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
426
$26K ﹤0.01%
4,680
427
$24K ﹤0.01%
22,542
428
$24K ﹤0.01%
1,300
429
$23K ﹤0.01%
240
430
$23K ﹤0.01%
551
431
$23K ﹤0.01%
29
432
$22K ﹤0.01%
1,100
433
$22K ﹤0.01%
1,029
434
$22K ﹤0.01%
101
435
$21K ﹤0.01%
363
-433
436
$21K ﹤0.01%
550
437
$21K ﹤0.01%
825
438
$21K ﹤0.01%
300
439
$21K ﹤0.01%
2,300
440
$21K ﹤0.01%
435
441
$21K ﹤0.01%
1,500
442
$21K ﹤0.01%
1,935
443
$20K ﹤0.01%
355
444
$20K ﹤0.01%
855
445
$20K ﹤0.01%
80
446
$20K ﹤0.01%
645
447
$20K ﹤0.01%
210
448
$20K ﹤0.01%
525
449
$20K ﹤0.01%
375
450
$20K ﹤0.01%
160
-400
16 17
18
19 20