LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Institutional investor · Portfolio as of Q3 2020
Top Holdings596 positions
MasterCard Incorporated | 1.8M | $602.3M | 7.6% | $225.67 | +44.79% | 7 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp. | 2.1M | $443.2M | 5.6% | $111.53 | +79.35% | 7 qtrssince 2019-Q1 | Increased 60 |
Danaher Corporation | 1.8M | $390.3M | 4.9% | $112.96 | +64.21% | 7 qtrssince 2019-Q1 | Decreased 0 |
American Tower Corporation | 1.5M | $363.1M | 4.6% | $164.08 | +25.66% | 7 qtrssince 2019-Q1 | Decreased 0 |
INTUIT | 1M | $329.3M | 4.1% | $247.70 | +26.22% | 7 qtrssince 2019-Q1 | Decreased 0 |
FISERV INC | 3M | $313.2M | 3.9% | $89.70 | +14.89% | 7 qtrssince 2019-Q1 | Increased 60 |
Stryker Corporation | 1.3M | $276.3M | 3.5% | $181.63 | +7.75% | 7 qtrssince 2019-Q1 | Increased 57 |
Amazon.com, Inc. | 86,606 | $272.7M | 3.4% | $93.97 | +67.54% | 7 qtrssince 2019-Q1 | Increased 57 |
PAYCOM SOFTWARE INC | 841,048 | $261.8M | 3.3% | $184.23 | +64.45% | 7 qtrssince 2019-Q1 | Decreased 0 |
Adobe Inc | 500,742 | $245.6M | 3.1% | $292.75 | +67.53% | 7 qtrssince 2019-Q1 | Increased 56 |
Apple Inc. | 2M | $227.8M | 2.9% | $45.22 | +148.18% | 7 qtrssince 2019-Q1 | Increased 85 |
The TJX Companies Inc. | 4M | $224.3M | 2.8% | $48.17 | +6.30% | 7 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 145,949 | $213.9M | 2.7% | $59.12 | +22.79% | 7 qtrssince 2019-Q1 | Increased 53 |
Abbott Laboratories | 1.8M | $198.5M | 2.5% | $69.76 | +39.47% | 7 qtrssince 2019-Q1 | Decreased 0 |
CANADIAN NATL RY CO | 1.7M | $179.8M | 2.3% | $77.51 | +22.27% | 7 qtrssince 2019-Q1 | Decreased 0 |
BECTON DICKINSON & CO | 724,575 | $168.6M | 2.1% | $169.85 | -5.24% | 7 qtrssince 2019-Q1 | Decreased 0 |
Church & Dwight Co Inc. | 1.8M | $167.2M | 2.1% | $65.12 | +33.99% | 7 qtrssince 2019-Q1 | Decreased 0 |
Automatic Data Processing, Inc. | 1.2M | $165.8M | 2.1% | $135.45 | -9.69% | 7 qtrssince 2019-Q1 | Decreased 0 |
SALESFORCE COM INC | 651,398 | $163.7M | 2.1% | $155.56 | +58.81% | 7 qtrssince 2019-Q1 | Increased 54 |
Visa Inc | 653,597 | $130.7M | 1.6% | $148.23 | +29.13% | 7 qtrssince 2019-Q1 | Decreased 0 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA manages $8B across 596 positions as of Q3 2020. Top holdings: MA (7.6%), MSFT (5.6%), DHR (4.9%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 30 new positions, 28 exits, 86 increased. Top move: AAPL (INCREASED, conviction 85). Portfolio: $8.0B across 596 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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