LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Institutional investor · Portfolio as of Q3 2024
Top Holdings571 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.9M | $817.6M | 7.3% | $118.97 | +256.41% | 23 qtrssince 2019-Q1 | Increased 63 |
MASTERCARD INC - A | 1.5M | $759M | 6.8% | $227.08 | +115.53% | 23 qtrssince 2019-Q1 | Increased 61 |
FISERV INC | 2.9M | $582.1M | 5.2% | $90.64 | +96.79% | 23 qtrssince 2019-Q1 | Decreased 0 |
INTUIT INC | 936,599 | $565.7M | 5.0% | $252.86 | +142.35% | 23 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 3.1M | $500.5M | 4.5% | $96.84 | +68.45% | 23 qtrssince 2019-Q1 | Increased 59 |
STRYKER CORP | 1.2M | $426.9M | 3.8% | $184.95 | +92.13% | 23 qtrssince 2019-Q1 | Decreased 0 |
DANAHER CORP | 1.7M | $416.6M | 3.7% | $114.04 | +139.73% | 23 qtrssince 2019-Q1 | Increased 57 |
AMAZON.COM INC | 2.2M | $413.2M | 3.7% | $113.38 | +65.79% | 23 qtrssince 2019-Q1 | Increased 60 |
APPLE INC | 1.5M | $351.5M | 3.1% | $95.47 | +142.03% | 23 qtrssince 2019-Q1 | Increased 57 |
AMERICAN TOWER CORP | 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% | $408.31 | +49.84% | 23 qtrssince 2019-Q1 | Decreased 0 |
SERVICENOW INC | 302,761 | $289.6M | 2.6% | $99.80 | +76.71% | 23 qtrssince 2019-Q1 | Decreased 0 |
ADOBE INC | 584,740 | $282.4M | 2.5% | $322.73 | +60.44% | 23 qtrssince 2019-Q1 | Increased 53 |
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% | $90.10 | +165.60% | 23 qtrssince 2019-Q1 | Decreased 0 |
COSTCO WHOLESALE CORP | 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 | 649,822 | $188.1M | 1.7% | $138.45 | +91.83% | 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% | $113.47 | +6.95% | 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 Rating: 3.5/5.0.
Active quarter - 53 new positions, 33 exits, 97 increased. Top move: MSFT (INCREASED, conviction 63). Portfolio: $11.2B across 571 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
Top Losers
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