LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Institutional investor · Portfolio as of Q2 2020
Top Holdings594 positions
Mastercard Inc | 1.8M | $537.9M | 7.4% | $225.67 | +26.43% | 6 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp | 2.1M | $428.8M | 5.9% | $111.52 | +73.12% | 6 qtrssince 2019-Q1 | Decreased 0 |
American Tower Corp | 1.5M | $389.6M | 5.4% | $164.08 | +32.18% | 6 qtrssince 2019-Q1 | Decreased 0 |
Danaher Corp | 1.8M | $322.7M | 4.5% | $112.96 | +34.73% | 6 qtrssince 2019-Q1 | Decreased 0 |
Intuit Inc | 1M | $300M | 4.1% | $247.70 | +14.41% | 6 qtrssince 2019-Q1 | Decreased 0 |
Fiserv Inc | 2.9M | $280.1M | 3.9% | $88.90 | +9.80% | 6 qtrssince 2019-Q1 | Increased 57 |
Paycom Software Inc | 846,977 | $262.3M | 3.6% | $184.23 | +63.62% | 6 qtrssince 2019-Q1 | Decreased 0 |
Stryker Corp | 1.3M | $238.1M | 3.3% | $181.58 | -7.06% | 6 qtrssince 2019-Q1 | Increased 57 |
Amazon.com Inc | 86,200 | $237.8M | 3.3% | $93.67 | +47.27% | 6 qtrssince 2019-Q1 | Increased 60 |
Adobe Systems Inc | 499,045 | $217.2M | 3.0% | $292.08 | +49.04% | 6 qtrssince 2019-Q1 | Increased 54 |
TJX Cos Inc/The | 4.3M | $215.6M | 3.0% | $48.17 | -3.43% | 6 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc | 145,246 | $206M | 2.8% | $59.05 | +18.94% | 6 qtrssince 2019-Q1 | Increased 56 |
Automatic Data Processing Inc | 1.3M | $188.9M | 2.6% | $135.45 | -4.24% | 6 qtrssince 2019-Q1 | Increased 53 |
Apple Inc | 496,396 | $181.1M | 2.5% | $45.22 | +95.09% | 6 qtrssince 2019-Q1 | Decreased 0 |
Becton Dickinson and Co | 725,695 | $173.6M | 2.4% | $169.85 | -2.88% | 6 qtrssince 2019-Q1 | Decreased 0 |
Abbott Laboratories | 1.8M | $167.4M | 2.3% | $69.76 | +16.71% | 6 qtrssince 2019-Q1 | Decreased 0 |
Canadian National Railway Co | 1.8M | $159M | 2.2% | $77.51 | +1.29% | 6 qtrssince 2019-Q1 | Decreased 0 |
Church & Dwight Co Inc | 1.8M | $139.5M | 1.9% | $65.12 | +10.25% | 6 qtrssince 2019-Q1 | Decreased 0 |
Visa Inc | 655,495 | $126.6M | 1.7% | $148.23 | +24.55% | 6 qtrssince 2019-Q1 | Decreased 0 |
salesforce.com Inc | 632,207 | $118.4M | 1.6% | $152.79 | +20.52% | 6 qtrssince 2019-Q1 | Increased 48 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA manages $7.2B across 594 positions as of Q2 2020. Top holdings: MA (7.4%), MSFT (5.9%), AMT (5.4%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 20 new positions, 92 exits, 70 increased. Top move: AMZN (INCREASED, conviction 60). Portfolio: $7.2B across 594 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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