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
301
$104K ﹤0.01%
204
302
$103K ﹤0.01%
2,345
303
$102K ﹤0.01%
1,061
-2,685
304
$101K ﹤0.01%
1,043
305
$101K ﹤0.01%
6,352
306
$101K ﹤0.01%
5,500
307
$99K ﹤0.01%
1,188
308
$99K ﹤0.01%
2,342
309
$99K ﹤0.01%
672
310
$98K ﹤0.01%
15,000
311
$98K ﹤0.01%
500
312
$97K ﹤0.01%
1,000
313
$94K ﹤0.01%
2,666
314
$94K ﹤0.01%
557
315
$93K ﹤0.01%
5,385
316
$93K ﹤0.01%
1,075
-199
317
$93K ﹤0.01%
410
318
$91K ﹤0.01%
2,850
319
$90K ﹤0.01%
4,662
-11,844
320
$89K ﹤0.01%
1,107
321
$87K ﹤0.01%
1,444
322
$87K ﹤0.01%
840
323
$87K ﹤0.01%
7,950
324
$87K ﹤0.01%
1,820
325
$87K ﹤0.01%
825
11 12
13
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