LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Institutional investor · Portfolio as of Q3 2022
Top Holdings611 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 2.1M | $481.8M | 6.3% | $113.69 | +103.45% | 15 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 1.7M | $477M | 6.2% | $226.80 | +23.86% | 15 qtrssince 2019-Q1 | Decreased 0 |
DANAHER CORP | 1.7M | $450.6M | 5.9% | $113.64 | +101.25% | 15 qtrssince 2019-Q1 | Decreased 0 |
INTUIT INC | 990,492 | $383.6M | 5.0% | $252.76 | +53.34% | 15 qtrssince 2019-Q1 | Decreased 0 |
AMERICAN TOWER CORP | 1.5M | $321.4M | 4.2% | $164.71 | +15.55% | 15 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 3M | $290.9M | 3.8% | $94.93 | +1.85% | 15 qtrssince 2019-Q1 | Increased 91 |
FISERV INC | 3M | $279.2M | 3.6% | $90.39 | +4.93% | 15 qtrssince 2019-Q1 | Increased 56 |
STRYKER CORP | 1.4M | $275.4M | 3.6% | $184.95 | +7.58% | 15 qtrssince 2019-Q1 | Increased 56 |
THERMO FISHER SCIENTIFIC INC | 515,419 | $261.4M | 3.4% | $403.75 | +26.75% | 15 qtrssince 2019-Q1 | Increased 57 |
APPLE INC | 1.7M | $234.7M | 3.1% | $95.33 | +42.20% | 15 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 2.1M | $234M | 3.0% | $108.71 | +5.60% | 15 qtrssince 2019-Q1 | Increased 56 |
PAYCOM SOFTWARE INC | 707,197 | $233.4M | 3.0% | $185.51 | +76.70% | 15 qtrssince 2019-Q1 | Decreased 0 |
ABBOTT LABORATORIES | 1.8M | $174M | 2.3% | $70.37 | +26.75% | 15 qtrssince 2019-Q1 | Decreased 0 |
TJX COMPANIES INC | 2.7M | $169.5M | 2.2% | $48.17 | +22.08% | 15 qtrssince 2019-Q1 | Decreased 0 |
CANADIAN NATL RAILWAY CO | 1.5M | $160M | 2.1% | $79.63 | +29.54% | 15 qtrssince 2019-Q1 | Increased 52 |
ADOBE INC | 568,658 | $156.5M | 2.0% | $314.99 | -11.67% | 15 qtrssince 2019-Q1 | Increased 52 |
AUTOMATIC DATA PROCESSING | 691,564 | $156.4M | 2.0% | $138.45 | +53.23% | 15 qtrssince 2019-Q1 | Decreased 0 |
NXP SEMICONDUCTORS NV | 1.1M | $155.1M | 2.0% | $89.88 | +58.05% | 15 qtrssince 2019-Q1 | Increased 52 |
EOG RESOURCES INC | 1.4M | $153.9M | 2.0% | $66.35 | +44.49% | 15 qtrssince 2019-Q1 | Increased 53 |
SERVICENOW INC | 354,362 | $133.8M | 1.7% | $99.20 | -22.28% | 15 qtrssince 2019-Q1 | Decreased 0 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA manages $7.7B across 611 positions as of Q3 2022. Top holdings: MSFT (6.3%), MA (6.2%), DHR (5.9%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 12 new positions, 49 exits, 50 increased. Top move: GOOGL (INCREASED, conviction 91). Portfolio: $7.7B across 611 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
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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