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
376
$53K ﹤0.01%
4,317
377
$51K ﹤0.01%
663
378
$48K ﹤0.01%
1,143
379
$47K ﹤0.01%
530
380
$47K ﹤0.01%
1,004
381
$47K ﹤0.01%
860
382
$46K ﹤0.01%
333
383
$46K ﹤0.01%
780
384
$45K ﹤0.01%
514
385
$45K ﹤0.01%
+750
386
$45K ﹤0.01%
5,000
387
$45K ﹤0.01%
250
388
$44K ﹤0.01%
850
389
$44K ﹤0.01%
940
390
$43K ﹤0.01%
1,822
391
$43K ﹤0.01%
1,520
392
$42K ﹤0.01%
1,600
-1,000
393
$42K ﹤0.01%
567
394
$40K ﹤0.01%
500
395
$40K ﹤0.01%
733
396
$40K ﹤0.01%
926
397
$40K ﹤0.01%
1,437
398
$39K ﹤0.01%
760
399
$39K ﹤0.01%
3,680
-8,020
400
$38K ﹤0.01%
1,600
14 15
16
17 18