LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Institutional investor · Portfolio as of Q2 2021
Top Holdings959 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MASTERCARD INC - A | 1.7M | $626.1M | 6.3% | $226.46 | +58.12% | 10 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 2.1M | $576.8M | 5.8% | $113.69 | +130.12% | 10 qtrssince 2019-Q1 | Decreased 0 |
INTUIT INC | 1M | $507.2M | 5.1% | $252.76 | +88.63% | 10 qtrssince 2019-Q1 | Increased 61 |
DANAHER CORP | 1.8M | $483.9M | 4.9% | $113.64 | +107.09% | 10 qtrssince 2019-Q1 | Decreased 0 |
AMERICAN TOWER CORP | 1.5M | $407.5M | 4.1% | $164.40 | +44.71% | 10 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 148,180 | $361.8M | 3.7% | $59.89 | +102.65% | 10 qtrssince 2019-Q1 | Increased 57 |
STRYKER CORP | 1.3M | $346.8M | 3.5% | $183.55 | +35.43% | 10 qtrssince 2019-Q1 | Decreased 0 |
FISERV INC | 3.1M | $327.2M | 3.3% | $90.07 | +18.34% | 10 qtrssince 2019-Q1 | Decreased 0 |
ADOBE INC | 549,371 | $321.7M | 3.3% | $310.69 | +88.49% | 10 qtrssince 2019-Q1 | Increased 57 |
AMAZON.COM INC | 90,458 | $311.2M | 3.2% | $96.75 | +78.19% | 10 qtrssince 2019-Q1 | Increased 58 |
PAYCOM SOFTWARE INC | 735,188 | $267.2M | 2.7% | $185.51 | +97.57% | 10 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.9M | $255.8M | 2.6% | $95.33 | +39.93% | 10 qtrssince 2019-Q1 | Decreased 0 |
TJX COMPANIES INC | 3.4M | $230.7M | 2.3% | $48.17 | +29.73% | 10 qtrssince 2019-Q1 | Decreased 0 |
PAYPAL HOLDINGS INC | 764,304 | $222.8M | 2.3% | $210.69 | +38.63% | 10 qtrssince 2019-Q1 | Increased 63 |
ABBOTT LABORATORIES | 1.8M | $212.2M | 2.1% | $70.31 | +49.05% | 10 qtrssince 2019-Q1 | Increased 53 |
THERMO FISHER SCIENTIFIC INC | 420,166 | $212M | 2.1% | $363.81 | +38.03% | 10 qtrssince 2019-Q1 | Increased 63 |
NXP SEMICONDUCTORS NV | 1M | $208.4M | 2.1% | $86.39 | +121.60% | 10 qtrssince 2019-Q1 | Decreased 0 |
SERVICENOW INC | 339,754 | $186.7M | 1.9% | $97.63 | +14.44% | 10 qtrssince 2019-Q1 | Increased 55 |
SALESFORCE.COM INC | 672,956 | $164.4M | 1.7% | $158.67 | +53.06% | 10 qtrssince 2019-Q1 | Increased 48 |
AUTOMATIC DATA PROCESSING | 805,737 | $160M | 1.6% | $138.45 | +29.94% | 10 qtrssince 2019-Q1 | Decreased 0 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA manages $9.9B across 959 positions as of Q2 2021. Top holdings: MA (6.3%), MSFT (5.8%), INTU (5.1%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 660 new positions, 0 exits, 103 increased. Top move: PYPL (INCREASED, conviction 63). Portfolio: $9.9B across 959 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