Loring Wolcott & Coolidge Fiduciary Advisors LLP/Ma Top Holdings and 13F Report (2023)

About Loring Wolcott & Coolidge Fiduciary Advisors LLP/Ma

Investment Activity

Loring Wolcott & Coolidge Fiduciary Advisors LLP/Ma has $11.20 billion in total holdings as of March 31, 2023.
Loring Wolcott & Coolidge Fiduciary Advisors LLP/Ma owns shares of 571 different stocks, but just 31 companies or ETFs make up 80% of its holdings.
Approximately 4.81% of the portfolio was purchased this quarter.
About 2.09% of the portfolio was sold this quarter.
This quarter, Loring Wolcott & Coolidge Fiduciary Advisors LLP/Ma has purchased 563 new stocks and bought additional shares in 122 stocks.
Loring Wolcott & Coolidge Fiduciary Advisors LLP/Ma sold shares of 192 stocks and completely divested from 64 stocks this quarter.

Largest Holdings

Microsoft: $817,581,023
Mastercard: $759,039,014
Fiserv: $582,121,255
Intuit: $565,687,448
Alphabet: $500,501,837

Largest New Holdings this Quarter

GoDaddy: $11,490,235 Holding
Interactive Brokers Group: $9,370,686 Holding
United Rentals: $5,778,230 Holding
Zebra Technologies: $4,892,382 Holding
Perrigo: $777,480 Holding

Largest Purchases this Quarter

NVIDIA: 1,162,599 shares (about $163.24M)
Synopsys: 151,327 shares (about $74.94M)
Veeva Systems: 247,357 shares (about $52.59M)
Amazon.com: 130,744 shares (about $24.37M)
Regeneron Pharmaceuticals: 22,207 shares (about $20.63M)

Largest Sales this Quarter

Salesforce: 130,861 shares (about $37.53M)
HDFC Bank: 172,233 shares (about $11.06M)
Stryker: 30,693 shares (about $11.05M)
Mastercard: 21,275 shares (about $10.86M)
Intuit: 15,931 shares (about $9.62M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$817,581,023	$2,690,664 ▲	0.3%	1,924,943	7.3%	Computer and Technology
MA Mastercard	$759,039,014	$10,863,445 ▼	-1.4%	1,486,504	6.8%	Business Services
FI Fiserv	$582,121,255	$9,498,727 ▼	-1.6%	2,863,501	5.2%	Business Services
INTU Intuit	$565,687,448	$9,622,012 ▼	-1.7%	936,599	5.0%	Computer and Technology
GOOGL Alphabet	$500,501,837	$13,681,828 ▲	2.8%	3,075,846	4.5%	Computer and Technology
SYK Stryker	$426,909,744	$11,046,428 ▼	-2.5%	1,186,188	3.8%	Medical
DHR Danaher	$416,588,199	$426,560 ▲	0.1%	1,679,791	3.7%	Multi-Sector Conglomerates
AMZN Amazon.com	$413,197,646	$24,368,072 ▲	6.3%	2,216,963	3.7%	Retail/Wholesale
AAPL Apple	$351,516,845	$8,314,815 ▼	-2.3%	1,524,556	3.1%	Computer and Technology
AMT American Tower	$323,039,333	$6,879,590 ▼	-2.1%	1,429,816	2.9%	Finance
TMO Thermo Fisher Scientific	$292,838,960	$1,198,366 ▼	-0.4%	525,385	2.6%	Medical
NOW ServiceNow	$289,613,303	$1,869,146 ▲	0.6%	302,761	2.6%	Computer and Technology
ADBE Adobe	$282,352,513	$5,623,003 ▲	2.0%	584,740	2.5%	Computer and Technology
TJX TJX Companies	$273,203,759	$7,852,846 ▼	-2.8%	2,392,328	2.4%	Retail/Wholesale
NXPI NXP Semiconductors	$231,450,843	$8,010,674 ▼	-3.3%	968,169	2.1%	Computer and Technology
COST Costco Wholesale	$222,230,252	$4,834,297 ▼	-2.1%	248,741	2.0%	Retail/Wholesale
ABT Abbott Laboratories	$201,588,611	$1,864,176 ▼	-0.9%	1,729,778	1.8%	Medical
ADP Automatic Data Processing	$188,077,895	$2,400,821 ▼	-1.3%	649,822	1.7%	Business Services
EOG EOG Resources	$182,621,182	$3,114,356 ▼	-1.7%	1,467,546	1.6%	Oils/Energy
NVDA NVIDIA	$180,428,495	$163,240,617 ▲	949.7%	1,285,011	1.6%	Computer and Technology
WEX WEX	$164,826,218	$7,955,406 ▲	5.1%	909,989	1.5%	Business Services
V Visa	$163,298,074	$4,318,537 ▼	-2.6%	576,577	1.5%	Business Services
PAYC Paycom Software	$162,268,673	$879,086 ▲	0.5%	982,377	1.4%	Computer and Technology
CNI Canadian National Railway	$162,146,919	$808,764 ▼	-0.5%	1,463,156	1.4%	Transportation
TTD Trade Desk	$158,266,032	$6,755,233 ▼	-4.1%	1,338,854	1.4%	Computer and Technology
CHD Church & Dwight	$134,618,767	$5,117,667 ▼	-3.7%	1,311,816	1.2%	Consumer Staples
ROP Roper Technologies	$128,572,305	$574,083 ▼	-0.4%	237,175	1.1%	Computer and Technology
META Meta Platforms	$125,286,353	$1,559,692 ▼	-1.2%	220,660	1.1%	Computer and Technology
PH Parker-Hannifin	$118,591,992	$937,456 ▼	-0.8%	190,009	1.1%	Industrial Products
VEEV Veeva Systems	$102,942,785	$52,590,572 ▲	104.4%	484,186	0.9%	Computer and Technology
HD Home Depot	$102,498,136	$1,648,974 ▲	1.6%	254,540	0.9%	Retail/Wholesale
REGN Regeneron Pharmaceuticals	$101,697,203	$20,628,144 ▲	25.4%	109,481	0.9%	Medical
BRK.B Berkshire Hathaway	$99,021,967	$16,299,343 ▲	19.7%	216,314	0.9%	Finance
LOW Lowe's Companies	$94,955,103	$727,788 ▼	-0.8%	349,923	0.8%	Retail/Wholesale
CRM Salesforce	$92,907,935	$37,525,696 ▼	-28.8%	323,992	0.8%	Computer and Technology
SBUX Starbucks	$87,328,919	$2,530,469 ▼	-2.8%	898,907	0.8%	Retail/Wholesale
SNPS Synopsys	$75,413,388	$74,944,880 ▲	15,996.5%	152,273	0.7%	Computer and Technology
PG Procter & Gamble	$71,805,250	$1,327,446 ▼	-1.8%	423,330	0.6%	Consumer Staples
NKE NIKE	$68,515,041	$1,493,461 ▼	-2.1%	866,840	0.6%	Consumer Discretionary
PM Philip Morris International	$66,461,786	$2,034,231 ▼	-3.0%	500,465	0.6%	Consumer Staples
ORLY O'Reilly Automotive	$64,394,073	$70,786 ▼	-0.1%	53,672	0.6%	Retail/Wholesale
IDXX IDEXX Laboratories	$60,981,384	$2,461,706 ▼	-3.9%	134,834	0.5%	Medical
BR Broadridge Financial Solutions	$58,351,782	$1,279,317 ▼	-2.1%	269,200	0.5%	Business Services
UNP Union Pacific	$57,793,026	$673,560 ▼	-1.2%	250,457	0.5%	Transportation
VERALTO CORPORATION	$54,178,377	$3,584,908 ▼	-6.2%	512,131	0.5%	COMMON STOCK
JNJ Johnson & Johnson	$47,414,409	$2,879,775 ▼	-5.7%	289,695	0.4%	Medical
XOM Exxon Mobil	$46,853,038	$559,084 ▼	-1.2%	391,780	0.4%	Oils/Energy
ALGN Align Technology	$44,676,880	$6,143,515 ▼	-12.1%	206,436	0.4%	Medical
MRK Merck & Co., Inc.	$44,021,171	$641,105 ▼	-1.4%	415,764	0.4%	Medical
ADI Analog Devices	$42,209,901	$215,440 ▲	0.5%	183,777	0.4%	Computer and Technology
QCOM QUALCOMM	$41,744,149	$336,032 ▼	-0.8%	248,329	0.4%	Computer and Technology
PEP PepsiCo	$41,450,266	$648,527 ▼	-1.5%	240,766	0.4%	Consumer Staples
ACN Accenture	$37,522,994	$960,839 ▼	-2.5%	103,020	0.3%	Computer and Technology
MCD McDonald's	$36,229,137	$158,330 ▲	0.4%	120,131	0.3%	Retail/Wholesale
ASML ASML	$33,051,221	$924,052 ▼	-2.7%	46,498	0.3%	Computer and Technology
CBT Cabot	$31,613,265	$199,033 ▼	-0.6%	286,378	0.3%	Basic Materials
GOOG Alphabet	$31,343,952	$692,671 ▼	-2.2%	190,506	0.3%	Computer and Technology
ROST Ross Stores	$20,886,885	$707,895 ▼	-3.3%	144,666	0.2%	Retail/Wholesale
AMGN Amgen	$20,543,530	$1,182,259 ▼	-5.4%	65,075	0.2%	Medical
FDS FactSet Research Systems	$20,485,885	$138,360 ▲	0.7%	44,863	0.2%	Business Services
MSCI MSCI	$19,820,875	$178,848 ▼	-0.9%	33,580	0.2%	Computer and Technology
PYPL PayPal	$18,730,212	$6,308,380 ▼	-25.2%	230,129	0.2%	Computer and Technology
JPM JPMorgan Chase & Co.	$18,080,967	$7,121,742 ▲	65.0%	80,367	0.2%	Finance
WSO Watsco	$16,601,849	$206,130 ▼	-1.2%	34,713	0.1%	Construction
HDB HDFC Bank	$14,142,696	$11,064,250 ▼	-43.9%	220,154	0.1%	Finance
ECL Ecolab	$13,756,487	$936,923 ▼	-6.4%	53,665	0.1%	Basic Materials
CL Colgate-Palmolive	$12,415,039	$5,207,925 ▲	72.3%	124,474	0.1%	Consumer Staples
GDDY GoDaddy	$11,490,235	$11,490,235 ▲	New Holding	71,169	0.1%	Computer and Technology
ABBV AbbVie	$11,393,419	$323,543 ▲	2.9%	60,076	0.1%	Medical
ANET Arista Networks	$11,157,949	$10,799,049 ▲	3,008.9%	28,198	0.1%	Computer and Technology
PGR Progressive	$11,074,342	$10,681,325 ▲	2,717.8%	44,859	0.1%	Finance
RTX RTX	$10,906,318	$307,543 ▼	-2.7%	87,132	0.1%	Aerospace
CVX Chevron	$10,775,081	$983,793 ▼	-8.4%	71,619	0.1%	Oils/Energy
CI The Cigna Group	$10,605,666	$10,141,672 ▲	2,185.7%	33,326	0.1%	Medical
TXN Texas Instruments	$9,814,389	$8,932,784 ▲	1,013.2%	47,502	0.1%	Computer and Technology
ITW Illinois Tool Works	$9,503,933	$130,320 ▼	-1.4%	37,193	0.1%	Industrial Products
IBKR Interactive Brokers Group	$9,370,686	$9,370,686 ▲	New Holding	63,230	0.1%	Finance
HASI Hannon Armstrong Sustainable Infrastructure Capital	$8,499,729	$76,816 ▲	0.9%	249,405	0.1%	Finance
KO Coca-Cola	$7,987,975	$175,518 ▲	2.2%	118,692	0.1%	Consumer Staples
COR Cencora	$7,766,630	$7,649,050 ▲	6,505.4%	33,027	0.1%	Medical
WMT Walmart	$7,570,343	$671,960 ▲	9.7%	91,165	0.1%	Retail/Wholesale
BAC Bank of America	$7,551,740	$5,914,534 ▲	361.3%	177,063	0.1%	Finance
GWW W.W. Grainger	$7,338,466	$7,230,245 ▲	6,681.0%	6,781	0.1%	Industrial Products
APD Air Products and Chemicals	$7,195,723	$377,502 ▼	-5.0%	22,340	0.1%	Basic Materials
VTI Vanguard Total Stock Market ETF	$7,173,833	$537,323 ▼	-7.0%	25,100	0.1%	ETF
ROK Rockwell Automation	$6,860,906	$313,453 ▲	4.8%	25,631	0.1%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$6,481,285	$1,510,697 ▼	-18.9%	11,189	0.1%	Finance
CTAS Cintas	$6,481,148	$4,604,415 ▲	245.3%	30,991	0.1%	Industrial Products
LLY Eli Lilly and Company	$6,413,046	$55,262 ▼	-0.9%	7,195	0.1%	Medical
COP ConocoPhillips	$6,094,581	$361,329 ▼	-5.6%	58,394	0.1%	Oils/Energy
ZTS Zoetis	$5,894,597	$158,269 ▲	2.8%	32,477	0.1%	Medical
URI United Rentals	$5,778,230	$5,778,230 ▲	New Holding	7,004	0.1%	Construction
BDX Becton, Dickinson and Company	$5,472,990	$3,013,056 ▲	122.5%	22,936	0.0%	Medical
AMAT Applied Materials	$5,330,772	$5,025,563 ▲	1,646.6%	29,011	0.0%	Computer and Technology
SHW Sherwin-Williams	$5,269,090	$4,422,608 ▲	522.5%	14,572	0.0%	Basic Materials
ZBRA Zebra Technologies	$4,892,382	$4,892,382 ▲	New Holding	13,513	0.0%	Industrial Products
HON Honeywell International	$4,884,375	$101,414 ▼	-2.0%	23,359	0.0%	Multi-Sector Conglomerates
DE Deere & Company	$4,721,143	$8,632 ▼	-0.2%	11,485	0.0%	Industrial Products
NEE NextEra Energy	$4,712,716	$26,582 ▼	-0.6%	56,910	0.0%	Utilities
DIS Walt Disney	$4,502,211	$5,090,829 ▼	-53.1%	47,193	0.0%	Consumer Discretionary

Showing largest 100 holdings. View all holdings.

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Loring Wolcott & Coolidge Fiduciary Advisors LLP/Ma Top Holdings and 13F Report (2023)

About Loring Wolcott & Coolidge Fiduciary Advisors LLP/Ma

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Loring Wolcott & Coolidge Fiduciary Advisors LLP/Ma Top Holdings and 13F Report (2023)

About Loring Wolcott & Coolidge Fiduciary Advisors LLP/Ma

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofLoring Wolcott & Coolidge Fiduciary Advisors LLP/Ma

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

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