LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Institutional investor · Portfolio as of Q2 2023
Top Holdings631 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 2M | $683.2M | 7.3% | $113.69 | +189.17% | 18 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 1.6M | $643.4M | 6.9% | $226.80 | +68.24% | 18 qtrssince 2019-Q1 | Decreased 0 |
INTUIT INC | 987,599 | $452.5M | 4.8% | $252.86 | +77.08% | 18 qtrssince 2019-Q1 | Increased 57 |
DANAHER CORP | 1.7M | $413.1M | 4.4% | $113.68 | +83.06% | 18 qtrssince 2019-Q1 | Increased 57 |
STRYKER CORP | 1.3M | $396.1M | 4.2% | $184.95 | +59.31% | 18 qtrssince 2019-Q1 | Decreased 0 |
FISERV INC | 3M | $380.6M | 4.1% | $90.64 | +36.86% | 18 qtrssince 2019-Q1 | Increased 57 |
ALPHABET INC-CL A | 3.1M | $367.6M | 3.9% | $94.97 | +24.47% | 18 qtrssince 2019-Q1 | Increased 57 |
APPLE INC | 1.6M | $318.5M | 3.4% | $95.33 | +100.49% | 18 qtrssince 2019-Q1 | Decreased 0 |
AMERICAN TOWER CORP | 1.5M | $291.1M | 3.1% | $164.84 | +7.31% | 18 qtrssince 2019-Q1 | Increased 57 |
ADOBE INC | 583,530 | $285.3M | 3.0% | $317.48 | +54.02% | 18 qtrssince 2019-Q1 | Increased 57 |
THERMO FISHER SCIENTIFIC INC | 528,826 | $275.9M | 2.9% | $406.77 | +25.50% | 18 qtrssince 2019-Q1 | Increased 54 |
AMAZON.COM INC | 2.1M | $275.6M | 2.9% | $108.63 | +17.74% | 18 qtrssince 2019-Q1 | Increased 53 |
PAYCOM SOFTWARE INC | 713,440 | $229.2M | 2.4% | $189.07 | +62.83% | 18 qtrssince 2019-Q1 | Increased 54 |
TJX COMPANIES INC | 2.6M | $222.6M | 2.4% | $48.17 | +68.65% | 18 qtrssince 2019-Q1 | Decreased 0 |
NXP SEMICONDUCTORS NV | 1M | $212.8M | 2.3% | $90.10 | +111.93% | 18 qtrssince 2019-Q1 | Increased 52 |
ABBOTT LABORATORIES | 1.8M | $194M | 2.1% | $70.37 | +44.85% | 18 qtrssince 2019-Q1 | Decreased 0 |
CANADIAN NATL RAILWAY CO | 1.5M | $179.4M | 1.9% | $78.86 | +44.35% | 18 qtrssince 2019-Q1 | Decreased 0 |
SERVICENOW INC | 314,639 | $176.8M | 1.9% | $99.20 | +10.50% | 18 qtrssince 2019-Q1 | Decreased 0 |
EOG RESOURCES INC | 1.5M | $171.4M | 1.8% | $69.52 | +47.01% | 18 qtrssince 2019-Q1 | Increased 51 |
VISA INC-CLASS A SHARES | 631,145 | $149.9M | 1.6% | $149.14 | +55.35% | 18 qtrssince 2019-Q1 | Decreased 0 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA manages $9.4B across 631 positions as of Q2 2023. Top holdings: MSFT (7.3%), MA (6.9%), INTU (4.8%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 85 new positions, 50 exits, 119 increased. Top move: INTU (INCREASED, conviction 57). Portfolio: $9.4B across 631 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer