LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Institutional investor · Portfolio as of Q2 2024
Top Holdings551 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.9M | $850.6M | 7.8% | $113.69 | +288.77% | 22 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 1.5M | $658.6M | 6.1% | $226.80 | +92.57% | 22 qtrssince 2019-Q1 | Decreased 0 |
INTUIT INC | 937,943 | $624.8M | 5.8% | $252.86 | +156.95% | 22 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 3M | $550.4M | 5.1% | $94.99 | +90.54% | 22 qtrssince 2019-Q1 | Increased 61 |
FISERV INC | 2.9M | $456.4M | 4.2% | $90.64 | +64.42% | 22 qtrssince 2019-Q1 | Decreased 0 |
DANAHER CORP | 1.7M | $422.6M | 3.9% | $113.68 | +117.95% | 22 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 2.1M | $405.8M | 3.7% | $109.32 | +76.77% | 22 qtrssince 2019-Q1 | Increased 57 |
STRYKER CORP | 1.2M | $400.7M | 3.7% | $184.95 | +81.45% | 22 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.5M | $357.6M | 3.3% | $95.33 | +118.86% | 22 qtrssince 2019-Q1 | Decreased 0 |
ADOBE INC | 577,685 | $327.3M | 3.0% | $320.34 | +73.42% | 22 qtrssince 2019-Q1 | Increased 57 |
AMERICAN TOWER CORP | 1.4M | $303.3M | 2.8% | $164.84 | +12.10% | 22 qtrssince 2019-Q1 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 528,421 | $293.5M | 2.7% | $408.31 | +34.77% | 22 qtrssince 2019-Q1 | Increased 53 |
NXP SEMICONDUCTORS NV | 975,965 | $283.8M | 2.6% | $90.10 | +190.52% | 22 qtrssince 2019-Q1 | Decreased 0 |
TJX COMPANIES INC | 2.4M | $280M | 2.6% | $48.17 | +122.25% | 22 qtrssince 2019-Q1 | Decreased 0 |
SERVICENOW INC | 303,952 | $231.2M | 2.1% | $99.80 | +57.64% | 22 qtrssince 2019-Q1 | Increased 53 |
COSTCO WHOLESALE CORP | 250,213 | $212.9M | 2.0% | $360.34 | +132.99% | 22 qtrssince 2019-Q1 | Decreased 0 |
EOG RESOURCES INC | 1.5M | $194.7M | 1.8% | $69.61 | +68.13% | 22 qtrssince 2019-Q1 | Decreased 0 |
CANADIAN NATL RAILWAY CO | 1.5M | $181.7M | 1.7% | $78.86 | +43.69% | 22 qtrssince 2019-Q1 | Decreased 0 |
ABBOTT LABORATORIES | 1.7M | $179M | 1.6% | $70.37 | +40.86% | 22 qtrssince 2019-Q1 | Decreased 0 |
WEX INC | 914,250 | $173.6M | 1.6% | $179.27 | -1.19% | 22 qtrssince 2019-Q1 | Increased 51 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA manages $10.9B across 551 positions as of Q2 2024. Top holdings: MSFT (7.8%), MA (6.1%), INTU (5.8%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 30 new positions, 42 exits, 100 increased. Top move: GOOGL (INCREASED, conviction 61). Portfolio: $10.9B across 551 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
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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