LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

Q4 2020 13F-HR Detailed Holdings

Location
Boston, MA
Holdings as of
12/31/2020
Date filed
1/14/2021
Form type
13F-HR
Num holdings
885
Total value ($000)
$8,933,227
Net value change ($000)
+965,726 (12.1%)
New positions
213
Sold out positions
19
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)

Holdings broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 10/15/2020 Next filing: 4/14/2021 SEC filing
You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

Snapshot: Change Analysis

Compared to Q3 2020
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
PAYC 111,166 42.5%
INTU 61,470 18.7%
SYK 51,966 18.8%
PYPL 50,362 120.9%
DIS 47,983 49.3%
TTD 46,813 54.2%
GOOGL 43,132 20.2%
NXPI 40,725 34.6%
FISV 37,247 11.9%
TJX 36,510 16.3%
Top Reduces (Value $000, Stocks/ETFs)
AMT -22,839 -6.3%
CRM -18,933 -11.6%
CHD -12,839 -7.7%
Unilever PLC -4,650 -4.2%
FTV -2,539 -21.9%
IWB -2,475 -100.0%
HD -2,317 -3.2%
AMGN -1,962 -9.6%
JKHY -1,815 -7.6%
PG -1,369 -2.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
400 Page Arthur B 028-16092
428 Moreno Evelyn V 028-15768