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
51
$27M 0.37%
220,364
-11,041
52
$26.7M 0.37%
377,700
-32,440
53
$25.9M 0.36%
140,594
-1,201
54
$24.6M 0.34%
269,979
+900
55
$19.9M 0.27%
269,803
+170,434
56
$19.3M 0.27%
47,631
+45,104
57
$19.3M 0.27%
81,690
-267
58
$19.3M 0.27%
70,175
+946
59
$16.4M 0.23%
192,029
-1,780
60
$13.1M 0.18%
306,814
-87,380
61
$13M 0.18%
210,884
-126,003
62
$12M 0.17%
36,035
+10
63
$11.7M 0.16%
315,621
+1,200
64
$10.4M 0.14%
173,398
-314
65
$9.68M 0.13%
41,288
66
$8.82M 0.12%
50,471
-1,750
67
$8.36M 0.12%
78,850
-6,863
68
$8.22M 0.11%
83,714
-1,175
69
$7.41M 0.1%
116,557
70
$7.18M 0.1%
29,745
-225
71
$6.87M 0.09%
22,186
-1,700
72
$6.78M 0.09%
321,311
-575,358
73
$6.17M 0.09%
69,196
+1,159
74
$6.08M 0.08%
135,975
-1,476
75
$5.75M 0.08%
30,459
-1,385
1 2
3
4 5