LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Institutional investor · Portfolio as of Q2 2019
Top Holdings727 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MASTERCARD INC - A | 1.9M | $505.9M | 7.4% | $226.44 | +12.51% | 2 qtrssince 2019-Q1 | Decreased 0 |
AMERICAN TOWER CORP | 1.5M | $314.8M | 4.6% | $164.08 | +4.67% | 2 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 2M | $271M | 3.9% | $111.20 | +13.62% | 2 qtrssince 2019-Q1 | Increased 58 |
INTUIT INC | 1M | $270.6M | 3.9% | $249.57 | +0.15% | 2 qtrssince 2019-Q1 | Decreased 0 |
DANAHER CORP | 1.8M | $264.2M | 3.8% | $113.63 | +8.39% | 2 qtrssince 2019-Q1 | Decreased 0 |
STRYKER CORP | 1.3M | $260.3M | 3.8% | $183.88 | +4.34% | 2 qtrssince 2019-Q1 | Increased 56 |
WEX INC | 1.2M | $252.7M | 3.7% | $192.12 | +8.32% | 2 qtrssince 2019-Q1 | Increased 57 |
FISERV INC | 2.7M | $248.5M | 3.6% | $88.28 | +3.26% | 2 qtrssince 2019-Q1 | Decreased 0 |
TJX COMPANIES INC | 4.4M | $234.1M | 3.4% | $48.16 | -0.18% | 2 qtrssince 2019-Q1 | Decreased 0 |
PAYCOM SOFTWARE INC | 895,713 | $203.1M | 3.0% | $185.37 | +19.88% | 2 qtrssince 2019-Q1 | Decreased 0 |
AUTOMATIC DATA PROCESSING | 1.2M | $201.9M | 2.9% | $138.46 | +3.99% | 2 qtrssince 2019-Q1 | Decreased 0 |
CANADIAN NATL RAILWAY CO | 1.9M | $174.9M | 2.5% | $77.93 | +3.81% | 2 qtrssince 2019-Q1 | Decreased 0 |
BECTON DICKINSON AND CO | 690,335 | $174M | 2.5% | $173.05 | +1.07% | 2 qtrssince 2019-Q1 | Increased 60 |
ABBOTT LABORATORIES | 1.9M | $159.4M | 2.3% | $69.76 | +5.63% | 2 qtrssince 2019-Q1 | Decreased 0 |
CHURCH & DWIGHT CO INC | 2.1M | $155.9M | 2.3% | $65.53 | +2.88% | 2 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 133,597 | $144.7M | 2.1% | $58.35 | -7.92% | 2 qtrssince 2019-Q1 | Increased 52 |
AMAZON.COM INC | 72,676 | $137.6M | 2.0% | $90.55 | +4.56% | 2 qtrssince 2019-Q1 | Increased 68 |
STARBUCKS CORP | 1.5M | $127M | 1.8% | $63.07 | +13.29% | 2 qtrssince 2019-Q1 | Decreased 0 |
WALT DISNEY CO/THE | 882,606 | $123.2M | 1.8% | $110.55 | +21.92% | 2 qtrssince 2019-Q1 | Increased 54 |
EOG RESOURCES INC | 1.3M | $122.6M | 1.8% | $70.07 | -1.85% | 2 qtrssince 2019-Q1 | Increased 49 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA manages $6.9B across 727 positions as of Q2 2019. Top holdings: MA (7.4%), AMT (4.6%), MSFT (3.9%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 53 new positions, 66 exits, 120 increased. Top move: AMZN (INCREASED, conviction 68). Portfolio: $6.9B across 727 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