LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Institutional investor · Portfolio as of Q2 2022
Top Holdings648 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 2.1M | $533.1M | 6.6% | $113.69 | +122.47% | 14 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 1.7M | $531.2M | 6.5% | $226.80 | +39.11% | 14 qtrssince 2019-Q1 | Decreased 0 |
DANAHER CORP | 1.8M | $445.1M | 5.5% | $113.64 | +93.94% | 14 qtrssince 2019-Q1 | Decreased 0 |
AMERICAN TOWER CORP | 1.5M | $383.9M | 4.7% | $164.71 | +36.87% | 14 qtrssince 2019-Q1 | Decreased 0 |
INTUIT INC | 990,609 | $381.8M | 4.7% | $252.76 | +50.32% | 14 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 151,065 | $329.2M | 4.0% | $61.28 | +80.92% | 14 qtrssince 2019-Q1 | Increased 57 |
THERMO FISHER SCIENTIFIC INC | 507,626 | $275.8M | 3.4% | $402.09 | +31.96% | 14 qtrssince 2019-Q1 | Increased 57 |
STRYKER CORP | 1.4M | $270.3M | 3.3% | $184.94 | +4.07% | 14 qtrssince 2019-Q1 | Increased 56 |
FISERV INC | 3M | $265M | 3.3% | $90.39 | +0.57% | 14 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.7M | $235.2M | 2.9% | $95.33 | +40.48% | 14 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 2.1M | $219.6M | 2.7% | $108.70 | +0.20% | 14 qtrssince 2019-Q1 | Increased 85 |
ADOBE INC | 565,439 | $207M | 2.5% | $316.07 | +15.82% | 14 qtrssince 2019-Q1 | Increased 52 |
PAYCOM SOFTWARE INC | 711,065 | $199.2M | 2.4% | $185.51 | +50.15% | 14 qtrssince 2019-Q1 | Decreased 0 |
ABBOTT LABORATORIES | 1.8M | $195.6M | 2.4% | $70.37 | +41.69% | 14 qtrssince 2019-Q1 | Decreased 0 |
SERVICENOW INC | 361,298 | $171.8M | 2.1% | $99.20 | -3.67% | 14 qtrssince 2019-Q1 | Increased 52 |
CANADIAN NATL RAILWAY CO | 1.5M | $165.6M | 2.0% | $78.52 | +32.13% | 14 qtrssince 2019-Q1 | Increased 52 |
NXP SEMICONDUCTORS NV | 1.1M | $155.5M | 1.9% | $89.83 | +56.25% | 14 qtrssince 2019-Q1 | Increased 48 |
TJX COMPANIES INC | 2.7M | $153.1M | 1.9% | $48.17 | +9.24% | 14 qtrssince 2019-Q1 | Decreased 0 |
EOG RESOURCES INC | 1.3M | $148.2M | 1.8% | $65.57 | +41.69% | 14 qtrssince 2019-Q1 | Decreased 0 |
AUTOMATIC DATA PROCESSING | 698,467 | $146.7M | 1.8% | $138.45 | +42.15% | 14 qtrssince 2019-Q1 | Decreased 0 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA manages $8.1B across 648 positions as of Q2 2022. Top holdings: MSFT (6.6%), MA (6.5%), DHR (5.5%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 57 new positions, 52 exits, 155 increased. Top move: AMZN (INCREASED, conviction 85). Portfolio: $8.1B across 648 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