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 663
New Positions 34
Increased Positions 138
Decreased Positions 185
Positions with Activity 323
Sold Out Positions 38
Total Mkt Value (in $ millions) 3,961

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

Sector Weighting

Basic Materials 3.41%
Capital Goods 4.72%
Conglomerates 0%
Consumer Cyclical 2.63%
Consumer/Non-Cyclical 15.59%
Energy 5.45%
Financial 9.27%
Healthcare 13.16%
Services 18.59%
Technology 22.96%
Transportation 3.52%
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 1,713 1,713 New 7,784
IHS INC CL A 1,032 1,032 New 8,040
PRICE T ROWE GROUP INC COM 766 766 New 9,900
OLD NATL BANCORP IND COM 598 598 New 41,785
ISHARES MSCI HONG KG ETF 435 435 New 19,000
EQUINIX INC COM PAR $0.001 422 422 New 1,653
HENRY JACK & ASSOC INC COM 415 415 New 6,320
ALLIANCE DATA SYSTEMS CORP COM 370 370 New 1,250
COHEN & STEERS INFRASTRUCTURE COM 369 369 New 17,500
ISHARES INTL DEVPPTY ETF 336 336 New 9,000
C H ROBINSON WORLDWIDE INC COM NEW 328 328 New 5,200
FRANKS INTL N V COM 242 242 New 13,000
LKQ CORP COM 213 213 New 7,000
PROSHARES TR PSHS SHRT S&P500 181 181 New 8,550
ISHARES TR RUS MD CP GR ETF 165 165 New 1,700
CONSOL ENERGY INC COM 83 83 New 3,825
ROYAL BK CDA MONTREAL QUE COM 67 67 New 1,100
TEMPLETON GLOBAL INCOME FD COM 60 60 New 8,458
NATURAL GROCERS BY VITAMIN COT COM 45 45 New 1,850
POWERSHARES GLOBAL ETF TRUST SOVEREIGN DEBT 42 42 New 1,512