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
201
$586K 0.01%
3,226
202
$569K 0.01%
1,721
203
$567K 0.01%
5,375
204
$555K ﹤0.01%
698
-27
205
$547K ﹤0.01%
1,875
206
$533K ﹤0.01%
5,968
207
$521K ﹤0.01%
4,026
-132
208
$510K ﹤0.01%
4,666
-750
209
$509K ﹤0.01%
1,155
210
$502K ﹤0.01%
2,694
211
$500K ﹤0.01%
1,533
212
$494K ﹤0.01%
1,851
-18,316
213
$490K ﹤0.01%
5,383
-305
214
$469K ﹤0.01%
7,570
-490
215
$466K ﹤0.01%
1,957
-370
216
$463K ﹤0.01%
3,041
-350
217
$441K ﹤0.01%
2,665
218
$437K ﹤0.01%
+10,975
219
$428K ﹤0.01%
3,587
220
$423K ﹤0.01%
1,365
-297
221
$421K ﹤0.01%
10,000
+5,000
222
$415K ﹤0.01%
273
-29
223
$400K ﹤0.01%
3,104
224
$397K ﹤0.01%
14,740
225
$394K ﹤0.01%
+4,645
7 8
9
10 11