LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Institutional investor · Portfolio as of Q3 2021
Top Holdings753 positions
MICROSOFT CORP | 2.1M | $596.9M | 5.9% | $113.02 | +139.39% | 11 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INCORPORATED | 1.7M | $590.9M | 5.9% | $225.69 | +49.56% | 11 qtrssince 2019-Q1 | Decreased 0 |
INTUIT | 1M | $557.3M | 5.5% | $250.96 | +107.27% | 11 qtrssince 2019-Q1 | Decreased 0 |
DANAHER CORP DEL | 1.8M | $547.1M | 5.4% | $112.96 | +132.92% | 11 qtrssince 2019-Q1 | Decreased 0 |
AMERICAN TOWER CORP | 1.5M | $400.4M | 4.0% | $164.40 | +43.91% | 11 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 148,753 | $397.7M | 3.9% | $60.12 | +120.24% | 11 qtrssince 2019-Q1 | Increased 57 |
PAYCOM SOFTWARE INC | 730,935 | $362.4M | 3.6% | $184.23 | +161.89% | 11 qtrssince 2019-Q1 | Decreased 0 |
STRYKER CORPORATION | 1.3M | $354.4M | 3.5% | $182.56 | +37.03% | 11 qtrssince 2019-Q1 | Increased 57 |
FISERV INC | 3.1M | $337.3M | 3.3% | $90.28 | +20.18% | 11 qtrssince 2019-Q1 | Increased 58 |
ADOBE INC | 552,979 | $318.4M | 3.2% | $312.42 | +84.28% | 11 qtrssince 2019-Q1 | Increased 57 |
AMAZON COM INC | 94,656 | $310.9M | 3.1% | $99.99 | +64.27% | 11 qtrssince 2019-Q1 | Increased 59 |
THERMO FISHER SCIENTIFIC INC | 480,455 | $274.5M | 2.7% | $388.61 | +44.94% | 11 qtrssince 2019-Q1 | Increased 60 |
APPLE INC | 1.8M | $261.2M | 2.6% | $45.22 | +205.19% | 11 qtrssince 2019-Q1 | Decreased 0 |
PAYPAL HLDGS INC | 850,426 | $221.3M | 2.2% | $216.04 | +19.12% | 11 qtrssince 2019-Q1 | Increased 58 |
ABBOTT LABORATORIES | 1.8M | $216.6M | 2.1% | $69.94 | +52.31% | 11 qtrssince 2019-Q1 | Increased 52 |
SERVICENOW INC | 347,784 | $216.4M | 2.1% | $98.61 | +26.21% | 11 qtrssince 2019-Q1 | Increased 54 |
TJX COS INC NEW | 3.2M | $209.4M | 2.1% | $48.17 | +27.43% | 11 qtrssince 2019-Q1 | Decreased 0 |
NXP SEMICONDUCTORS N V | 1M | $200.6M | 2.0% | $86.40 | +106.79% | 11 qtrssince 2019-Q1 | Increased 49 |
SALESFORCE INC | 679,124 | $184.2M | 1.8% | $158.71 | +67.98% | 11 qtrssince 2019-Q1 | Increased 48 |
CANADIAN NATL RY CO | 1.5M | $168.6M | 1.7% | $77.59 | +34.94% | 11 qtrssince 2019-Q1 | Decreased 0 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA manages $10.1B across 753 positions as of Q3 2021. Top holdings: MSFT (5.9%), MA (5.9%), INTU (5.5%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 22 new positions, 228 exits, 95 increased. Top move: TMO (INCREASED, conviction 60). Portfolio: $10.1B across 753 positions.
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Portfolio allocation by GICS sector
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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