LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Institutional investor · Portfolio as of Q4 2022
Top Holdings575 positions
MasterCard Incorporated | 1.7M | $579.5M | 7.2% | $226.03 | +50.43% | 16 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp. | 2M | $490.9M | 6.1% | $113.02 | +105.93% | 16 qtrssince 2019-Q1 | Decreased 0 |
Danaher Corporation | 1.7M | $459.1M | 5.7% | $112.96 | +103.97% | 16 qtrssince 2019-Q1 | Decreased 0 |
INTUIT | 989,062 | $385M | 4.8% | $250.96 | +50.63% | 16 qtrssince 2019-Q1 | Decreased 0 |
Stryker Corporation | 1.4M | $330.3M | 4.1% | $183.46 | +28.34% | 16 qtrssince 2019-Q1 | Decreased 0 |
American Tower Corporation | 1.5M | $315M | 3.9% | $164.71 | +16.24% | 16 qtrssince 2019-Q1 | Decreased 0 |
FISERV INC | 3M | $304.3M | 3.8% | $90.39 | +11.82% | 16 qtrssince 2019-Q1 | Increased 57 |
Thermo Fisher Scientific Inc | 519,094 | $285.9M | 3.5% | $403.26 | +34.97% | 16 qtrssince 2019-Q1 | Increased 57 |
Alphabet Inc. | 3.1M | $269.9M | 3.3% | $61.56 | +41.97% | 16 qtrssince 2019-Q1 | Increased 57 |
Apple Inc. | 1.7M | $218M | 2.7% | $45.22 | +182.27% | 16 qtrssince 2019-Q1 | Decreased 0 |
The 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% | $184.23 | +63.93% | 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 RY CO | 1.5M | $176.3M | 2.2% | $78.26 | +40.65% | 16 qtrssince 2019-Q1 | Increased 52 |
Amazon.com, Inc. | 2.1M | $174.3M | 2.2% | $104.45 | -19.58% | 16 qtrssince 2019-Q1 | Increased 52 |
NXP Semiconductors NV | 1M | $165.4M | 2.0% | $88.73 | +66.19% | 16 qtrssince 2019-Q1 | Decreased 0 |
Automatic Data Processing, Inc. | 686,564 | $164M | 2.0% | $135.45 | +61.45% | 16 qtrssince 2019-Q1 | Decreased 0 |
Visa Inc | 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 Score: 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
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR