LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA Information

230 CONGRESS STREET, BOSTON, Massachusetts, 02110, (617) 523-6531

Report Date: 03/31/2015

Position Statistics

Total Positions 658
New Positions 34
Increased Positions 138
Decreased Positions 183
Positions with Activity 321
Sold Out Positions 38
Total Mkt Value (in $ millions) 4,029

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 3.5%
Capital Goods 4.8%
Conglomerates 0%
Consumer Cyclical 2.59%
Consumer/Non-Cyclical 15.49%
Energy 5.55%
Financial 9.07%
Healthcare 12.98%
Services 18.37%
Technology 23.43%
Transportation 3.51%
Utilities 0.35%

34 New Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ILLUMINA INC COM 1,599 1,599 New 7,784
IHS INC CL A 991 991 New 8,040
PRICE T ROWE GROUP INC COM 800 800 New 9,900
OLD NATL BANCORP IND COM 566 566 New 41,785
ISHARES MSCI HONG KG ETF 450 450 New 19,000
EQUINIX INC COM PAR $0.001 447 447 New 1,653
HENRY JACK & ASSOC INC COM 411 411 New 6,320
COHEN & STEERS INFRASTRUCTURE COM 396 396 New 17,500
ALLIANCE DATA SYSTEMS CORP COM 371 371 New 1,250
ISHARES INTL DEVPPTY ETF 348 348 New 9,000
C H ROBINSON WORLDWIDE INC COM NEW 323 323 New 5,200
FRANKS INTL N V COM 263 263 New 13,000
LKQ CORP COM 202 202 New 7,000
PROSHARES TR PSHS SHRT S&P500 179 179 New 8,550
ISHARES TR RUS MD CP GR ETF 168 168 New 1,700
CONSOL ENERGY INC COM 106 106 New 3,825
ROYAL BK CDA MONTREAL QUE COM 69 69 New 1,100
TEMPLETON GLOBAL INCOME FD COM 61 61 New 8,458
NATURAL GROCERS BY VITAMIN COT COM 46 46 New 1,850
POWERSHARES GLOBAL ETF TRUST SOVEREIGN DEBT 43 43 New 1,512


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