LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11.4B
1-Year Est. Return 11.1%
This Quarter Est. Return
1 Year Est. Return
+11.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.25B
AUM Growth
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$15.5M
3
+$15.3M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$12.9M
5
MRK icon
Merck
MRK
+$12.6M

Top Sells

1
+$76.6M
2
+$17.6M
3
+$12.1M
4
HDB icon
HDFC Bank
HDB
+$8.69M
5
RTX icon
RTX Corp
RTX
+$7.76M

Sector Composition

1 Technology 34.42%
2 Healthcare 17.45%
3 Financials 11.43%
4 Consumer Discretionary 11.21%
5 Communication Services 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$266K ﹤0.01%
12,650
-2,200
227
$265K ﹤0.01%
7,450
-8,935
228
$261K ﹤0.01%
2,032
229
$261K ﹤0.01%
18,966
230
$260K ﹤0.01%
4,575
-707
231
$258K ﹤0.01%
3,000
232
$257K ﹤0.01%
2,800
-600
233
$254K ﹤0.01%
8,050
234
$247K ﹤0.01%
2,337
-200
235
$242K ﹤0.01%
13,897
236
$236K ﹤0.01%
1,965
237
$231K ﹤0.01%
329
238
$230K ﹤0.01%
9,600
239
$228K ﹤0.01%
955
240
$219K ﹤0.01%
1,203
241
$216K ﹤0.01%
1,480
242
$205K ﹤0.01%
2,519
-1,990
243
$202K ﹤0.01%
5,500
-500
244
$201K ﹤0.01%
1,988
245
$201K ﹤0.01%
5,062
+288
246
$200K ﹤0.01%
3,900
247
$198K ﹤0.01%
1,740
-120
248
$198K ﹤0.01%
1,000
249
$197K ﹤0.01%
2,734
250
$195K ﹤0.01%
2,000
8 9
10
11 12