LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Institutional investor · Portfolio as of Q3 2022
Top Holdings611 positions
Microsoft Corp. | 2.1M | $481.8M | 6.3% | $113.02 | +99.42% | 15 qtrssince 2019-Q1 | Decreased 0 |
MasterCard Incorporated | 1.7M | $477M | 6.2% | $226.03 | +22.81% | 15 qtrssince 2019-Q1 | Decreased 0 |
Danaher Corporation | 1.7M | $450.6M | 5.9% | $112.96 | +98.30% | 15 qtrssince 2019-Q1 | Decreased 0 |
INTUIT | 990,492 | $383.6M | 5.0% | $250.96 | +49.62% | 15 qtrssince 2019-Q1 | Decreased 0 |
American Tower Corporation | 1.5M | $321.4M | 4.2% | $164.71 | +15.55% | 15 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 3M | $290.9M | 3.8% | $61.42 | +54.27% | 15 qtrssince 2019-Q1 | Increased 91 |
FISERV INC | 3M | $279.2M | 3.6% | $90.29 | +3.63% | 15 qtrssince 2019-Q1 | Increased 56 |
Stryker Corporation | 1.4M | $275.4M | 3.6% | $183.46 | +5.99% | 15 qtrssince 2019-Q1 | Increased 56 |
Thermo Fisher Scientific Inc | 515,419 | $261.4M | 3.4% | $402.25 | +24.56% | 15 qtrssince 2019-Q1 | Increased 57 |
Apple Inc. | 1.7M | $234.7M | 3.1% | $45.22 | +199.74% | 15 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com, Inc. | 2.1M | $234M | 3.0% | $104.49 | +8.15% | 15 qtrssince 2019-Q1 | Increased 56 |
PAYCOM SOFTWARE INC | 707,197 | $233.4M | 3.0% | $184.23 | +74.32% | 15 qtrssince 2019-Q1 | Decreased 0 |
Abbott Laboratories | 1.8M | $174M | 2.3% | $70.37 | +26.75% | 15 qtrssince 2019-Q1 | Decreased 0 |
The TJX Companies Inc. | 2.7M | $169.5M | 2.2% | $48.17 | +22.08% | 15 qtrssince 2019-Q1 | Decreased 0 |
CANADIAN NATL RY CO | 1.5M | $160M | 2.1% | $78.24 | +27.26% | 15 qtrssince 2019-Q1 | Increased 52 |
Adobe Inc | 568,658 | $156.5M | 2.0% | $315.84 | -12.87% | 15 qtrssince 2019-Q1 | Increased 52 |
Automatic Data Processing, Inc. | 691,564 | $156.4M | 2.0% | $135.45 | +52.15% | 15 qtrssince 2019-Q1 | Decreased 0 |
NXP Semiconductors NV | 1.1M | $155.1M | 2.0% | $88.73 | +54.37% | 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% | $99.52 | -24.11% | 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 Score: 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.
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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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