LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Institutional investor · Portfolio as of Q4 2019
Top Holdings679 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MASTERCARD INC - A | 1.9M | $559M | 7.5% | $226.44 | +26.93% | 4 qtrssince 2019-Q1 | Decreased 0 |
AMERICAN TOWER CORP | 1.5M | $352M | 4.8% | $164.08 | +18.19% | 4 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 2.1M | $332.7M | 4.5% | $112.18 | +33.39% | 4 qtrssince 2019-Q1 | Increased 57 |
FISERV INC | 2.8M | $319.3M | 4.3% | $88.62 | +30.30% | 4 qtrssince 2019-Q1 | Increased 57 |
DANAHER CORP | 1.8M | $282.4M | 3.8% | $113.64 | +16.17% | 4 qtrssince 2019-Q1 | Increased 56 |
TJX COMPANIES INC | 4.4M | $269.9M | 3.6% | $48.17 | +16.20% | 4 qtrssince 2019-Q1 | Decreased 0 |
INTUIT INC | 1M | $269.5M | 3.6% | $249.57 | +1.11% | 4 qtrssince 2019-Q1 | Decreased 0 |
STRYKER CORP | 1.3M | $267.2M | 3.6% | $183.95 | +6.45% | 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% | $185.51 | +38.65% | 4 qtrssince 2019-Q1 | Decreased 0 |
AUTOMATIC DATA PROCESSING | 1.2M | $212M | 2.9% | $138.69 | +7.61% | 4 qtrssince 2019-Q1 | Increased 54 |
BECTON DICKINSON AND CO | 714,381 | $194.3M | 2.6% | $173.39 | +8.94% | 4 qtrssince 2019-Q1 | Increased 53 |
ALPHABET INC-CL A | 135,199 | $181.1M | 2.4% | $58.42 | +13.80% | 4 qtrssince 2019-Q1 | Increased 52 |
CANADIAN NATL RAILWAY CO | 1.9M | $170.1M | 2.3% | $77.93 | +2.44% | 4 qtrssince 2019-Q1 | Decreased 0 |
ABBOTT LABORATORIES | 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% | $90.37 | +2.18% | 4 qtrssince 2019-Q1 | Increased 49 |
CHURCH & DWIGHT CO INC | 2M | $142.3M | 1.9% | $65.53 | -0.31% | 4 qtrssince 2019-Q1 | Decreased 0 |
WALT DISNEY CO/THE | 948,902 | $137.2M | 1.9% | $111.86 | +25.57% | 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 Rating: 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
Top Winners
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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