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
126
$1.23M 0.02%
47,976
-311
127
$1.22M 0.02%
26,730
128
$1.15M 0.02%
19,228
+72
129
$1.13M 0.02%
14,917
-12,409
130
$1.13M 0.02%
21,144
131
$1.1M 0.02%
11,350
-1,165
132
$1.08M 0.01%
45,387
-335
133
$1.07M 0.01%
4
-1
134
$1.05M 0.01%
103,997
-8,450
135
$1.03M 0.01%
5,630
-740
136
$962K 0.01%
15,808
-1,880
137
$929K 0.01%
2,821
138
$928K 0.01%
9,748
139
$928K 0.01%
583
-465
140
$904K 0.01%
17,007
-4,561
141
$896K 0.01%
17,531
142
$894K 0.01%
8,327
143
$867K 0.01%
22,101
144
$814K 0.01%
2,760
+60
145
$779K 0.01%
23,800
+1,000
146
$776K 0.01%
2,390
147
$775K 0.01%
6,820
148
$754K 0.01%
5,407
149
$749K 0.01%
7,000
150
$740K 0.01%
3,430
-2,130
4 5
6
7 8