LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Institutional investor · Portfolio as of Q1 2024
Top Holdings563 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.9M | $769.3M | 7.6% | $113.69 | +265.30% | 21 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 1.5M | $688.7M | 6.8% | $226.80 | +109.92% | 21 qtrssince 2019-Q1 | Decreased 0 |
INTUIT INC | 952,530 | $580.8M | 5.8% | $252.86 | +153.77% | 21 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 3M | $467.6M | 4.6% | $94.97 | +57.74% | 21 qtrssince 2019-Q1 | Decreased 0 |
FISERV INC | 2.9M | $433M | 4.3% | $90.64 | +76.32% | 21 qtrssince 2019-Q1 | Decreased 0 |
STRYKER CORP | 1.2M | $398.7M | 4.0% | $184.95 | +90.40% | 21 qtrssince 2019-Q1 | Decreased 0 |
DANAHER CORP | 1.7M | $396.2M | 3.9% | $113.68 | +117.60% | 21 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 2.1M | $369.7M | 3.7% | $108.66 | +66.00% | 21 qtrssince 2019-Q1 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 527,535 | $289.3M | 2.9% | $408.07 | +41.64% | 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% | $95.33 | +77.95% | 21 qtrssince 2019-Q1 | Decreased 0 |
AMERICAN TOWER CORP | 1.5M | $251.6M | 2.5% | $164.84 | +12.01% | 21 qtrssince 2019-Q1 | Decreased 0 |
TJX COMPANIES INC | 2.5M | $231.5M | 2.3% | $48.17 | +103.95% | 21 qtrssince 2019-Q1 | Decreased 0 |
NXP SEMICONDUCTORS NV | 1M | $219M | 2.2% | $90.10 | +166.55% | 21 qtrssince 2019-Q1 | Decreased 0 |
SERVICENOW INC | 300,807 | $217.2M | 2.2% | $99.20 | +53.71% | 21 qtrssince 2019-Q1 | Decreased 0 |
EOG RESOURCES 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 RAILWAY CO | 1.5M | $190.2M | 1.9% | $78.86 | +59.42% | 21 qtrssince 2019-Q1 | Decreased 0 |
ABBOTT LABORATORIES | 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% | $199.88 | -1.74% | 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 Rating: 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
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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