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
1
$964M 8.46%
1,851,757
-31,215
2
$795M 6.98%
1,386,151
-20,444
3
$762M 6.69%
3,012,702
-36,739
4
$629M 5.52%
927,420
+3,726
5
$487M 4.27%
2,201,561
-13,217
6
$444M 3.89%
1,157,924
-8,181
7
$372M 3.26%
1,668,285
-5,133
8
$371M 3.25%
1,428,893
-34,988
9
$362M 3.18%
2,921,333
+109,427
10
$322M 2.82%
1,765,585
+58,368
11
$316M 2.78%
2,221,686
-39,895
12
$310M 2.72%
542,687
-2,850
13
$294M 2.58%
1,566,075
+59,655
14
$262M 2.3%
1,377,912
-14,538
15
$228M 2%
241,596
+929
16
$215M 1.88%
971,909
+999
17
$211M 1.85%
1,669,794
-14,976
18
$199M 1.74%
574,043
+14,581
19
$190M 1.67%
949,410
-11,325
20
$187M 1.64%
642,602
+33,225
21
$181M 1.59%
511,902
-72,188
22
$178M 1.56%
630,586
-7,386
23
$162M 1.43%
221,330
+768
24
$159M 1.4%
207,954
-1,086
25
$153M 1.34%
1,416,204
+318
1
2 3 4 5