LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Institutional investor · Portfolio as of Q3 2023
Top Holdings607 positions
Microsoft Corp | 2M | $688.6M | 7.7% | $113.02 | +172.98% | 19 qtrssince 2019-Q1 | Decreased 0 |
Mastercard Inc | 1.6M | $613.7M | 6.9% | $226.03 | +72.06% | 19 qtrssince 2019-Q1 | Decreased 0 |
Intuit Inc | 979,948 | $490.3M | 5.5% | $251.06 | +98.76% | 19 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc | 3.1M | $389.9M | 4.4% | $61.78 | +109.83% | 19 qtrssince 2019-Q1 | Decreased 0 |
Fiserv Inc | 3M | $354.9M | 4.0% | $90.55 | +24.75% | 19 qtrssince 2019-Q1 | Decreased 0 |
Stryker Corp | 1.3M | $351.6M | 3.9% | $183.46 | +44.61% | 19 qtrssince 2019-Q1 | Decreased 0 |
Danaher Corp | 1.7M | $330.7M | 3.7% | $113.00 | +91.02% | 19 qtrssince 2019-Q1 | Decreased 0 |
Adobe Systems 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% | $104.52 | +21.62% | 19 qtrssince 2019-Q1 | Decreased 0 |
Apple Inc | 1.6M | $290M | 3.2% | $45.22 | +273.54% | 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% | $406.71 | +23.25% | 19 qtrssince 2019-Q1 | Increased 53 |
TJX Cos Inc/The | 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% | $99.52 | +12.33% | 19 qtrssince 2019-Q1 | Decreased 0 |
NXP Semiconductors NV | 1M | $182.5M | 2.0% | $88.96 | +113.12% | 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 National Railway Co | 1.5M | $160.6M | 1.8% | $78.44 | +29.85% | 19 qtrssince 2019-Q1 | Decreased 0 |
Visa Inc | 623,261 | $151.6M | 1.7% | $149.14 | +50.75% | 19 qtrssince 2019-Q1 | Decreased 0 |
Automatic Data Processing Inc | 673,845 | $147.3M | 1.6% | $135.45 | +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 Score: 3.5/5.0.
Active quarter - 42 new positions, 66 exits, 97 increased. Top move: TMO (INCREASED, conviction 53). Portfolio: $8.9B across 607 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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