LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Institutional investor · Portfolio as of Q2 2022
Top Holdings648 positions
Microsoft Corp | 2.1M | $533.1M | 6.6% | $113.02 | +119.45% | 14 qtrssince 2019-Q1 | Decreased 0 |
Mastercard Inc | 1.7M | $531.2M | 6.5% | $226.03 | +36.05% | 14 qtrssince 2019-Q1 | Decreased 0 |
Danaher Corp | 1.8M | $445.1M | 5.5% | $112.96 | +94.46% | 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% | $250.96 | +48.64% | 14 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc | 151,065 | $329.2M | 4.0% | $61.19 | +76.39% | 14 qtrssince 2019-Q1 | Increased 57 |
Thermo Fisher Scientific Inc | 507,626 | $275.8M | 3.4% | $400.74 | +33.85% | 14 qtrssince 2019-Q1 | Increased 57 |
Stryker Corp | 1.4M | $270.3M | 3.3% | $183.46 | +3.76% | 14 qtrssince 2019-Q1 | Increased 56 |
Fiserv Inc | 3M | $265M | 3.3% | $90.28 | -1.46% | 14 qtrssince 2019-Q1 | Decreased 0 |
Apple Inc | 1.7M | $235.2M | 2.9% | $45.22 | +196.12% | 14 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com Inc | 2.1M | $219.6M | 2.7% | $104.47 | +1.66% | 14 qtrssince 2019-Q1 | Increased 85 |
Adobe Systems 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% | $184.23 | +47.98% | 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% | $99.52 | -4.44% | 14 qtrssince 2019-Q1 | Increased 52 |
Canadian National Railway Co | 1.5M | $165.6M | 2.0% | $78.10 | +32.13% | 14 qtrssince 2019-Q1 | Increased 52 |
NXP Semiconductors NV | 1.1M | $155.5M | 1.9% | $88.68 | +54.16% | 14 qtrssince 2019-Q1 | Increased 48 |
TJX Cos Inc/The | 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 Inc | 698,467 | $146.7M | 1.8% | $135.45 | +40.68% | 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 Score: 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.
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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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