LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Institutional investor · Portfolio as of Q4 2022
Top Holdings575 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MASTERCARD INC - A | 1.7M | $579.5M | 7.2% | $226.80 | +50.43% | 16 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 2M | $490.9M | 6.1% | $113.69 | +106.02% | 16 qtrssince 2019-Q1 | Decreased 0 |
DANAHER CORP | 1.7M | $459.1M | 5.7% | $113.64 | +103.97% | 16 qtrssince 2019-Q1 | Decreased 0 |
INTUIT INC | 989,062 | $385M | 4.8% | $252.76 | +50.69% | 16 qtrssince 2019-Q1 | Decreased 0 |
STRYKER CORP | 1.4M | $330.3M | 4.1% | $184.95 | +28.40% | 16 qtrssince 2019-Q1 | Decreased 0 |
AMERICAN TOWER CORP | 1.5M | $315M | 3.9% | $164.71 | +16.24% | 16 qtrssince 2019-Q1 | Decreased 0 |
FISERV INC | 3M | $304.3M | 3.8% | $90.49 | +11.69% | 16 qtrssince 2019-Q1 | Increased 57 |
THERMO FISHER SCIENTIFIC INC | 519,094 | $285.9M | 3.5% | $404.76 | +34.85% | 16 qtrssince 2019-Q1 | Increased 57 |
ALPHABET INC-CL A | 3.1M | $269.9M | 3.3% | $94.89 | -7.71% | 16 qtrssince 2019-Q1 | Increased 57 |
APPLE INC | 1.7M | $218M | 2.7% | $95.33 | +33.91% | 16 qtrssince 2019-Q1 | Decreased 0 |
TJX COMPANIES INC | 2.7M | $216.6M | 2.7% | $48.17 | +57.08% | 16 qtrssince 2019-Q1 | Decreased 0 |
PAYCOM SOFTWARE INC | 697,517 | $216.4M | 2.7% | $185.51 | +63.95% | 16 qtrssince 2019-Q1 | Decreased 0 |
ABBOTT LABORATORIES | 1.8M | $196.2M | 2.4% | $70.37 | +44.49% | 16 qtrssince 2019-Q1 | Decreased 0 |
ADOBE INC | 576,879 | $194.1M | 2.4% | $316.14 | +6.45% | 16 qtrssince 2019-Q1 | Increased 53 |
EOG RESOURCES INC | 1.4M | $176.7M | 2.2% | $66.35 | +70.49% | 16 qtrssince 2019-Q1 | Decreased 0 |
CANADIAN NATL RAILWAY CO | 1.5M | $176.3M | 2.2% | $78.68 | +40.65% | 16 qtrssince 2019-Q1 | Increased 52 |
AMAZON.COM INC | 2.1M | $174.3M | 2.2% | $108.67 | -22.70% | 16 qtrssince 2019-Q1 | Increased 52 |
NXP SEMICONDUCTORS NV | 1M | $165.4M | 2.0% | $89.88 | +66.21% | 16 qtrssince 2019-Q1 | Decreased 0 |
AUTOMATIC DATA PROCESSING | 686,564 | $164M | 2.0% | $138.45 | +61.49% | 16 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 645,125 | $134M | 1.7% | $149.14 | +35.38% | 16 qtrssince 2019-Q1 | Decreased 0 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA manages $8.1B across 575 positions as of Q4 2022. Top holdings: MA (7.2%), MSFT (6.1%), DHR (5.7%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 7 new positions, 43 exits, 56 increased. Top move: FISV (INCREASED, conviction 57). Portfolio: $8.1B across 575 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