LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Institutional investor · Portfolio as of Q3 2019
Top Holdings694 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MASTERCARD INC - A | 1.9M | $510.6M | 7.4% | $226.44 | +14.60% | 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% | $111.81 | +16.57% | 3 qtrssince 2019-Q1 | Increased 59 |
FISERV INC | 2.7M | $282.6M | 4.1% | $88.29 | +16.22% | 3 qtrssince 2019-Q1 | Increased 56 |
INTUIT INC | 1M | $274.3M | 4.0% | $249.57 | +1.04% | 3 qtrssince 2019-Q1 | Decreased 0 |
STRYKER CORP | 1.3M | $273.6M | 4.0% | $183.88 | +8.68% | 3 qtrssince 2019-Q1 | Decreased 0 |
DANAHER CORP | 1.8M | $265.6M | 3.9% | $113.63 | +7.48% | 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 COMPANIES INC | 4.4M | $247.2M | 3.6% | $48.17 | +5.66% | 3 qtrssince 2019-Q1 | Increased 56 |
AUTOMATIC DATA PROCESSING | 1.2M | $196.5M | 2.9% | $136.29 | +2.04% | 3 qtrssince 2019-Q1 | Decreased 0 |
PAYCOM SOFTWARE INC | 903,187 | $189.2M | 2.7% | $185.51 | +9.05% | 3 qtrssince 2019-Q1 | Increased 53 |
BECTON DICKINSON AND CO | 698,848 | $176.8M | 2.6% | $170.78 | +1.73% | 3 qtrssince 2019-Q1 | Increased 53 |
CANADIAN NATL RAILWAY CO | 1.9M | $169.8M | 2.5% | $77.93 | +1.31% | 3 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 134,181 | $163.9M | 2.4% | $58.36 | +4.25% | 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% | $90.32 | -4.49% | 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% | $111.41 | +13.28% | 3 qtrssince 2019-Q1 | Increased 50 |
VISA INC-CLASS A SHARES | 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 Rating: 3/5.0.
Active quarter - 45 new positions, 78 exits, 118 increased. Top move: MSFT (INCREASED, conviction 59). Portfolio: $6.9B across 694 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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer