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
651
– –
-600
652
$0 ﹤0.01%
12
653
– –
-1,755
654
– –
-54
655
– –
-700
656
– –
-900
657
– –
-1,295
658
– –
-450
659
$0 ﹤0.01%
10
660
– –
-2,000
661
– –
-100
662
– –
-5,974
663
– –
-106
664
– –
-1,000
665
– –
-352
666
– –
-1,820
667
– –
-2,000
668
– –
-1,900
669
– –
-731
670
– –
-1,240
671
– –
-7,569
672
– –
-2,290
673
– –
-1,700
674
– –
-825
675
$0 ﹤0.01%
10
24 25 26
27
28