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
276
$142K ﹤0.01%
10,160
277
$141K ﹤0.01%
3,295
278
$141K ﹤0.01%
1,800
279
$140K ﹤0.01%
7,627
-1,990
280
$139K ﹤0.01%
4,070
-625
281
$131K ﹤0.01%
725
282
$126K ﹤0.01%
1,590
283
$125K ﹤0.01%
12,897
284
$125K ﹤0.01%
2,127
285
$125K ﹤0.01%
3,320
286
$123K ﹤0.01%
916
+45
287
$123K ﹤0.01%
5,510
288
$121K ﹤0.01%
1,822
289
$121K ﹤0.01%
2,300
+800
290
$121K ﹤0.01%
5,247
-1,000
291
$115K ﹤0.01%
8,044
292
$115K ﹤0.01%
4,598
293
$115K ﹤0.01%
6,805
294
$114K ﹤0.01%
2,500
295
$114K ﹤0.01%
1,849
-1,614
296
$111K ﹤0.01%
1,625
-600
297
$105K ﹤0.01%
1,225
298
$105K ﹤0.01%
5,790
299
$105K ﹤0.01%
509
300
$105K ﹤0.01%
4,144
+483
10 11
12
13 14