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
201
$714K 0.01%
12,668
202
$714K 0.01%
7,575
+6,590
203
$711K 0.01%
1,533
204
$705K 0.01%
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205
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+2,660
206
$696K 0.01%
9,570
207
$688K 0.01%
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208
$681K 0.01%
4,708
209
$675K 0.01%
10,458
210
$675K 0.01%
3,725
211
$666K 0.01%
3,060
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212
$666K 0.01%
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213
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214
$662K 0.01%
9,756
215
$655K 0.01%
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216
$645K 0.01%
22,020
-2,900
217
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218
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219
$631K 0.01%
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220
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3,286
221
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2,430
222
$615K 0.01%
3,226
223
$615K 0.01%
9,682
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224
$608K 0.01%
+7,800
225
$590K 0.01%
+19,260
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