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
326
$87K ﹤0.01%
3,266
+509
327
$86K ﹤0.01%
5,389
328
$85K ﹤0.01%
2,220
329
$84K ﹤0.01%
679
330
$82K ﹤0.01%
500
331
$82K ﹤0.01%
1,905
332
$81K ﹤0.01%
665
333
$79K ﹤0.01%
708
-125
334
$78K ﹤0.01%
616
335
$78K ﹤0.01%
805
336
$77K ﹤0.01%
5,036
337
$77K ﹤0.01%
1,718
-2,748
338
$77K ﹤0.01%
4,085
339
– –
0
340
$76K ﹤0.01%
652
-150
341
$76K ﹤0.01%
2,000
342
$75K ﹤0.01%
1,931
343
$75K ﹤0.01%
1,207
344
$73K ﹤0.01%
7,500
345
$72K ﹤0.01%
905
346
$72K ﹤0.01%
3,120
347
$72K ﹤0.01%
1,953
348
$72K ﹤0.01%
710
349
$71K ﹤0.01%
475
350
$70K ﹤0.01%
390
12 13
14
15 16