LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Institutional investor · Portfolio as of Q1 2024
Top Holdings563 positions
MICROSOFT CORP | 1.9M | $769.3M | 7.6% | $113.02 | +265.14% | 21 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INCORPORATED | 1.5M | $688.7M | 6.8% | $226.03 | +109.93% | 21 qtrssince 2019-Q1 | Decreased 0 |
INTUIT | 952,530 | $580.8M | 5.8% | $251.06 | +153.68% | 21 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 3M | $467.6M | 4.6% | $61.78 | +142.02% | 21 qtrssince 2019-Q1 | Decreased 0 |
FISERV INC | 2.9M | $433M | 4.3% | $90.55 | +76.50% | 21 qtrssince 2019-Q1 | Decreased 0 |
STRYKER CORPORATION | 1.2M | $398.7M | 4.0% | $183.46 | +90.32% | 21 qtrssince 2019-Q1 | Decreased 0 |
DANAHER CORPORATION | 1.7M | $396.2M | 3.9% | $113.00 | +117.60% | 21 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 2.1M | $369.7M | 3.7% | $104.55 | +72.52% | 21 qtrssince 2019-Q1 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 527,535 | $289.3M | 2.9% | $406.71 | +41.72% | 21 qtrssince 2019-Q1 | Decreased 0 |
ADOBE INC | 573,095 | $267.6M | 2.7% | $318.46 | +58.45% | 21 qtrssince 2019-Q1 | Increased 53 |
APPLE INC | 1.6M | $258.8M | 2.6% | $45.22 | +275.10% | 21 qtrssince 2019-Q1 | Decreased 0 |
AMERICAN TOWER CORP NEW | 1.5M | $251.6M | 2.5% | $164.84 | +12.01% | 21 qtrssince 2019-Q1 | Decreased 0 |
TJX COS INC NEW | 2.5M | $231.5M | 2.3% | $48.17 | +103.95% | 21 qtrssince 2019-Q1 | Decreased 0 |
NXP SEMICONDUCTORS N V | 1M | $219M | 2.2% | $88.96 | +166.49% | 21 qtrssince 2019-Q1 | Decreased 0 |
SERVICENOW INC | 300,807 | $217.2M | 2.2% | $99.52 | +53.22% | 21 qtrssince 2019-Q1 | Decreased 0 |
EOG RES INC | 1.5M | $199.9M | 2.0% | $69.61 | +69.61% | 21 qtrssince 2019-Q1 | Decreased 0 |
WEX INC | 866,068 | $199.7M | 2.0% | $179.39 | +32.41% | 21 qtrssince 2019-Q1 | Decreased 0 |
CANADIAN NATL RY CO | 1.5M | $190.2M | 1.9% | $78.44 | +59.42% | 21 qtrssince 2019-Q1 | Decreased 0 |
ABBOTT LABS | 1.7M | $186.9M | 1.9% | $70.37 | +53.31% | 21 qtrssince 2019-Q1 | Decreased 0 |
PAYCOM SOFTWARE INC | 977,055 | $182.4M | 1.8% | $198.65 | -1.83% | 21 qtrssince 2019-Q1 | Increased 52 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA manages $10.1B across 563 positions as of Q1 2024. Top holdings: MSFT (7.6%), MA (6.8%), INTU (5.8%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 41 new positions, 32 exits, 70 increased. Top move: ADBE (INCREASED, conviction 53). Portfolio: $10.1B across 563 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR