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
476
$15K ﹤0.01%
836
-803
477
$15K ﹤0.01%
400
478
$15K ﹤0.01%
1,900
479
$15K ﹤0.01%
741
480
$14K ﹤0.01%
1,750
481
$14K ﹤0.01%
700
482
$14K ﹤0.01%
825
483
$13K ﹤0.01%
46
484
$13K ﹤0.01%
10
485
$13K ﹤0.01%
168
-158
486
$13K ﹤0.01%
100
487
$12K ﹤0.01%
500
488
$12K ﹤0.01%
55
-400
489
$12K ﹤0.01%
62
+25
490
$12K ﹤0.01%
33
491
$12K ﹤0.01%
1,206
492
$12K ﹤0.01%
+500
493
$11K ﹤0.01%
536
494
$11K ﹤0.01%
84
495
$11K ﹤0.01%
792
-1,438
496
$11K ﹤0.01%
300
497
$10K ﹤0.01%
325
498
$10K ﹤0.01%
450
499
$10K ﹤0.01%
+50
500
$10K ﹤0.01%
820
18 19
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