LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Institutional investor · Portfolio as of Q1 2021
Top Holdings298 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MASTERCARD INC - A | 1.7M | $621.9M | 6.9% | $226.46 | +53.72% | 9 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 2.1M | $502.8M | 5.6% | $113.69 | +96.13% | 9 qtrssince 2019-Q1 | Decreased 0 |
DANAHER CORP | 1.8M | $405.9M | 4.5% | $113.64 | +70.36% | 9 qtrssince 2019-Q1 | Decreased 0 |
INTUIT INC | 1M | $395M | 4.4% | $251.96 | +43.69% | 9 qtrssince 2019-Q1 | Increased 57 |
FISERV INC | 3.1M | $365M | 4.0% | $90.07 | +34.07% | 9 qtrssince 2019-Q1 | Decreased 0 |
AMERICAN TOWER CORP | 1.5M | $363.1M | 4.0% | $164.40 | +24.56% | 9 qtrssince 2019-Q1 | Increased 57 |
STRYKER CORP | 1.3M | $326.5M | 3.6% | $183.55 | +26.11% | 9 qtrssince 2019-Q1 | Increased 57 |
ALPHABET INC-CL A | 146,969 | $303.1M | 3.4% | $59.38 | +71.04% | 9 qtrssince 2019-Q1 | Increased 57 |
PAYCOM SOFTWARE INC | 768,860 | $284.5M | 3.1% | $185.51 | +90.31% | 9 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 88,454 | $273.7M | 3.0% | $95.04 | +60.73% | 9 qtrssince 2019-Q1 | Increased 57 |
ADOBE INC | 542,389 | $257.8M | 2.9% | $307.15 | +54.77% | 9 qtrssince 2019-Q1 | Increased 56 |
TJX COMPANIES INC | 3.6M | $239.8M | 2.7% | $48.17 | +26.83% | 9 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.9M | $232.4M | 2.6% | $95.33 | +24.58% | 9 qtrssince 2019-Q1 | Decreased 0 |
ABBOTT LABORATORIES | 1.8M | $216.3M | 2.4% | $69.82 | +54.57% | 9 qtrssince 2019-Q1 | Decreased 0 |
NXP SEMICONDUCTORS NV | 1M | $205.7M | 2.3% | $86.39 | +110.41% | 9 qtrssince 2019-Q1 | Increased 54 |
CANADIAN NATL RAILWAY CO | 1.5M | $170.7M | 1.9% | $77.93 | +34.33% | 9 qtrssince 2019-Q1 | Decreased 0 |
AUTOMATIC DATA PROCESSING | 857,549 | $161.6M | 1.8% | $136.31 | +23.31% | 9 qtrssince 2019-Q1 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 344,250 | $157.1M | 1.7% | $333.30 | +33.76% | 9 qtrssince 2019-Q1 | Increased 64 |
CHURCH & DWIGHT CO INC | 1.7M | $152.1M | 1.7% | $65.12 | +25.63% | 9 qtrssince 2019-Q1 | Decreased 0 |
PAYPAL HOLDINGS INC | 624,519 | $151.7M | 1.7% | $192.47 | +22.61% | 9 qtrssince 2019-Q1 | Increased 68 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA manages $9B across 298 positions as of Q1 2021. Top holdings: MA (6.9%), MSFT (5.6%), DHR (4.5%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 4 new positions, 490 exits, 127 increased. Top move: PYPL (INCREASED, conviction 68). Portfolio: $9.0B across 298 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