|
⚲
|
| Loring Wolcott & Coolidge Fiduciary Advisors LLP
✚
| |
|---|---|
| CRD # | 107153 |
| SEC # | 801-46976 |
| CIK # | 0000932974 |
| AUM | $11.6 BB (2024-03-28) |
| Employees | 104 (12% Investors, 0% Brokers) |
| Phone | 617-523-6531 |
| Address | 230 Congress Street Boston, MA 02110-2437 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| CIK | Period |
|---|---|
| 0000932974 | |
| / | |
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| Microsoft Corp | 1,918.2 | 0.9 | |
| Mastercard Inc | 309.6 | 0.7 | |
| Intuit Inc | 109.0 | 0.6 | |
| Alphabet Inc | 1,475.1 | 0.6 | |
| Fiserv Inc | 0.5 | ||
| Danaher Corp /DE/ | 183.1 | 0.4 | |
| Amazon Com Inc | 1,093.0 | 0.4 | |
| Stryker Corp | 74.8 | 0.4 | |
| Apple Inc | 2,382.8 | 0.4 | |
| Adobe Systems Inc | 172.8 | 0.3 | |
| American Tower Corp /MA/ | 117.7 | 0.3 | |
| Thermo Fisher Scientific Inc | 209.7 | 0.3 | |
| NXP Semiconductors NV | 40.5 | 0.3 | |
| TJX Companies Inc /DE/ | 67.3 | 0.3 | |
| ServiceNow Inc | 94.9 | 0.2 | |
| Costco Wholesale Corp /NEW | 207.6 | 0.2 | |
| EOG Resources Inc | 69.3 | 0.2 | |
| Canadian National Railway Co | 76.7 | 0.2 | |
| Abbott Laboratories | 187.3 | 0.2 | |
| Wright Express Corp | 7.1 | 0.2 | |
| Paycom Software Inc | 17.3 | 0.2 | |
| Automatic Data Processing Inc | 89.4 | 0.2 | |
| VISA Inc | 419.3 | 0.2 | |
| Nvidia Corp | 399.6 | 0.2 | |
| Trade Desk Inc | 21.5 | 0.1 | |
| Roper Industries Inc | 41.5 | 0.1 | |
| Church & Dwight Co Inc /DE/ | 22.1 | 0.1 | |
| Salesforce Com Inc | 170.6 | 0.1 | |
| Regeneron Pharmaceuticals Inc | 65.3 | 0.1 | |
| Facebook Inc | 434.9 | 0.1 | |
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 3,312 | 10.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 0.0 |
| (h) Charitable organizations | 49 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 28 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 3,392 | 11.6 |
| By Discretionary | ||
| Discretionary | 3,381 | 11.5 |
| Non-Discretionary | 11 | 0.1 |
| Total | 3,392 | 11.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 11.4 | |
| Total | 3,392 | 11.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000932974] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Westwood Management Corp
✚
|
TX | 11.9 |
|
Cooke & Bieler LP
✚
|
PA | 11.8 |
|
Polaris Capital Management LLC
✚
|
MA | 11.8 |
|
Fondsmaeglerselskabet MAJ Invest A/S
✚
|
11.7 | |
|
Guideline Inc
✚
|
CA | 11.7 |
|
McQueen Financial Advisors II Inc
✚
|
MI | 11.6 |
|
Cavanal Hill Investment Management Inc
✚
|
OK | 11.6 |
|
Sammons Financial Group Asset Management LLC
✚
|
IA | 11.4 |
|
Tidal Investments LLC
✚
|
WI | 11.3 |
|
Security Investors LLC
✚
|
NY | 11.3 |