LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Institutional investor · Portfolio as of Q1 2019
Top Holdings740 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MASTERCARD INC - A | 2M | $463M | 7.0% | $226.44 | 0.00% | 1 qtr | New 97 |
AMERICAN TOWER CORP | 1.5M | $305.3M | 4.6% | $164.08 | 0.00% | 1 qtr | New 86 |
INTUIT INC | 1.1M | $278.4M | 4.2% | $249.57 | 0.00% | 1 qtr | New 85 |
STRYKER CORP | 1.3M | $249.9M | 3.8% | $183.87 | 0.00% | 1 qtr | New 85 |
DANAHER CORP | 1.9M | $247.3M | 3.8% | $113.63 | 0.00% | 1 qtr | New 85 |
FISERV INC | 2.7M | $242.7M | 3.7% | $88.28 | 0.00% | 1 qtr | New 85 |
TJX COMPANIES INC | 4.5M | $238M | 3.6% | $48.16 | 0.00% | 1 qtr | New 85 |
MICROSOFT CORP | 2M | $232.7M | 3.5% | $110.82 | 0.00% | 1 qtr | New 85 |
WEX INC | 1.2M | $231.3M | 3.5% | $191.99 | 0.00% | 1 qtr | New 85 |
AUTOMATIC DATA PROCESSING | 1.3M | $200.5M | 3.0% | $136.29 | 0.00% | 1 qtr | New 85 |
CANADIAN NATL RAILWAY CO | 1.9M | $171.7M | 2.6% | $77.93 | 0.00% | 1 qtr | New 79 |
PAYCOM SOFTWARE INC | 900,333 | $170.3M | 2.6% | $185.37 | 0.00% | 1 qtr | New 79 |
ALPHABET INC-CL A | 132,119 | $155.5M | 2.4% | $58.40 | 0.00% | 1 qtr | New 78 |
CHURCH & DWIGHT CO INC | 2.2M | $154.4M | 2.3% | $65.12 | 0.00% | 1 qtr | New 78 |
ABBOTT LABORATORIES | 1.9M | $154.4M | 2.3% | $69.76 | 0.00% | 1 qtr | New 78 |
BECTON DICKINSON AND CO | 597,403 | $149.2M | 2.3% | $170.46 | 0.00% | 1 qtr | New 78 |
EOG RESOURCES INC | 1.3M | $120.8M | 1.8% | $70.12 | 0.00% | 1 qtr | New 69 |
COGNIZANT TECH SOLUTIONS-A | 1.6M | $118.2M | 1.8% | $65.52 | 0.00% | 1 qtr | New 69 |
STARBUCKS CORP | 1.6M | $115.4M | 1.8% | $63.07 | 0.00% | 1 qtr | New 69 |
| 1.9M | $111.5M | 1.7% | — | — | 1 qtr | New 69 |
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 Rating: 3/5.0.
Active quarter - 739 new positions, 0 exits, 0 increased. Top move: MA (NEW, conviction 97). 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
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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