LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Institutional investor · Portfolio as of Q1 2020
Top Holdings666 positions
MasterCard Incorporated | 1.8M | $444.1M | 7.4% | $225.67 | +3.13% | 5 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp. | 2.1M | $332.8M | 5.6% | $111.52 | +33.79% | 5 qtrssince 2019-Q1 | Increased 60 |
American Tower Corporation | 1.5M | $330.2M | 5.5% | $164.08 | +19.09% | 5 qtrssince 2019-Q1 | Decreased 0 |
FISERV INC | 2.8M | $268M | 4.5% | $88.76 | +7.02% | 5 qtrssince 2019-Q1 | Increased 58 |
Danaher Corporation | 1.8M | $254.3M | 4.3% | $112.96 | +5.35% | 5 qtrssince 2019-Q1 | Decreased 0 |
INTUIT | 1M | $233.7M | 3.9% | $247.70 | -11.35% | 5 qtrssince 2019-Q1 | Decreased 0 |
Stryker Corporation | 1.3M | $217.1M | 3.6% | $181.75 | -14.49% | 5 qtrssince 2019-Q1 | Increased 58 |
The 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% | $184.23 | +6.72% | 5 qtrssince 2019-Q1 | Decreased 0 |
Automatic Data Processing, Inc. | 1.3M | $171.4M | 2.9% | $135.52 | -12.65% | 5 qtrssince 2019-Q1 | Increased 52 |
BECTON DICKINSON & CO | 731,624 | $168.1M | 2.8% | $169.85 | -7.04% | 5 qtrssince 2019-Q1 | Increased 53 |
Alphabet Inc. | 136,156 | $158.2M | 2.7% | $58.30 | -1.29% | 5 qtrssince 2019-Q1 | Increased 52 |
Amazon.com, Inc. | 80,583 | $157.1M | 2.6% | $90.58 | +7.62% | 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 RY CO | 1.8M | $141.8M | 2.4% | $77.51 | -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% | $65.12 | -8.76% | 5 qtrssince 2019-Q1 | Decreased 0 |
Visa Inc | 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 Score: 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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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
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