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
576
$1K ﹤0.01%
54
577
$1K ﹤0.01%
15
-270
578
$1K ﹤0.01%
25
579
$1K ﹤0.01%
22
580
$1K ﹤0.01%
21
581
$1K ﹤0.01%
13
582
$0 ﹤0.01%
325
583
$0 ﹤0.01%
2
584
– –
-3,500
585
– –
-7,537
586
– –
-784
587
– –
-1,250
588
– –
-300
589
– –
-895
590
– –
-6
591
– –
-56
592
$0 ﹤0.01%
60
593
$0 ﹤0.01%
32
594
– –
-501
595
– –
-1,015
596
– –
-600
597
– –
-26
598
– –
-10,413
599
– –
-30
600
– –
-480
22 23
24
25 26