LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Institutional investor · Portfolio as of Q3 2019
Top Holdings694 positions
Mastercard Inc | 1.9M | $510.6M | 7.4% | $225.67 | +15.64% | 3 qtrssince 2019-Q1 | Decreased 0 |
American Tower Corp | 1.5M | $339.1M | 4.9% | $164.08 | +12.60% | 3 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp | 2.1M | $290.4M | 4.2% | $111.14 | +17.62% | 3 qtrssince 2019-Q1 | Increased 59 |
Fiserv Inc | 2.7M | $282.6M | 4.1% | $88.29 | +17.32% | 3 qtrssince 2019-Q1 | Increased 56 |
Intuit Inc | 1M | $274.3M | 4.0% | $247.70 | +2.09% | 3 qtrssince 2019-Q1 | Decreased 0 |
Stryker Corp | 1.3M | $273.6M | 4.0% | $182.31 | +10.05% | 3 qtrssince 2019-Q1 | Decreased 0 |
Danaher Corp | 1.8M | $265.6M | 3.9% | $112.95 | +9.66% | 3 qtrssince 2019-Q1 | Decreased 0 |
WEX INC | 1.2M | $247.7M | 3.6% | $192.21 | +5.01% | 3 qtrssince 2019-Q1 | Increased 57 |
TJX Cos Inc/The | 4.4M | $247.2M | 3.6% | $48.17 | +5.66% | 3 qtrssince 2019-Q1 | Increased 56 |
Automatic Data Processing Inc | 1.2M | $196.5M | 2.9% | $135.42 | +2.04% | 3 qtrssince 2019-Q1 | Decreased 0 |
Paycom Software Inc | 903,187 | $189.2M | 2.7% | $184.23 | +10.67% | 3 qtrssince 2019-Q1 | Increased 53 |
Becton Dickinson and Co | 698,848 | $176.8M | 2.6% | $169.78 | +1.73% | 3 qtrssince 2019-Q1 | Increased 53 |
Canadian National Railway Co | 1.9M | $169.8M | 2.5% | $77.51 | +1.31% | 3 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc | 134,181 | $163.9M | 2.4% | $58.25 | +3.83% | 3 qtrssince 2019-Q1 | Increased 52 |
Church & Dwight Co Inc | 2.1M | $158.9M | 2.3% | $65.12 | +6.27% | 3 qtrssince 2019-Q1 | Decreased 0 |
Abbott Laboratories | 1.9M | $157M | 2.3% | $69.76 | +5.49% | 3 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com Inc | 76,745 | $133.2M | 1.9% | $90.35 | -3.93% | 3 qtrssince 2019-Q1 | Increased 50 |
Starbucks Corp | 1.5M | $131.3M | 1.9% | $63.07 | +19.94% | 3 qtrssince 2019-Q1 | Decreased 0 |
Walt Disney Co/The | 934,255 | $121.8M | 1.8% | $110.58 | +13.58% | 3 qtrssince 2019-Q1 | Increased 50 |
Visa Inc | 671,771 | $115.6M | 1.7% | $148.23 | +10.38% | 3 qtrssince 2019-Q1 | Increased 47 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA manages $6.9B across 694 positions as of Q3 2019. Top holdings: MA (7.4%), AMT (4.9%), MSFT (4.2%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 45 new positions, 78 exits, 118 increased. Top move: MSFT (INCREASED, conviction 59). Portfolio: $6.9B across 694 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
Verify source filings on SEC EDGAR