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Home > Institutional Investor > Loring Wolcott & Coolidge Fiduciary Advisors Llp > Profile

Instuitional Investor - Loring Wolcott & Coolidge Fiduciary Advisors Llp

Fund Profile
Filing Period:
Fund Name: Loring Wolcott & Coolidge Fiduciary Advisors Llp
Portfolio Value $10,094,342,616
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 1,942,435 $772,273,264 7.65%
2.
Mastercard Inc
 MA 1,551,162 $696,828,544 6.9%
3.
Intuit Inc.
 INTU 966,928 $610,451,232 6.04%
4.
Alphabet Inc.
 GOOG 3,021,765 $423,349,521 4.19%
5.
Fiserv Inc
 FI 2,980,782 $422,883,630 4.18%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)