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
26
$89.1M 1.23%
799,038
-157,524
27
$87.5M 1.21%
385,325
+6,528
28
$86.1M 1.19%
221,727
+3,401
29
$81.4M 1.12%
408,942
-2,481
30
$79.9M 1.1%
220,438
-1,201
31
$77.2M 1.06%
1,523,371
-24,392
32
$67.9M 0.94%
1,671,170
+99,780
33
$65.6M 0.9%
261,764
-234
34
$58.9M 0.81%
492,595
-2,395
35
$56.1M 0.77%
398,639
-1,458
36
$52M 0.72%
2,286,488
-382,332
37
$48.8M 0.67%
147,752
-624
38
$41.5M 0.57%
245,699
-1,657
39
$37.4M 0.52%
533,476
-2,226
40
$36.6M 0.51%
205,098
-8,147
41
$35.2M 0.49%
202,200
+10,461
42
$34.9M 0.48%
504,288
+220,971
43
$34.1M 0.47%
252,495
-12,530
44
$31.1M 0.43%
219,091
+3,976
45
$31M 0.43%
168,596
+130
46
$29.9M 0.41%
139,114
-220
47
$29.8M 0.41%
407,358
-4,974
48
$29.2M 0.4%
231,243
+171
49
$27.5M 0.38%
207,760
+194
50
$27.4M 0.38%
612,023
-15,927
1
2
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