.01%
6,528
+26
208
$432K ﹤0.01%
7,325
+62
209
$430K ﹤0.01%
5,853
210
$430K ﹤0.01%
+9,085
211
$429K ﹤0.01%
2,153
-165
212
$428K ﹤0.01%
6,213
+780
213
$422K ﹤0.01%
10,805
+1,775
214
$419K ﹤0.01%
3,549
-847
215
$407K ﹤0.01%
850
216
$400K ﹤0.01%
4,708
-396
217
$393K ﹤0.01%
2,665
218
$391K ﹤0.01%
1,155
219
$390K ﹤0.01%
10,586
220
$387K ﹤0.01%
1,900
-885
221
$383K ﹤0.01%
5,820
-1,995
222
$373K ﹤0.01%
17,336
-111
223
$369K ﹤0.01%
2,519
-2,069
224
$358K ﹤0.01%
3,649
+2,003
225
$356K ﹤0.01%
5,108
-1,125
7 8
9
10 11