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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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
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