LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Institutional investor · Portfolio as of Q1 2019
Top Holdings740 positions
MasterCard Incorporated | 2M | $463M | 7.0% | $225.67 | 0.00% | 1 qtr | First report 0 |
American Tower Corporation | 1.5M | $305.3M | 4.6% | $164.08 | 0.00% | 1 qtr | First report 0 |
INTUIT | 1.1M | $278.4M | 4.2% | $247.70 | 0.00% | 1 qtr | First report 0 |
Stryker Corporation | 1.3M | $249.9M | 3.8% | $182.30 | 0.00% | 1 qtr | First report 0 |
Danaher Corporation | 1.9M | $247.3M | 3.8% | $112.95 | 0.00% | 1 qtr | First report 0 |
FISERV INC | 2.7M | $242.7M | 3.7% | $88.28 | 0.00% | 1 qtr | First report 0 |
The TJX Companies Inc. | 4.5M | $238M | 3.6% | $48.16 | 0.00% | 1 qtr | First report 0 |
Microsoft Corp. | 2M | $232.7M | 3.5% | $110.12 | 0.00% | 1 qtr | First report 0 |
WEX INC | 1.2M | $231.3M | 3.5% | $191.99 | 0.00% | 1 qtr | First report 0 |
Automatic Data Processing, Inc. | 1.3M | $200.5M | 3.0% | $135.42 | 0.00% | 1 qtr | First report 0 |
CANADIAN NATL RY CO | 1.9M | $171.7M | 2.6% | $77.51 | 0.00% | 1 qtr | First report 0 |
PAYCOM SOFTWARE INC | 900,333 | $170.3M | 2.6% | $184.07 | 0.00% | 1 qtr | First report 0 |
Alphabet Inc. | 132,119 | $155.5M | 2.4% | $58.29 | 0.00% | 1 qtr | First report 0 |
Church & Dwight Co Inc. | 2.2M | $154.4M | 2.3% | $65.12 | 0.00% | 1 qtr | First report 0 |
Abbott Laboratories | 1.9M | $154.4M | 2.3% | $69.76 | 0.00% | 1 qtr | First report 0 |
BECTON DICKINSON & CO | 597,403 | $149.2M | 2.3% | $169.46 | 0.00% | 1 qtr | First report 0 |
EOG Resources Inc. | 1.3M | $120.8M | 1.8% | $70.12 | 0.00% | 1 qtr | First report 0 |
COGNIZANT TECHNOLOGY SOLUTIO | 1.6M | $118.2M | 1.8% | $65.52 | 0.00% | 1 qtr | First report 0 |
STARBUCKS CORP | 1.6M | $115.4M | 1.8% | $63.07 | 0.00% | 1 qtr | First report 0 |
| 1.9M | $111.5M | 1.7% | — | — | 1 qtr | First report 0 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA manages $6.6B across 740 positions as of Q1 2019. Top holdings: MA (7.0%), AMT (4.6%), INTU (4.2%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
First quarter we have for this fund: 740 positions, nothing earlier to compare. No standout high-conviction moves this quarter. Portfolio: $6.6B across 740 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR