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
76
$5.36M 0.07%
525,102
-44,163
77
$5.28M 0.07%
36,512
-7,156
78
$5.13M 0.07%
67,765
-230
79
$4.83M 0.07%
72,600
-100
80
$4.83M 0.07%
37,009
+350
81
$4.81M 0.07%
103,206
+3,676
82
$4.78M 0.07%
22,451
-268
83
$4.64M 0.06%
49,320
-1,807
84
$4.47M 0.06%
14,728
+6,664
85
$4.1M 0.06%
16,960
+490
86
$3.83M 0.05%
21,573
87
$3.73M 0.05%
10,345
+3,480
88
$3.7M 0.05%
56,968
-53,453
89
$3.56M 0.05%
22,718
90
$3.54M 0.05%
88,680
-9,381
91
$3.52M 0.05%
39,236
-252
92
$3.52M 0.05%
59,843
-408
93
$3.51M 0.05%
10,115
94
$3.23M 0.04%
+56,755
95
$3.11M 0.04%
15,279
-3,944
96
$3.1M 0.04%
29,760
+1,580
97
$3.05M 0.04%
22,289
+4,873
98
$2.84M 0.04%
44,545
-1,550
99
$2.73M 0.04%
15,547
-670
100
$2.6M 0.04%
273,720
-13,000
2 3
4
5 6