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
101
$2.55M 0.04%
8,256
+1,017
102
$2.45M 0.03%
17,702
-7,620
103
$2.44M 0.03%
+109,578
104
$2.38M 0.03%
56,731
-645
105
$2.27M 0.03%
13,225
106
$2.24M 0.03%
73,555
-1,160
107
$2.23M 0.03%
72,055
-677
108
$2.22M 0.03%
8,284
109
$2.13M 0.03%
8,623
-2,020
110
$2.02M 0.03%
11,660
-1,831
111
$1.92M 0.03%
45,384
-857
112
$1.91M 0.03%
21,858
+972
113
$1.9M 0.03%
12,109
-357
114
$1.8M 0.02%
9,465
115
$1.77M 0.02%
28,780
116
$1.76M 0.02%
13,086
-650
117
$1.72M 0.02%
61,200
+7,485
118
$1.68M 0.02%
23,280
-1,050
119
$1.59M 0.02%
4,855
120
$1.54M 0.02%
28,141
-4,436
121
$1.36M 0.02%
11,346
-300
122
$1.36M 0.02%
34,802
-13,744
123
$1.34M 0.02%
11,420
124
$1.27M 0.02%
16,577
+5,955
125
$1.25M 0.02%
10,828
-690
3 4
5
6 7