LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Institutional investor · Portfolio as of Q3 2021
Top Holdings753 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 2.1M | $596.9M | 5.9% | $113.69 | +141.26% | 11 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 1.7M | $590.9M | 5.9% | $226.46 | +51.93% | 11 qtrssince 2019-Q1 | Decreased 0 |
INTUIT INC | 1M | $557.3M | 5.5% | $252.76 | +110.19% | 11 qtrssince 2019-Q1 | Decreased 0 |
DANAHER CORP | 1.8M | $547.1M | 5.4% | $113.64 | +134.57% | 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-CL A | 148,753 | $397.7M | 3.9% | $60.17 | +121.63% | 11 qtrssince 2019-Q1 | Increased 57 |
PAYCOM SOFTWARE INC | 730,935 | $362.4M | 3.6% | $185.51 | +161.53% | 11 qtrssince 2019-Q1 | Decreased 0 |
STRYKER CORP | 1.3M | $354.4M | 3.5% | $184.00 | +39.30% | 11 qtrssince 2019-Q1 | Increased 57 |
FISERV INC | 3.1M | $337.3M | 3.3% | $90.39 | +22.44% | 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% | $99.78 | +65.42% | 11 qtrssince 2019-Q1 | Increased 59 |
THERMO FISHER SCIENTIFIC INC | 480,455 | $274.5M | 2.7% | $390.06 | +46.89% | 11 qtrssince 2019-Q1 | Increased 60 |
APPLE INC | 1.8M | $261.2M | 2.6% | $95.33 | +44.78% | 11 qtrssince 2019-Q1 | Decreased 0 |
PAYPAL HOLDINGS INC | 850,426 | $221.3M | 2.2% | $215.52 | +19.90% | 11 qtrssince 2019-Q1 | Increased 58 |
ABBOTT LABORATORIES | 1.8M | $216.6M | 2.1% | $70.37 | +52.31% | 11 qtrssince 2019-Q1 | Increased 52 |
SERVICENOW INC | 347,784 | $216.4M | 2.1% | $98.23 | +25.83% | 11 qtrssince 2019-Q1 | Increased 54 |
TJX COMPANIES INC | 3.2M | $209.4M | 2.1% | $48.17 | +27.43% | 11 qtrssince 2019-Q1 | Decreased 0 |
NXP SEMICONDUCTORS NV | 1M | $200.6M | 2.0% | $87.48 | +109.97% | 11 qtrssince 2019-Q1 | Increased 49 |
SALESFORCE.COM INC | 679,124 | $184.2M | 1.8% | $159.66 | +67.39% | 11 qtrssince 2019-Q1 | Increased 48 |
CANADIAN NATL RAILWAY CO | 1.5M | $168.6M | 1.7% | $78.01 | +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 Rating: 3.5/5.0.
Active quarter - 21 new positions, 227 exits, 95 increased. Top move: TMO (INCREASED, conviction 60). Portfolio: $10.1B across 753 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer