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
1
$937M 8.28%
1,882,972
-24,548
2
$790M 6.99%
1,406,595
-40,781
3
$728M 6.43%
923,694
-10,794
4
$537M 4.75%
3,049,441
-13,500
5
$486M 4.29%
2,214,778
+14,542
6
$485M 4.28%
2,811,906
+35,524
7
$461M 4.08%
1,166,105
-8,193
8
$331M 2.92%
1,673,418
+2,082
9
$310M 2.74%
1,506,420
-11,550
10
$308M 2.72%
1,392,450
+7,945
11
$300M 2.65%
1,463,881
-22,023
12
$279M 2.47%
2,261,581
-38,343
13
$270M 2.38%
1,707,217
+149,379
14
$238M 2.11%
240,667
-3,535
15
$229M 2.03%
1,684,770
-14,103
16
$226M 2%
584,090
-2,490
17
$222M 1.96%
960,735
-2,568
18
$221M 1.95%
545,537
+22,057
19
$212M 1.87%
970,910
+4,778
20
$199M 1.76%
559,462
-10,211
21
$197M 1.74%
637,972
-2,505
22
$175M 1.55%
609,377
+35,219
23
$169M 1.5%
1,415,886
-1,029
24
$163M 1.44%
220,562
-1,127
25
$148M 1.31%
1,425,079
-7,228
1
2 3 4 5