Loring Wolcott & Coolidge Fiduciary Advisors LLP Portfolio Holdings
Loring Wolcott & Coolidge Fiduciary Advisors LLP
- $11.1 Billion
- Q3 2024
Loring Wolcott & Coolidge Fiduciary Advisors LLP has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $11.1 Billion distributed in 673 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $828M, Mastercard Inc with a value of $734M, Intuit Inc with a value of $582M, Alphabet Inc. with a value of $510M, and Danaher Corp with a value of $467M.
Examining the 13F form we can see an increase of $571M in the current position value, from $10.5B to 11.1B.
Below you can find more details about Loring Wolcott & Coolidge Fiduciary Advisors LLP portfolio as well as his latest detailed transactions.
Portfolio value
$11.1 Billion
Technology: $4.04 Billion
Healthcare: $1.96 Billion
Consumer Cyclical: $1.19 Billion
Financial Services: $1.13 Billion
Industrials: $772 Million
Communication Services: $676 Million
Consumer Defensive: $579 Million
Real Estate: $344 Million
Other: $372 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 673
- Current Value $11.1 Billion
- Prior Value $10.5 Billion
- Filing
- Period Q3 2024
- Filing Date October 25, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 54 stocks
- Additional Purchases 97 stocks
- Sold out of 0 stocks
- Reduced holdings in 176 stocks