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LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $10.3B
1-Year Est. Return 3.26%
This Fund
S&P 500
This Quarter Est. Return
+2.95%
1 Year Est. Return
+3.26%
3 Year Est. Return
+43.63%
5 Year Est. Return
+56.22%
10 Year Est. Return
+342.64%
AUM
$11.4B
AUM Growth
+$81.8M
Cap. Flow
-$82.5M
Cap. Flow %
-0.72%
Top 10 Hldgs %
48.32%
Holding
561
New
43
Increased
76
Reduced
163
Closed
34

Top Buys

Rank Stock Value
1
SNPS icon
Synopsys
SNPS
+$46M
2
FISV
Fiserv Inc
FISV
+$15.7M
3
NOW icon
ServiceNow
NOW
+$11.1M
4
NVDA icon
NVIDIA
NVDA
+$10.2M
5
VEEV icon
Veeva Systems
VEEV
+$9.35M

Top Sells

Rank Stock Value
1
WEX icon
WEX
WEX
+$48.4M
2
CRM icon
Salesforce
CRM
+$28.7M
3
ADBE icon
Adobe
ADBE
+$25.9M
4
MSFT icon
Microsoft
MSFT
+$15.9M
5
FDS icon
Factset
FDS
+$12.3M

Sector Composition

Rank Sector Weight
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
PODD icon
276
Insulet
PODD
$10B
$333K ﹤0.01%
1,030
– –
AR icon
277
Antero Resources
AR
$11.3B
$328K ﹤0.01%
+10,000
New +$333K
IJH icon
278
iShares Core S&P Mid-Cap ETF
IJH
$128B
$324K ﹤0.01%
4,935
-2,635
-35% -$169K
IWS icon
279
iShares Russell Mid-Cap Value ETF
IWS
$16B
$316K ﹤0.01%
2,259
– –
DOW icon
280
Dow Inc
DOW
$22.1B
$315K ﹤0.01%
12,868
-1,610
-11% -$40.1K
CNQ icon
281
Canadian Natural Resources
CNQ
$97.8B
$312K ﹤0.01%
+10,000
New +$313K
YUM icon
282
Yum! Brands
YUM
$41.5B
$310K ﹤0.01%
2,119
– –
WM icon
283
Waste Management
WM
$90B
$309K ﹤0.01%
1,428
– –
BAM icon
284
Brookfield Asset Management
BAM
$87.2B
$308K ﹤0.01%
+5,730
New +$341K
J icon
285
Jacobs Solutions
J
$16.7B
$297K ﹤0.01%
1,845
-205
-10% -$29.5K
VONG icon
286
Vanguard Russell 1000 Growth ETF
VONG
$46.2B
$293K ﹤0.01%
2,407
+115
+5% +$13.2K
BTU icon
287
Peabody Energy
BTU
$2.99B
$291K ﹤0.01%
10,000
– –
VO icon
288
Vanguard Morningstar Mid-Cap ETF
VO
$111B
$291K ﹤0.01%
3,960
– –
UPS icon
289
United Parcel Service
UPS
$89.4B
$287K ﹤0.01%
3,300
-400
-11% -$36.2K
EQIX icon
290
Equinix
EQIX
$106B
$283K ﹤0.01%
340
-358
-51% -$280K
IWV icon
291
iShares Russell 3000 ETF
IWV
$20.5B
$271K ﹤0.01%
710
– –
CRWD icon
292
CrowdStrike
CRWD
$227B
$269K ﹤0.01%
2,060
– –
LAMR icon
293
Lamar Advertising Co
LAMR
$15.9B
$261K ﹤0.01%
2,175
– –
SO icon
294
Southern Company
SO
$106B
$254K ﹤0.01%
2,646
– –
TSM icon
295
TSMC
TSM
$2.25T
$251K ﹤0.01%
863
+16
+2% +$3.91K
KNSL icon
296
Kinsale Capital Group
KNSL
$8.48B
$249K ﹤0.01%
550
– –
MRVL icon
297
Marvell Technology
MRVL
$205B
$248K ﹤0.01%
2,995
-150
-5% -$11K
MMYT icon
298
MakeMyTrip
MMYT
$5.62B
$241K ﹤0.01%
2,710
+565
+26% +$54.9K
HPQ icon
299
HP
HPQ
$27.6B
$241K ﹤0.01%
8,657
– –
AEP icon
300
American Electric Power
AEP
$68.1B
$240K ﹤0.01%
2,065
-150
-7% -$16.4K
10 11
12
13 14

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ACA
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RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
URS
Utah Retirement Systems Salt Lake City, Utah $9.78B AUM 28.72% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Loring Wolcott & Coolidge Fiduciary Advisors held 561 positions worth $11.4B, up 0.72% from $11.3B the previous quarter. Its ten largest holdings account for 48% of the portfolio.

Loring Wolcott & Coolidge Fiduciary Advisors's Q3 2025 filing shows 43 new, 76 increased, 163 reduced and 34 closed positions. Its largest new stake was Gildan: 26,530 shares worth $1.61M. The largest sale was WEX, an estimated $48.4M.

By sector, the portfolio is most concentrated in Technology at 38% of assets, down from 41% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • Loring Wolcott & Coolidge Fiduciary Advisors's largest Q3 2025 buy was Gildan: 26,530 shares worth $1.61M.
  • Loring Wolcott & Coolidge Fiduciary Advisors added most to Synopsys in Q3 2025, an estimated $46M increase.
  • Loring Wolcott & Coolidge Fiduciary Advisors's biggest Q3 2025 reduction was WEX, cutting an estimated $48.4M.
  • Loring Wolcott & Coolidge Fiduciary Advisors fully exited GoDaddy in Q3 2025, selling an estimated $5.44M.
  • Loring Wolcott & Coolidge Fiduciary Advisors's ten largest holdings make up 48% of its $11.4B portfolio in Q3 2025.
  • Loring Wolcott & Coolidge Fiduciary Advisors opened 43 new positions and closed 34 in Q3 2025.
  • Loring Wolcott & Coolidge Fiduciary Advisors's portfolio value rose 0.72% quarter-over-quarter to $11.4B.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.