LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Institutional investor · Portfolio as of Q4 2024
Top Holdings560 positions
Microsoft Corp | 1.9M | $830.1M | 7.1% | $118.31 | +251.43% | 24 qtrssince 2019-Q1 | Decreased 0 |
Mastercard Inc | 1.5M | $804M | 6.9% | $226.31 | +130.22% | 24 qtrssince 2019-Q1 | Decreased 0 |
Fiserv Inc | 2.8M | $603M | 5.2% | $90.55 | +126.86% | 24 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc | 3.1M | $586.6M | 5.0% | $64.59 | +191.36% | 24 qtrssince 2019-Q1 | Decreased 0 |
Intuit Inc | 931,628 | $565.1M | 4.9% | $251.06 | +146.38% | 24 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com Inc | 2.2M | $519.5M | 4.5% | $109.43 | +100.49% | 24 qtrssince 2019-Q1 | Decreased 0 |
Stryker Corp | 1.2M | $471.5M | 4.1% | $183.46 | +92.80% | 24 qtrssince 2019-Q1 | Decreased 0 |
Danaher Corp | 1.7M | $419.2M | 3.6% | $113.37 | +100.02% | 24 qtrssince 2019-Q1 | Decreased 0 |
Apple Inc | 1.5M | $345.2M | 3.0% | $45.42 | +447.34% | 24 qtrssince 2019-Q1 | Decreased 0 |
ServiceNow Inc | 299,572 | $341.7M | 2.9% | $100.12 | +111.77% | 24 qtrssince 2019-Q1 | Decreased 0 |
Thermo Fisher Scientific Inc | 522,770 | $305.1M | 2.6% | $406.95 | +27.03% | 24 qtrssince 2019-Q1 | Decreased 0 |
TJX Cos Inc/The | 2.4M | $295.4M | 2.5% | $48.17 | +145.47% | 24 qtrssince 2019-Q1 | Decreased 0 |
American Tower Corp | 1.4M | $269.8M | 2.3% | $164.84 | +6.62% | 24 qtrssince 2019-Q1 | Decreased 0 |
Adobe Systems Inc | 587,211 | $257.5M | 2.2% | $323.24 | +37.57% | 24 qtrssince 2019-Q1 | Increased 53 |
Costco Wholesale Corp | 245,784 | $237.2M | 2.0% | $360.34 | +151.85% | 24 qtrssince 2019-Q1 | Decreased 0 |
Abbott Laboratories | 1.7M | $223.1M | 1.9% | $70.37 | +54.87% | 24 qtrssince 2019-Q1 | Decreased 0 |
NXP Semiconductors NV | 964,163 | $207.4M | 1.8% | $88.96 | +126.37% | 24 qtrssince 2019-Q1 | Decreased 0 |
Paycom Software Inc | 970,257 | $206.6M | 1.8% | $193.64 | +4.36% | 24 qtrssince 2019-Q1 | Decreased 0 |
Automatic Data Processing Inc | 646,460 | $194M | 1.7% | $135.45 | +106.80% | 24 qtrssince 2019-Q1 | Decreased 0 |
Visa Inc | 572,070 | $191.4M | 1.6% | $149.14 | +109.16% | 24 qtrssince 2019-Q1 | Decreased 0 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA manages $11.6B across 560 positions as of Q4 2024. Top holdings: MSFT (7.1%), MA (6.9%), FISV (5.2%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 16 new positions, 27 exits, 43 increased. Top move: ADBE (INCREASED, conviction 53). Portfolio: $11.6B across 560 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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