LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Institutional investor · Portfolio as of Q4 2019
Top Holdings679 positions
MASTERCARD INCORPORATED | 1.9M | $559M | 7.5% | $225.67 | +27.30% | 4 qtrssince 2019-Q1 | Decreased 0 |
AMERICAN TOWER CORP NEW | 1.5M | $352M | 4.8% | $164.08 | +18.19% | 4 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 2.1M | $332.7M | 4.5% | $111.51 | +33.43% | 4 qtrssince 2019-Q1 | Increased 57 |
FISERV INC | 2.8M | $319.3M | 4.3% | $88.62 | +30.48% | 4 qtrssince 2019-Q1 | Increased 57 |
DANAHER CORPORATION | 1.8M | $282.4M | 3.8% | $112.96 | +16.66% | 4 qtrssince 2019-Q1 | Increased 56 |
TJX COS INC NEW | 4.4M | $269.9M | 3.6% | $48.17 | +16.20% | 4 qtrssince 2019-Q1 | Decreased 0 |
INTUIT | 1M | $269.5M | 3.6% | $247.70 | +0.76% | 4 qtrssince 2019-Q1 | Decreased 0 |
STRYKER CORPORATION | 1.3M | $267.2M | 3.6% | $182.39 | +7.06% | 4 qtrssince 2019-Q1 | Increased 57 |
WEX INC | 1.2M | $258.1M | 3.5% | $192.29 | +8.33% | 4 qtrssince 2019-Q1 | Increased 57 |
PAYCOM SOFTWARE INC | 901,163 | $238.6M | 3.2% | $184.23 | +39.86% | 4 qtrssince 2019-Q1 | Decreased 0 |
AUTOMATIC DATA PROCESSING IN | 1.2M | $212M | 2.9% | $135.66 | +8.18% | 4 qtrssince 2019-Q1 | Increased 54 |
BECTON DICKINSON & CO | 714,381 | $194.3M | 2.6% | $170.14 | +9.48% | 4 qtrssince 2019-Q1 | Increased 53 |
ALPHABET INC | 135,199 | $181.1M | 2.4% | $58.31 | +13.77% | 4 qtrssince 2019-Q1 | Increased 52 |
CANADIAN NATL RY CO | 1.9M | $170.1M | 2.3% | $77.51 | +2.44% | 4 qtrssince 2019-Q1 | Decreased 0 |
ABBOTT LABS | 1.9M | $162.3M | 2.2% | $69.76 | +9.95% | 4 qtrssince 2019-Q1 | Decreased 0 |
ADOBE INC | 461,786 | $152.3M | 2.1% | $285.93 | +15.35% | 4 qtrssince 2019-Q1 | Increased 67 |
APPLE INC | 507,366 | $149M | 2.0% | $45.22 | +56.25% | 4 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 78,446 | $145M | 2.0% | $90.39 | +2.21% | 4 qtrssince 2019-Q1 | Increased 49 |
CHURCH & DWIGHT CO INC | 2M | $142.3M | 1.9% | $65.12 | -0.31% | 4 qtrssince 2019-Q1 | Decreased 0 |
DISNEY WALT CO | 948,902 | $137.2M | 1.9% | $111.04 | +26.29% | 4 qtrssince 2019-Q1 | Increased 48 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA manages $7.4B across 679 positions as of Q4 2019. Top holdings: MA (7.5%), AMT (4.8%), MSFT (4.5%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 53 new positions, 68 exits, 115 increased. Top move: ADBE (INCREASED, conviction 67). Portfolio: $7.4B across 679 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
Verify source filings on SEC EDGAR