LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Institutional investor · Portfolio as of Q3 2024
Top Holdings571 positions
Microsoft Corp. | 1.9M | $817.6M | 7.3% | $118.31 | +258.05% | 23 qtrssince 2019-Q1 | Increased 63 |
MasterCard Incorporated | 1.5M | $759M | 6.8% | $226.31 | +115.61% | 23 qtrssince 2019-Q1 | Increased 61 |
FISERV INC | 2.9M | $582.1M | 5.2% | $90.55 | +98.40% | 23 qtrssince 2019-Q1 | Decreased 0 |
INTUIT | 936,599 | $565.7M | 5.0% | $251.06 | +143.03% | 23 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 3.1M | $500.5M | 4.5% | $64.59 | +154.97% | 23 qtrssince 2019-Q1 | Increased 59 |
Stryker Corporation | 1.2M | $426.9M | 3.8% | $183.46 | +93.00% | 23 qtrssince 2019-Q1 | Decreased 0 |
Danaher Corporation | 1.7M | $416.6M | 3.7% | $113.37 | +141.97% | 23 qtrssince 2019-Q1 | Increased 57 |
Amazon.com, Inc. | 2.2M | $413.2M | 3.7% | $109.43 | +70.28% | 23 qtrssince 2019-Q1 | Increased 60 |
Apple Inc. | 1.5M | $351.5M | 3.1% | $45.42 | +408.70% | 23 qtrssince 2019-Q1 | Increased 57 |
American Tower Corporation | 1.4M | $323M | 2.9% | $164.84 | +32.83% | 23 qtrssince 2019-Q1 | Decreased 0 |
Thermo Fisher Scientific Inc | 525,385 | $292.8M | 2.6% | $406.95 | +50.94% | 23 qtrssince 2019-Q1 | Decreased 0 |
Servicenow Inc | 302,761 | $289.6M | 2.6% | $100.12 | +78.67% | 23 qtrssince 2019-Q1 | Decreased 0 |
Adobe Inc | 584,740 | $282.4M | 2.5% | $322.73 | +60.44% | 23 qtrssince 2019-Q1 | Increased 53 |
The TJX Companies Inc. | 2.4M | $273.2M | 2.4% | $48.17 | +138.08% | 23 qtrssince 2019-Q1 | Decreased 0 |
NXP Semiconductors NV | 968,169 | $231.5M | 2.1% | $88.96 | +160.21% | 23 qtrssince 2019-Q1 | Decreased 0 |
Costco Wholesale Corporation | 248,741 | $222.2M | 2.0% | $360.34 | +143.35% | 23 qtrssince 2019-Q1 | Decreased 0 |
Abbott Laboratories | 1.7M | $201.6M | 1.8% | $70.37 | +55.37% | 23 qtrssince 2019-Q1 | Decreased 0 |
Automatic Data Processing, Inc. | 649,822 | $188.1M | 1.7% | $135.45 | +94.49% | 23 qtrssince 2019-Q1 | Decreased 0 |
EOG Resources Inc. | 1.5M | $182.6M | 1.6% | $69.61 | +65.35% | 23 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA Corp. | 1.3M | $180.4M | 1.6% | $21.39 | +466.34% | 23 qtrssince 2019-Q1 | Increased 49 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA manages $11.2B across 571 positions as of Q3 2024. Top holdings: MSFT (7.3%), MA (6.8%), FISV (5.2%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 54 new positions, 34 exits, 97 increased. Top move: MSFT (INCREASED, conviction 63). Portfolio: $11.2B across 571 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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