LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Institutional investor · Portfolio as of Q4 2020
Top Holdings785 positions
MASTERCARD INCORPORATED | 1.8M | $635.9M | 7.1% | $225.69 | +52.99% | 8 qtrssince 2019-Q1 | Increased 61 |
MICROSOFT CORP | 2.1M | $475.8M | 5.3% | $113.02 | +87.64% | 8 qtrssince 2019-Q1 | Increased 62 |
DANAHER CORPORATION | 1.8M | $402.5M | 4.5% | $112.96 | +69.54% | 8 qtrssince 2019-Q1 | Decreased 0 |
INTUIT | 1M | $390.8M | 4.4% | $249.89 | +45.94% | 8 qtrssince 2019-Q1 | Increased 58 |
PAYCOM SOFTWARE INC | 824,729 | $373M | 4.2% | $184.23 | +138.91% | 8 qtrssince 2019-Q1 | Decreased 0 |
FISERV INC | 3.1M | $350.4M | 3.9% | $90.00 | +26.51% | 8 qtrssince 2019-Q1 | Increased 58 |
AMERICAN TOWER CORP NEW | 1.5M | $340.3M | 3.8% | $164.32 | +15.79% | 8 qtrssince 2019-Q1 | Increased 57 |
STRYKER CORPORATION | 1.3M | $328.3M | 3.7% | $182.13 | +26.69% | 8 qtrssince 2019-Q1 | Increased 57 |
AMAZON COM INC | 87,382 | $284.6M | 3.2% | $94.58 | +72.18% | 8 qtrssince 2019-Q1 | Increased 57 |
TJX COS INC NEW | 3.8M | $260.8M | 2.9% | $48.17 | +30.44% | 8 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 146,656 | $257M | 2.9% | $59.25 | +46.51% | 8 qtrssince 2019-Q1 | Increased 53 |
APPLE INC | 1.9M | $255.2M | 2.9% | $45.22 | +184.85% | 8 qtrssince 2019-Q1 | Decreased 0 |
ADOBE SYSTEMS INCORPORATED | 509,099 | $254.6M | 2.9% | $296.15 | +68.87% | 8 qtrssince 2019-Q1 | Increased 54 |
ABBOTT LABS | 1.8M | $200.2M | 2.2% | $69.82 | +40.66% | 8 qtrssince 2019-Q1 | Increased 52 |
AUTOMATIC DATA PROCESSING IN | 1M | $181.3M | 2.0% | $135.45 | +14.69% | 8 qtrssince 2019-Q1 | Decreased 0 |
CANADIAN NATL RY CO | 1.6M | $178.8M | 2.0% | $77.51 | +26.69% | 8 qtrssince 2019-Q1 | Decreased 0 |
BECTON DICKINSON & CO | 675,828 | $169.1M | 1.9% | $169.85 | +2.26% | 8 qtrssince 2019-Q1 | Decreased 0 |
NXP SEMICONDUCTORS N V | 996,907 | $158.5M | 1.8% | $82.95 | +73.39% | 8 qtrssince 2019-Q1 | Increased 51 |
CHURCH & DWIGHT CO INC | 1.8M | $154.4M | 1.7% | $65.12 | +25.07% | 8 qtrssince 2019-Q1 | Decreased 0 |
STARBUCKS CORP | 1.4M | $147.7M | 1.7% | $63.07 | +48.85% | 8 qtrssince 2019-Q1 | Decreased 0 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA manages $8.9B across 785 positions as of Q4 2020. Top holdings: MA (7.1%), MSFT (5.3%), DHR (4.5%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 214 new positions, 25 exits, 180 increased. Top move: MSFT (INCREASED, conviction 62). Portfolio: $8.9B across 785 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