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
201
$382K 0.01%
4,812
-3,765
202
$374K 0.01%
1,705
+1,295
203
$354K ﹤0.01%
1,839
+699
204
$346K ﹤0.01%
1,127
205
$345K ﹤0.01%
3,300
206
$335K ﹤0.01%
9,303
207
$335K ﹤0.01%
1,075
-155
208
$333K ﹤0.01%
12,438
-4,465
209
$331K ﹤0.01%
1,560
210
$330K ﹤0.01%
614
211
$320K ﹤0.01%
2,875
212
$318K ﹤0.01%
7,600
+3,000
213
$314K ﹤0.01%
4,900
214
$312K ﹤0.01%
7,544
-1,494
215
$305K ﹤0.01%
13,090
-1,609
216
$303K ﹤0.01%
4,660
-3,270
217
$300K ﹤0.01%
2,025
218
$300K ﹤0.01%
5,962
219
$289K ﹤0.01%
1,727
+20
220
$286K ﹤0.01%
3,330
221
$285K ﹤0.01%
8,123
-2,009
222
$285K ﹤0.01%
2,127
-2,786
223
$280K ﹤0.01%
1,400
224
$271K ﹤0.01%
935
+250
225
$268K ﹤0.01%
492
+2
7 8
9
10 11