Loring Wolcott & Coolidge Fiduciary Advisors LLP Portfolio Holdings
Loring Wolcott & Coolidge Fiduciary Advisors LLP
- $10.4 Billion
- Q1 2024
Loring Wolcott & Coolidge Fiduciary Advisors LLP has filed its 13F form on April 23, 2024 for Q1 2024 where it was disclosed a total value porftolio of $10.4 Billion distributed in 666 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $807M, Mastercard Inc with a value of $726M, Intuit Inc with a value of $619M, Alphabet Inc. with a value of $452M, and Stryker Corp with a value of $435M.
Examining the 13F form we can see an increase of $603M in the current position value, from $9.82B to 10.4B.
Below you can find more details about Loring Wolcott & Coolidge Fiduciary Advisors LLP portfolio as well as his latest detailed transactions.
Portfolio value
$10.4 Billion
Technology: $3.84 Billion
Healthcare: $1.84 Billion
Consumer Cyclical: $1.11 Billion
Financial Services: $1.08 Billion
Industrials: $746 Million
Communication Services: $605 Million
Consumer Defensive: $526 Million
Real Estate: $298 Million
Other: $377 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 666
- Current Value $10.4 Billion
- Prior Value $9.82 Billion
- Filing
- Period Q1 2024
- Filing Date April 23, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 41 stocks
- Additional Purchases 70 stocks
- Sold out of 0 stocks
- Reduced holdings in 175 stocks