LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Institutional investor · Portfolio as of Q2 2019
Top Holdings727 positions
MasterCard Incorporated | 1.9M | $505.9M | 7.4% | $225.67 | +12.51% | 2 qtrssince 2019-Q1 | Decreased 0 |
American Tower Corporation | 1.5M | $314.8M | 4.6% | $164.08 | +4.67% | 2 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp. | 2M | $271M | 3.9% | $110.50 | +13.61% | 2 qtrssince 2019-Q1 | Increased 58 |
INTUIT | 1M | $270.6M | 3.9% | $247.70 | +0.15% | 2 qtrssince 2019-Q1 | Decreased 0 |
Danaher Corporation | 1.8M | $264.2M | 3.8% | $112.95 | +8.39% | 2 qtrssince 2019-Q1 | Decreased 0 |
Stryker Corporation | 1.3M | $260.3M | 3.8% | $182.31 | +4.35% | 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 |
The 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% | $184.07 | +19.88% | 2 qtrssince 2019-Q1 | Decreased 0 |
Automatic Data Processing, Inc. | 1.2M | $201.9M | 2.9% | $135.42 | +4.00% | 2 qtrssince 2019-Q1 | Decreased 0 |
CANADIAN NATL RY CO | 1.9M | $174.9M | 2.5% | $77.51 | +3.81% | 2 qtrssince 2019-Q1 | Decreased 0 |
BECTON DICKINSON & CO | 690,335 | $174M | 2.5% | $169.74 | +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% | $65.12 | +2.89% | 2 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 133,597 | $144.7M | 2.1% | $58.24 | -7.91% | 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 |
DISNEY WALT CO | 882,606 | $123.2M | 1.8% | $109.70 | +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 Score: 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.
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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
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