Loring Wolcott & Coolidge Fiduciary Advisors LLP Portfolio Holdings
Loring Wolcott & Coolidge Fiduciary Advisors LLP
- $10.9 Billion
- Q4 2024
Loring Wolcott & Coolidge Fiduciary Advisors LLP has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $10.9 Billion distributed in 661 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $805M, Mastercard Inc with a value of $773M, Intuit Inc with a value of $586M, Alphabet Inc. with a value of $579M, and Amazon Com Inc with a value of $484M.
Examining the 13F form we can see an decrease of $180M in the current position value, from $11.1B to 10.9B.
Below you can find more details about Loring Wolcott & Coolidge Fiduciary Advisors LLP portfolio as well as his latest detailed transactions.
Portfolio value
$10.9 Billion
Technology: $4.04 Billion
Healthcare: $1.73 Billion
Consumer Cyclical: $1.24 Billion
Financial Services: $1.2 Billion
Communication Services: $753 Million
Industrials: $737 Million
Consumer Defensive: $566 Million
Real Estate: $267 Million
Other: $350 Million
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 661
- Current Value $10.9 Billion
- Prior Value $11.1 Billion
- Filing
- Period Q4 2024
- Filing Date January 28, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 16 stocks
- Additional Purchases 43 stocks
- Sold out of 0 stocks
- Reduced holdings in 214 stocks