LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Institutional investor · Portfolio as of Q4 2023
Top Holdings554 positions
Microsoft Corp. | 1.9M | $772.3M | 7.7% | $113.02 | +225.76% | 20 qtrssince 2019-Q1 | Decreased 0 |
MasterCard Inc | 1.6M | $696.8M | 6.9% | $226.03 | +85.63% | 20 qtrssince 2019-Q1 | Decreased 0 |
Intuit Inc | 966,928 | $610.5M | 6.0% | $251.06 | +143.56% | 20 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc | 3M | $423.3M | 4.2% | $61.78 | +123.99% | 20 qtrssince 2019-Q1 | Decreased 0 |
Fiserv Inc | 3M | $422.9M | 4.2% | $90.55 | +46.70% | 20 qtrssince 2019-Q1 | Decreased 0 |
Stryker Corp | 1.2M | $416M | 4.1% | $183.46 | +58.89% | 20 qtrssince 2019-Q1 | Decreased 0 |
Danaher Corp | 1.7M | $406.3M | 4.0% | $113.00 | +101.37% | 20 qtrssince 2019-Q1 | Decreased 0 |
Adobe Inc | 570,075 | $352.2M | 3.5% | $317.48 | +87.92% | 20 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com Inc | 2.1M | $327.9M | 3.2% | $104.55 | +45.32% | 20 qtrssince 2019-Q1 | Increased 57 |
Apple Inc | 1.6M | $290.6M | 2.9% | $45.22 | +320.61% | 20 qtrssince 2019-Q1 | Decreased 0 |
Thermo Fisher Scientific Inc | 534,921 | $288.3M | 2.9% | $406.71 | +29.34% | 20 qtrssince 2019-Q1 | Decreased 0 |
AMERICAN TOWER CORP | 1.5M | $288.2M | 2.9% | $164.84 | +22.38% | 20 qtrssince 2019-Q1 | Decreased 0 |
TJX Companies Inc. | 2.5M | $240.3M | 2.4% | $48.17 | +88.01% | 20 qtrssince 2019-Q1 | Decreased 0 |
ServiceNow Inc | 307,684 | $235.5M | 2.3% | $99.52 | +41.98% | 20 qtrssince 2019-Q1 | Decreased 0 |
NXP SEMICONDUCTORS N V | 1M | $215.4M | 2.1% | $88.96 | +145.97% | 20 qtrssince 2019-Q1 | Decreased 0 |
Abbott Laboratories | 1.8M | $198.9M | 2.0% | $70.37 | +47.76% | 20 qtrssince 2019-Q1 | Decreased 0 |
Canadian National Railway Co | 1.5M | $182.6M | 1.8% | $78.44 | +51.33% | 20 qtrssince 2019-Q1 | Decreased 0 |
WEX INC | 866,363 | $177.1M | 1.8% | $179.39 | +8.45% | 20 qtrssince 2019-Q1 | Increased 49 |
Costco Wholesale Corp | 254,747 | $177M | 1.8% | $360.34 | +80.38% | 20 qtrssince 2019-Q1 | Decreased 0 |
Paycom Software Inc | 905,783 | $172.3M | 1.7% | $198.93 | +1.62% | 20 qtrssince 2019-Q1 | Increased 51 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA manages $10.1B across 554 positions as of Q4 2023. Top holdings: MSFT (7.7%), MA (6.9%), INTU (6.0%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 12 new positions, 65 exits, 46 increased. Top move: AMZN (INCREASED, conviction 57). Portfolio: $10.1B across 554 positions.
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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
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