LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

Comprehensive Analysis of SEC 13F Filing: Loring Wolcott & Coolidge Fiduciary Advisors LLP/MA

1. Portfolio Overview

Loring Wolcott & Coolidge Fiduciary Advisors (LWC) manages a substantial, diversified equity portfolio valued at approximately $11.40 billion as of September 30, 2025. The portfolio experienced modest growth of 0.7% ($80M) over the quarter, rising from $11.32B. The fund maintains a high level of diversification, holding 628 distinct positions. This large number of holdings su...