LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Institutional investor · Portfolio as of Q1 2021
Top Holdings298 positions
MasterCard Incorporated | 1.7M | $621.9M | 6.9% | $225.69 | +52.80% | 9 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp. | 2.1M | $502.8M | 5.6% | $113.02 | +99.36% | 9 qtrssince 2019-Q1 | Decreased 0 |
Danaher Corporation | 1.8M | $405.9M | 4.5% | $112.96 | +71.95% | 9 qtrssince 2019-Q1 | Decreased 0 |
INTUIT | 1M | $395M | 4.4% | $250.17 | +47.25% | 9 qtrssince 2019-Q1 | Increased 57 |
FISERV INC | 3.1M | $365M | 4.0% | $90.00 | +32.27% | 9 qtrssince 2019-Q1 | Decreased 0 |
American Tower Corporation | 1.5M | $363.1M | 4.0% | $164.40 | +24.56% | 9 qtrssince 2019-Q1 | Increased 57 |
Stryker Corporation | 1.3M | $326.5M | 3.6% | $182.14 | +26.26% | 9 qtrssince 2019-Q1 | Increased 57 |
Alphabet Inc. | 146,969 | $303.1M | 3.4% | $59.34 | +72.15% | 9 qtrssince 2019-Q1 | Increased 57 |
PAYCOM SOFTWARE INC | 768,860 | $284.5M | 3.1% | $184.23 | +95.49% | 9 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com, Inc. | 88,454 | $273.7M | 3.0% | $95.31 | +62.32% | 9 qtrssince 2019-Q1 | Increased 57 |
Adobe Inc | 542,389 | $257.8M | 2.9% | $307.15 | +54.77% | 9 qtrssince 2019-Q1 | Increased 56 |
The 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% | $45.22 | +162.61% | 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% | $85.36 | +113.99% | 9 qtrssince 2019-Q1 | Increased 54 |
CANADIAN NATL RY CO | 1.5M | $170.7M | 1.9% | $77.51 | +34.33% | 9 qtrssince 2019-Q1 | Decreased 0 |
Automatic Data Processing, Inc. | 857,549 | $161.6M | 1.8% | $135.45 | +23.31% | 9 qtrssince 2019-Q1 | Decreased 0 |
Thermo Fisher Scientific Inc | 344,250 | $157.1M | 1.7% | $334.10 | +34.52% | 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 HLDGS INC | 624,519 | $151.7M | 1.7% | $194.18 | +23.68% | 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 Score: 3.5/5.0.
Active quarter - 4 new positions, 491 exits, 127 increased. Top move: PYPL (INCREASED, conviction 68). Portfolio: $9.0B across 298 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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