Equal-WT
WhaleScore 2.0
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Loring Wolcott & Coolidge Fiduciary Advisors LLP is based out of Boston. Loring Wolcott & Coolidge Fiduciary Advisors LLP is a large advisory firm with 3285 clients and discretionary assets under management (AUM) of $9,624,263,209 (Form ADV from 2023-11-02). Their last reported 13F filing for Q4 2023 included $10,094,342,616 in managed 13F securities
and a top 10 holdings concentration of 46.75%. Loring Wolcott & Coolidge Fiduciary Advisors LLP's largest holding is Microsoft Corp. with shares held of 1,942,435. Whalewisdom has at least 97 13F filings
2023-12-31
Top Buys (13F)
| Name | % Change |
|---|---|
| REGN Regeneron Pharmaceut | 0.17% |
| NVDA NVIDIA Corp. | 0.15% |
| PAYC Paycom Software Inc | 0.15% |
| WEX WEX, Inc. | 0.13% |
| VEEV Veeva Systems Inc | 0.1% |
2023-12-31
Top Sells (13F)
| Name | % Change |
|---|---|
| AAPL Apple Inc | 0.37% |
| TTD The Trade Desk Inc C | 0.25% |
| AMT American Tower Corp. | 0.2% |
| EW Edwards Lifesciences | 0.2% |
| NKE NIKE Inc. | 0.2% |
2023-12-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| MSFT Microsoft Corp. | 7.65% |
| MA Mastercard Inc | 6.9% |
| INTU Intuit, Inc. | 6.05% |
| GOOGL Alphabet Inc. Class | 4.19% |
| FI Fiserv, Inc. | 4.19% |
2023-12-31
13F Activity
| Market Value | $10.1b, Prior: $8.93b |
| New Purchases | 9 stocks |
| Added To | 46 stocks |
| Sold out of | 62 stocks |
| Reduced holdings in | 197 stocks |
| Top 10 Holdings % | 46.75% |
| Turnover %[1] | 12.82% |
| Turnover Alt %[2] | 0.59% |
| Time Held Top 20 | 26.55 quarters |
| Time Held Top 10 | 26.3 quarters |
| Time Held All | 35.92 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31