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
251
$194K ﹤0.01%
1,000
252
$189K ﹤0.01%
3,694
+88
253
$188K ﹤0.01%
1,339
-5,535
254
$188K ﹤0.01%
+7,125
255
$187K ﹤0.01%
2,600
256
$186K ﹤0.01%
1,200
257
$181K ﹤0.01%
9,888
-11,566
258
$179K ﹤0.01%
15,536
259
$178K ﹤0.01%
3,082
260
$176K ﹤0.01%
1,148
261
$174K ﹤0.01%
2,200
262
$171K ﹤0.01%
875
263
$166K ﹤0.01%
4,320
264
$163K ﹤0.01%
2,760
-7,010
265
$162K ﹤0.01%
3,265
266
$158K ﹤0.01%
1,820
267
$157K ﹤0.01%
1,672
268
$153K ﹤0.01%
1,500
269
$150K ﹤0.01%
6,473
270
$150K ﹤0.01%
3,000
271
$150K ﹤0.01%
1,510
272
$149K ﹤0.01%
1,994
273
$149K ﹤0.01%
1,352
274
$147K ﹤0.01%
1,370
-100
275
$146K ﹤0.01%
2,850
9 10
11
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