LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Institutional investor · Portfolio as of Q4 2021
Top Holdings728 positions
MICROSOFT CORP | 2.1M | $706M | 6.5% | $113.02 | +186.11% | 12 qtrssince 2019-Q1 | Decreased 0 |
INTUIT | 1M | $654.3M | 6.0% | $250.96 | +147.43% | 12 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INCORPORATED | 1.7M | $612.4M | 5.6% | $226.03 | +54.53% | 12 qtrssince 2019-Q1 | Increased 61 |
DANAHER CORP DEL | 1.8M | $587.5M | 5.4% | $112.96 | +151.88% | 12 qtrssince 2019-Q1 | Decreased 0 |
AMERICAN TOWER CORP | 1.5M | $442.7M | 4.1% | $164.71 | +55.64% | 12 qtrssince 2019-Q1 | Increased 57 |
ALPHABET INC | 149,346 | $432.7M | 4.0% | $60.45 | +137.35% | 12 qtrssince 2019-Q1 | Increased 57 |
STRYKER CORPORATION | 1.4M | $363.8M | 3.3% | $183.44 | +38.65% | 12 qtrssince 2019-Q1 | Increased 58 |
THERMO FISHER SCIENTIFIC INC | 496,310 | $331.2M | 3.0% | $397.21 | +65.66% | 12 qtrssince 2019-Q1 | Increased 59 |
APPLE INC | 1.8M | $324.3M | 3.0% | $45.22 | +283.54% | 12 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 96,655 | $322.3M | 3.0% | $101.37 | +64.46% | 12 qtrssince 2019-Q1 | Increased 54 |
FISERV INC | 3.1M | $318.5M | 2.9% | $90.28 | +14.96% | 12 qtrssince 2019-Q1 | Decreased 0 |
ADOBE INC | 556,416 | $315.5M | 2.9% | $314.00 | +80.60% | 12 qtrssince 2019-Q1 | Increased 53 |
PAYCOM SOFTWARE INC | 720,886 | $299.3M | 2.7% | $184.23 | +119.33% | 12 qtrssince 2019-Q1 | Decreased 0 |
ABBOTT LABORATORIES | 1.8M | $257.9M | 2.4% | $70.37 | +82.17% | 12 qtrssince 2019-Q1 | Decreased 0 |
NXP SEMICONDUCTORS N V | 1M | $235.1M | 2.2% | $87.32 | +138.57% | 12 qtrssince 2019-Q1 | Increased 53 |
SERVICENOW INC | 358,014 | $232.4M | 2.1% | $99.50 | +30.47% | 12 qtrssince 2019-Q1 | Increased 54 |
TJX COS INC NEW | 2.9M | $223.5M | 2.0% | $48.17 | +47.17% | 12 qtrssince 2019-Q1 | Decreased 0 |
PAYPAL HLDGS INC | 1M | $188.9M | 1.7% | $211.59 | -11.86% | 12 qtrssince 2019-Q1 | Increased 56 |
AUTOMATIC DATA PROCESSING IN | 732,262 | $180.6M | 1.7% | $135.45 | +63.55% | 12 qtrssince 2019-Q1 | Decreased 0 |
CANADIAN NATL RAILWAY CO | 1.5M | $178.5M | 1.6% | $77.59 | +43.88% | 12 qtrssince 2019-Q1 | Decreased 0 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA manages $10.9B across 728 positions as of Q4 2021. Top holdings: MSFT (6.5%), INTU (6.0%), MA (5.6%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 42 new positions, 67 exits, 122 increased. Top move: MA (INCREASED, conviction 61). Portfolio: $10.9B across 728 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