LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Institutional investor · Portfolio as of Q1 2023
Top Holdings596 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MASTERCARD INC - A | 1.6M | $598.5M | 6.9% | $226.80 | +55.66% | 17 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 2M | $585.4M | 6.7% | $113.69 | +144.62% | 17 qtrssince 2019-Q1 | Decreased 0 |
INTUIT INC | 987,109 | $440.1M | 5.0% | $252.76 | +70.73% | 17 qtrssince 2019-Q1 | Decreased 0 |
DANAHER CORP | 1.7M | $433.6M | 5.0% | $113.64 | +92.17% | 17 qtrssince 2019-Q1 | Decreased 0 |
STRYKER CORP | 1.3M | $380.4M | 4.4% | $184.95 | +47.82% | 17 qtrssince 2019-Q1 | Decreased 0 |
FISERV INC | 3M | $339.5M | 3.9% | $90.49 | +24.87% | 17 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 3.1M | $317.5M | 3.6% | $94.90 | +5.52% | 17 qtrssince 2019-Q1 | Increased 57 |
AMERICAN TOWER CORP | 1.5M | $305M | 3.5% | $164.78 | +10.33% | 17 qtrssince 2019-Q1 | Increased 57 |
THERMO FISHER SCIENTIFIC INC | 519,883 | $299.6M | 3.4% | $404.99 | +37.86% | 17 qtrssince 2019-Q1 | Increased 57 |
APPLE INC | 1.7M | $273.6M | 3.1% | $95.33 | +70.21% | 17 qtrssince 2019-Q1 | Decreased 0 |
ADOBE INC | 580,430 | $223.7M | 2.6% | $316.56 | +21.74% | 17 qtrssince 2019-Q1 | Increased 53 |
AMAZON.COM INC | 2.1M | $217.6M | 2.5% | $108.56 | -6.05% | 17 qtrssince 2019-Q1 | Increased 53 |
PAYCOM SOFTWARE INC | 692,655 | $210.6M | 2.4% | $185.51 | +56.55% | 17 qtrssince 2019-Q1 | Decreased 0 |
TJX COMPANIES INC | 2.7M | $209.4M | 2.4% | $48.17 | +55.20% | 17 qtrssince 2019-Q1 | Decreased 0 |
NXP SEMICONDUCTORS NV | 1M | $193.5M | 2.2% | $89.88 | +92.13% | 17 qtrssince 2019-Q1 | Decreased 0 |
ABBOTT LABORATORIES | 1.8M | $180.3M | 2.1% | $70.37 | +33.87% | 17 qtrssince 2019-Q1 | Decreased 0 |
CANADIAN NATL RAILWAY CO | 1.5M | $175.9M | 2.0% | $78.86 | +39.94% | 17 qtrssince 2019-Q1 | Increased 52 |
EOG RESOURCES INC | 1.4M | $163.2M | 1.9% | $67.81 | +49.96% | 17 qtrssince 2019-Q1 | Increased 50 |
AUTOMATIC DATA PROCESSING | 682,345 | $151.9M | 1.7% | $138.45 | +49.23% | 17 qtrssince 2019-Q1 | Decreased 0 |
SERVICENOW INC | 319,257 | $148.4M | 1.7% | $99.20 | -11.36% | 17 qtrssince 2019-Q1 | Decreased 0 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA manages $8.7B across 596 positions as of Q1 2023. Top holdings: MA (6.9%), MSFT (6.7%), INTU (5.0%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 40 new positions, 19 exits, 89 increased. Top move: GOOGL (INCREASED, conviction 57). Portfolio: $8.7B across 596 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