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
451
$19K ﹤0.01%
825
452
$19K ﹤0.01%
1,000
453
$19K ﹤0.01%
650
454
$19K ﹤0.01%
338
-300
455
$19K ﹤0.01%
450
456
$19K ﹤0.01%
100
457
$19K ﹤0.01%
500
458
$19K ﹤0.01%
1,074
+163
459
$19K ﹤0.01%
675
460
$18K ﹤0.01%
266
-1,690
461
$18K ﹤0.01%
300
462
$18K ﹤0.01%
1,475
463
$18K ﹤0.01%
205
464
$18K ﹤0.01%
300
465
$18K ﹤0.01%
1,000
466
$17K ﹤0.01%
600
467
$17K ﹤0.01%
725
468
$16K ﹤0.01%
14
469
$16K ﹤0.01%
130
470
$16K ﹤0.01%
953
471
$16K ﹤0.01%
515
472
$16K ﹤0.01%
250
473
$15K ﹤0.01%
250
474
$15K ﹤0.01%
257
475
$15K ﹤0.01%
164
-14
17 18
19
20 21