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
401
$38K ﹤0.01%
298
402
$38K ﹤0.01%
1,000
403
$37K ﹤0.01%
350
404
$36K ﹤0.01%
870
+670
405
$36K ﹤0.01%
290
406
$36K ﹤0.01%
1,089
407
$35K ﹤0.01%
625
408
$35K ﹤0.01%
+511
409
$35K ﹤0.01%
975
410
$35K ﹤0.01%
5,500
411
$33K ﹤0.01%
800
412
$32K ﹤0.01%
+681
413
$32K ﹤0.01%
258
414
$32K ﹤0.01%
125
+90
415
$32K ﹤0.01%
337
416
$31K ﹤0.01%
2,092
417
$31K ﹤0.01%
8,000
418
$30K ﹤0.01%
1,449
419
$29K ﹤0.01%
2,500
420
$28K ﹤0.01%
457
421
$28K ﹤0.01%
110
422
$27K ﹤0.01%
258
423
$26K ﹤0.01%
9,667
424
$26K ﹤0.01%
500
425
$26K ﹤0.01%
290
15 16
17
18 19