LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Institutional investor · Portfolio as of Q2 2021
Top Holdings959 positions
MasterCard Incorporated | 1.7M | $626.1M | 6.3% | $225.69 | +56.86% | 10 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp. | 2.1M | $576.8M | 5.8% | $113.02 | +129.60% | 10 qtrssince 2019-Q1 | Decreased 0 |
INTUIT | 1M | $507.2M | 5.1% | $250.96 | +88.09% | 10 qtrssince 2019-Q1 | Increased 61 |
Danaher Corporation | 1.8M | $483.9M | 4.9% | $112.96 | +105.18% | 10 qtrssince 2019-Q1 | Decreased 0 |
American Tower Corporation | 1.5M | $407.5M | 4.1% | $164.40 | +44.71% | 10 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 148,180 | $361.8M | 3.7% | $59.84 | +102.09% | 10 qtrssince 2019-Q1 | Increased 57 |
Stryker Corporation | 1.3M | $346.8M | 3.5% | $182.14 | +34.95% | 10 qtrssince 2019-Q1 | Decreased 0 |
FISERV INC | 3.1M | $327.2M | 3.3% | $90.00 | +18.77% | 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% | $97.01 | +77.32% | 10 qtrssince 2019-Q1 | Increased 58 |
PAYCOM SOFTWARE INC | 735,188 | $267.2M | 2.7% | $184.23 | +92.01% | 10 qtrssince 2019-Q1 | Decreased 0 |
Apple Inc. | 1.9M | $255.8M | 2.6% | $45.22 | +194.95% | 10 qtrssince 2019-Q1 | Decreased 0 |
The TJX Companies Inc. | 3.4M | $230.7M | 2.3% | $48.17 | +29.73% | 10 qtrssince 2019-Q1 | Decreased 0 |
PAYPAL HLDGS INC | 764,304 | $222.8M | 2.3% | $211.39 | +36.37% | 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% | $363.55 | +36.73% | 10 qtrssince 2019-Q1 | Increased 63 |
NXP Semiconductors NV | 1M | $208.4M | 2.1% | $85.36 | +119.26% | 10 qtrssince 2019-Q1 | Decreased 0 |
Servicenow Inc | 339,754 | $186.7M | 1.9% | $98.00 | +12.16% | 10 qtrssince 2019-Q1 | Increased 55 |
SALESFORCE COM INC | 672,956 | $164.4M | 1.7% | $157.72 | +52.24% | 10 qtrssince 2019-Q1 | Increased 48 |
Automatic Data Processing, Inc. | 805,737 | $160M | 1.6% | $135.45 | +30.56% | 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 Score: 3.5/5.0.
Active quarter - 661 new positions, 0 exits, 103 increased. Top move: PYPL (INCREASED, conviction 63). Portfolio: $9.9B across 959 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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