LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Institutional investor · Portfolio as of Q4 2023
Top Holdings554 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.9M | $772.3M | 7.7% | $113.69 | +225.91% | 20 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 1.6M | $696.8M | 6.9% | $226.80 | +85.63% | 20 qtrssince 2019-Q1 | Decreased 0 |
INTUIT INC | 966,928 | $610.5M | 6.0% | $252.86 | +143.65% | 20 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 3M | $423.3M | 4.2% | $94.97 | +45.99% | 20 qtrssince 2019-Q1 | Decreased 0 |
FISERV INC | 3M | $422.9M | 4.2% | $90.64 | +46.55% | 20 qtrssince 2019-Q1 | Decreased 0 |
STRYKER CORP | 1.2M | $416M | 4.1% | $184.95 | +58.96% | 20 qtrssince 2019-Q1 | Decreased 0 |
DANAHER CORP | 1.7M | $406.3M | 4.0% | $113.68 | +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% | $108.66 | +39.83% | 20 qtrssince 2019-Q1 | Increased 57 |
APPLE INC | 1.6M | $290.6M | 2.9% | $95.33 | +99.54% | 20 qtrssince 2019-Q1 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 534,921 | $288.3M | 2.9% | $408.07 | +29.26% | 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% | $99.20 | +42.44% | 20 qtrssince 2019-Q1 | Decreased 0 |
NXP SEMICONDUCTORS NV | 1M | $215.4M | 2.1% | $90.10 | +146.03% | 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 NATL RAILWAY CO | 1.5M | $182.6M | 1.8% | $78.86 | +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% | $200.16 | +1.72% | 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 Rating: 3/5.0.
Active quarter - 11 new positions, 64 exits, 46 increased. Top move: AMZN (INCREASED, conviction 57). Portfolio: $10.1B across 554 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