Loring Wolcott & Coolidge Fiduciary Advisors LLP Portfolio Holdings
Loring Wolcott & Coolidge Fiduciary Advisors LLP
- $10.3 Billion
- Q1 2025
Loring Wolcott & Coolidge Fiduciary Advisors LLP has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $10.3 Billion distributed in 661 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Mastercard Inc with a value of $793M, Microsoft Corp with a value of $716M, Intuit Inc with a value of $574M, Alphabet Inc. with a value of $474M, and Stryker Corp with a value of $437M.
Examining the 13F form we can see an decrease of $535M in the current position value, from $10.9B to 10.3B.
Below you can find more details about Loring Wolcott & Coolidge Fiduciary Advisors LLP portfolio as well as his latest detailed transactions.
Portfolio value
$10.3 Billion
Technology: $3.61 Billion
Healthcare: $1.71 Billion
Financial Services: $1.23 Billion
Consumer Cyclical: $1.16 Billion
Industrials: $745 Million
Communication Services: $639 Million
Consumer Defensive: $588 Million
Real Estate: $311 Million
Other: $357 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 661
- Current Value $10.3 Billion
- Prior Value $10.9 Billion
- Filing
- Period Q1 2025
- Filing Date April 24, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 27 stocks
- Additional Purchases 59 stocks
- Sold out of 0 stocks
- Reduced holdings in 187 stocks