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) 4,063

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

Sector Weighting

Basic Materials 3.49%
Capital Goods 4.87%
Conglomerates 0%
Consumer Cyclical 2.6%
Consumer/Non-Cyclical 15.5%
Energy 5.6%
Financial 9.04%
Healthcare 12.93%
Services 18.44%
Technology 23.26%
Transportation 3.57%
Utilities 0.36%

658 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BIOGEN INC COM 3,291 -50 (1.49) 8,254
FIRST REP BK SAN FRANCISCO CAL COM 3,081 73 2.42 50,496
NORFOLK SOUTHERN CORP COM 3,078 2 .06 32,220
ROCKWELL AUTOMATION INC COM 3,053 New 24,396
WAL-MART STORES INC COM 3,024 -204 (6.32) 39,862
PFIZER INC COM 2,895 -20 (0.68) 84,458
ISHARES TR MSCI EAFE ETF 2,819 68 2.47 41,462
AMAZON COM INC COM 2,804 819 41.26 6,556
SPDR S&P 500 ETF TR TR UNIT 2,401 199 9.06 11,271
ENCANA CORP COM 2,358 651 38.11 176,879
VALMONT INDS INC COM 2,269 New 18,002
SCHLUMBERGER LTD COM 2,180 13 .59 23,695
CINTAS CORP COM 2,166 New 25,183
ROCKWELL COLLINS INC COM 2,098 New 21,470
LOWES COS INC COM 1,938 1 .04 27,869
ALNYLAM PHARMACEUTICALS INC COM 1,886 -132 (6.53) 15,110
MEDTRONIC PLC SHS 1,882 -875 (31.75) 24,180
ROYAL DUTCH SHELL PLC SPONS ADR A 1,821 New 29,756
IDEXX LABS INC COM 1,817 New 13,100
AMERICAN EXPRESS CO COM 1,800 406 29.16 22,148