LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Institutional investor · Portfolio as of Q1 2020
Top Holdings666 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MASTERCARD INC - A | 1.8M | $444.1M | 7.4% | $226.44 | +8.12% | 5 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 2.1M | $332.8M | 5.6% | $112.19 | +35.97% | 5 qtrssince 2019-Q1 | Increased 60 |
AMERICAN TOWER CORP | 1.5M | $330.2M | 5.5% | $164.08 | +19.09% | 5 qtrssince 2019-Q1 | Decreased 0 |
FISERV INC | 2.8M | $268M | 4.5% | $88.83 | +10.70% | 5 qtrssince 2019-Q1 | Increased 58 |
DANAHER CORP | 1.8M | $254.3M | 4.3% | $113.64 | +7.17% | 5 qtrssince 2019-Q1 | Decreased 0 |
INTUIT INC | 1M | $233.7M | 3.9% | $249.57 | -8.25% | 5 qtrssince 2019-Q1 | Decreased 0 |
STRYKER CORP | 1.3M | $217.1M | 3.6% | $183.23 | -16.27% | 5 qtrssince 2019-Q1 | Increased 58 |
TJX COMPANIES INC | 4.4M | $208.5M | 3.5% | $48.17 | -8.68% | 5 qtrssince 2019-Q1 | Decreased 0 |
PAYCOM SOFTWARE INC | 866,033 | $174.9M | 2.9% | $185.51 | +12.60% | 5 qtrssince 2019-Q1 | Decreased 0 |
AUTOMATIC DATA PROCESSING | 1.3M | $171.4M | 2.9% | $138.55 | -11.92% | 5 qtrssince 2019-Q1 | Increased 52 |
BECTON DICKINSON AND CO | 731,624 | $168.1M | 2.8% | $172.98 | -9.75% | 5 qtrssince 2019-Q1 | Increased 53 |
ALPHABET INC-CL A | 136,156 | $158.2M | 2.7% | $58.41 | -2.60% | 5 qtrssince 2019-Q1 | Increased 52 |
AMAZON.COM INC | 80,583 | $157.1M | 2.6% | $90.58 | +8.42% | 5 qtrssince 2019-Q1 | Increased 53 |
ADOBE INC | 483,133 | $153.8M | 2.6% | $287.36 | +10.75% | 5 qtrssince 2019-Q1 | Increased 54 |
ABBOTT LABORATORIES | 1.8M | $145.8M | 2.4% | $69.76 | +0.31% | 5 qtrssince 2019-Q1 | Decreased 0 |
CANADIAN NATL RAILWAY CO | 1.8M | $141.8M | 2.4% | $77.93 | -11.64% | 5 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 500,088 | $127.2M | 2.1% | $45.22 | +35.62% | 5 qtrssince 2019-Q1 | Decreased 0 |
WEX INC | 1.1M | $119M | 2.0% | $192.29 | -43.40% | 5 qtrssince 2019-Q1 | Decreased 0 |
CHURCH & DWIGHT CO INC | 1.8M | $116.5M | 2.0% | $65.53 | -7.87% | 5 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 664,785 | $107.1M | 1.8% | $148.23 | +3.71% | 5 qtrssince 2019-Q1 | Decreased 0 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA manages $6B across 666 positions as of Q1 2020. Top holdings: MA (7.4%), MSFT (5.6%), AMT (5.5%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 54 new positions, 67 exits, 72 increased. Top move: MSFT (INCREASED, conviction 60). Portfolio: $6.0B across 666 positions.
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Portfolio allocation by GICS sector
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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