LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Institutional investor · Portfolio as of Q3 2023
Top Holdings607 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 2M | $688.6M | 7.7% | $113.69 | +173.10% | 19 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 1.6M | $613.7M | 6.9% | $226.80 | +72.06% | 19 qtrssince 2019-Q1 | Decreased 0 |
INTUIT INC | 979,948 | $490.3M | 5.5% | $252.86 | +98.84% | 19 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 3.1M | $389.9M | 4.4% | $94.97 | +36.76% | 19 qtrssince 2019-Q1 | Decreased 0 |
FISERV INC | 3M | $354.9M | 4.0% | $90.64 | +24.62% | 19 qtrssince 2019-Q1 | Decreased 0 |
STRYKER CORP | 1.3M | $351.6M | 3.9% | $184.95 | +44.67% | 19 qtrssince 2019-Q1 | Decreased 0 |
DANAHER CORP | 1.7M | $330.7M | 3.7% | $113.68 | +91.01% | 19 qtrssince 2019-Q1 | Decreased 0 |
ADOBE INC | 580,820 | $324.5M | 3.6% | $317.48 | +60.61% | 19 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 2.1M | $291.5M | 3.3% | $108.63 | +17.02% | 19 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.6M | $290M | 3.2% | $95.33 | +77.21% | 19 qtrssince 2019-Q1 | Decreased 0 |
AMERICAN TOWER CORP | 1.5M | $273.1M | 3.1% | $164.84 | -8.43% | 19 qtrssince 2019-Q1 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 536,056 | $239.9M | 2.7% | $408.07 | +23.19% | 19 qtrssince 2019-Q1 | Increased 53 |
TJX COMPANIES INC | 2.6M | $229.4M | 2.6% | $48.17 | +77.47% | 19 qtrssince 2019-Q1 | Decreased 0 |
EOG RESOURCES INC | 1.5M | $191.8M | 2.1% | $69.52 | +63.94% | 19 qtrssince 2019-Q1 | Decreased 0 |
SERVICENOW INC | 309,128 | $185.3M | 2.1% | $99.20 | +12.69% | 19 qtrssince 2019-Q1 | Decreased 0 |
NXP SEMICONDUCTORS NV | 1M | $182.5M | 2.0% | $90.10 | +113.17% | 19 qtrssince 2019-Q1 | Decreased 0 |
ABBOTT LABORATORIES | 1.8M | $169.4M | 1.9% | $70.37 | +29.30% | 19 qtrssince 2019-Q1 | Decreased 0 |
CANADIAN NATL RAILWAY CO | 1.5M | $160.6M | 1.8% | $78.86 | +29.85% | 19 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 623,261 | $151.6M | 1.7% | $149.14 | +50.75% | 19 qtrssince 2019-Q1 | Decreased 0 |
AUTOMATIC DATA PROCESSING | 673,845 | $147.3M | 1.6% | $136.31 | +65.30% | 19 qtrssince 2019-Q1 | Decreased 0 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA manages $8.9B across 607 positions as of Q3 2023. Top holdings: MSFT (7.7%), MA (6.9%), INTU (5.5%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 38 new positions, 63 exits, 97 increased. Top move: TMO (INCREASED, conviction 53). Portfolio: $8.9B across 607 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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