LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Institutional investor · Portfolio as of Q3 2020
Top Holdings596 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MASTERCARD INC - A | 1.8M | $602.3M | 7.6% | $226.44 | +43.95% | 7 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 2.1M | $443.2M | 5.6% | $112.19 | +76.79% | 7 qtrssince 2019-Q1 | Increased 60 |
DANAHER CORP | 1.8M | $390.3M | 4.9% | $113.64 | +60.91% | 7 qtrssince 2019-Q1 | Decreased 0 |
AMERICAN TOWER CORP | 1.5M | $363.1M | 4.6% | $164.08 | +25.66% | 7 qtrssince 2019-Q1 | Decreased 0 |
INTUIT INC | 1M | $329.3M | 4.1% | $249.57 | +25.22% | 7 qtrssince 2019-Q1 | Decreased 0 |
FISERV INC | 3M | $313.2M | 3.9% | $89.78 | +15.38% | 7 qtrssince 2019-Q1 | Increased 60 |
STRYKER CORP | 1.3M | $276.3M | 3.5% | $183.06 | +5.94% | 7 qtrssince 2019-Q1 | Increased 57 |
AMAZON.COM INC | 86,606 | $272.7M | 3.4% | $93.71 | +67.80% | 7 qtrssince 2019-Q1 | Increased 57 |
PAYCOM SOFTWARE INC | 841,048 | $261.8M | 3.3% | $185.51 | +60.53% | 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% | $95.33 | +17.74% | 7 qtrssince 2019-Q1 | Increased 85 |
TJX COMPANIES INC | 4M | $224.3M | 2.8% | $48.17 | +6.30% | 7 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 145,949 | $213.9M | 2.7% | $59.16 | +22.97% | 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 RAILWAY CO | 1.7M | $179.8M | 2.3% | $77.93 | +22.27% | 7 qtrssince 2019-Q1 | Decreased 0 |
BECTON DICKINSON AND CO | 724,575 | $168.6M | 2.1% | $172.98 | -8.10% | 7 qtrssince 2019-Q1 | Decreased 0 |
CHURCH & DWIGHT CO INC | 1.8M | $167.2M | 2.1% | $65.53 | +32.76% | 7 qtrssince 2019-Q1 | Decreased 0 |
AUTOMATIC DATA PROCESSING | 1.2M | $165.8M | 2.1% | $138.45 | -10.93% | 7 qtrssince 2019-Q1 | Decreased 0 |
SALESFORCE.COM INC | 651,398 | $163.7M | 2.1% | $156.53 | +56.19% | 7 qtrssince 2019-Q1 | Increased 54 |
VISA INC-CLASS A SHARES | 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 Rating: 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.
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