LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Institutional investor · Portfolio as of Q1 2023
Top Holdings596 positions
MASTERCARD INC - A | 1.6M | $598.5M | 6.9% | $226.03 | +57.46% | 17 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 2M | $585.4M | 6.7% | $113.02 | +148.18% | 17 qtrssince 2019-Q1 | Decreased 0 |
INTUIT INC | 987,109 | $440.1M | 5.0% | $250.96 | +72.89% | 17 qtrssince 2019-Q1 | Decreased 0 |
DANAHER CORP | 1.7M | $433.6M | 5.0% | $112.96 | +93.90% | 17 qtrssince 2019-Q1 | Decreased 0 |
STRYKER CORP | 1.3M | $380.4M | 4.4% | $183.46 | +50.26% | 17 qtrssince 2019-Q1 | Decreased 0 |
FISERV INC | 3M | $339.5M | 3.9% | $90.39 | +25.05% | 17 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 3.1M | $317.5M | 3.6% | $61.60 | +66.81% | 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% | $403.51 | +41.27% | 17 qtrssince 2019-Q1 | Increased 57 |
APPLE INC | 1.7M | $273.6M | 3.1% | $45.22 | +258.79% | 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% | $104.43 | -1.09% | 17 qtrssince 2019-Q1 | Increased 53 |
PAYCOM SOFTWARE INC | 692,655 | $210.6M | 2.4% | $184.23 | +60.60% | 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% | $88.73 | +97.25% | 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% | $78.44 | +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% | $135.45 | +51.33% | 17 qtrssince 2019-Q1 | Decreased 0 |
SERVICENOW INC | 319,257 | $148.4M | 1.7% | $99.52 | -6.61% | 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 Score: 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
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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
Verify source filings on SEC EDGAR