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
626
– –
-3,475
627
– –
-1,405
628
$0 ﹤0.01%
752
629
– –
-200
630
– –
-95
631
$0 ﹤0.01%
3
632
– –
-2,500
633
– –
-500
634
$0 ﹤0.01%
417
635
$0 ﹤0.01%
100
636
$0 ﹤0.01%
25
637
– –
-12
638
– –
-3,252
639
– –
-500
640
– –
-1,100
641
– –
-3,510
642
– –
-1,300
643
– –
-500
644
– –
-4,500
645
– –
-200
646
– –
-15,700
647
– –
-9
648
– –
-225
649
– –
-685
650
– –
-19
24 25
26
27 28