Loring Wolcott & Coolidge Fiduciary Advisors LLP Portfolio Holdings
Loring Wolcott & Coolidge Fiduciary Advisors LLP
- $10.5 Billion
- Q2 2024
Loring Wolcott & Coolidge Fiduciary Advisors LLP has filed its 13F form on July 17, 2024 for Q2 2024 where it was disclosed a total value porftolio of $10.5 Billion distributed in 654 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $846M, Mastercard Inc with a value of $655M, Intuit Inc with a value of $616M, Alphabet Inc. with a value of $545M, and Danaher Corp with a value of $419M.
Examining the 13F form we can see an increase of $64.2M in the current position value, from $10.4B to 10.5B.
Below you can find more details about Loring Wolcott & Coolidge Fiduciary Advisors LLP portfolio as well as his latest detailed transactions.
Portfolio value
$10.5 Billion
Technology: $4.01 Billion
Healthcare: $1.78 Billion
Consumer Cyclical: $1.09 Billion
Financial Services: $986 Million
Industrials: $703 Million
Communication Services: $702 Million
Consumer Defensive: $550 Million
Real Estate: $291 Million
Other: $367 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 654
- Current Value $10.5 Billion
- Prior Value $10.4 Billion
- Filing
- Period Q2 2024
- Filing Date July 17, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 30 stocks
- Additional Purchases 100 stocks
- Sold out of 0 stocks
- Reduced holdings in 162 stocks