KIDDER STEPHEN W

PrivateCIK: 1314377
Location

BOSTON, MA

76
Positions
$340.13M
Total AUM (reported)
4.88M
Total Shares

Allocation by class

TOTAL AUM$340.13M76 positions
COM$339.17M99.7%
EQUITY MUTUAL FU$965.2K0.3%

Portfolio Concentration

Top 321.6%4–1027.1%11–2534.0%Rest17.4%TOP 1048.6%0%100%
Top 3$73.44M21.6%
4–10$92.03M27.1%
11–25$115.60M34.0%
Rest$59.06M17.4%

Top 3 weight

21.6%

Top 10 weight

48.6%

Voting Authority Distribution

Total shares with voting rights: 4.88M

Sole

Full voting authority

397.40K

shares

% of voting shares8.1%
Shared

Joint voting authority

4.48M

shares

% of voting shares91.9%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole71
Shared0
Other5
Dominant voting typeShared · 91.9% of voting shares
Institutional Holdings76
Rows:

APPLE

SOLE
COM
Shares137.47K
TypeSH
Market value$34.89M
10.26%
Sole
15.48K
Shared
121.98K
None
0.00

ALPHABET INC CL A

SOLE
COM
Shares77.49K
TypeSH
Market value$22.28M
6.55%
Sole
14.50K
Shared
62.99K
None
0.00

JOHNSON AND JOHNSON

SOLE
COM
Shares66.56K
TypeSH
Market value$16.27M
4.78%
Sole
16.11K
Shared
50.45K
None
0.00

NVIDIA CORP

SOLE
COM
Shares85.86K
TypeSH
Market value$14.97M
4.40%
Sole
17.02K
Shared
68.84K
None
0.00

ANALOG DEVICES

SOLE
COM
Shares45.21K
TypeSH
Market value$14.38M
4.23%
Sole
8.51K
Shared
36.70K
None
0.00

AMAZON.COM

SOLE
COM
Shares63.82K
TypeSH
Market value$13.29M
3.91%
Sole
11.39K
Shared
52.42K
None
0.00

MICROSOFT

SOLE
COM
Shares35.01K
TypeSH
Market value$12.96M
3.81%
Sole
6.19K
Shared
28.81K
None
0.00

RTX CORPORATION

SOLE
COM
Shares65.46K
TypeSH
Market value$12.63M
3.71%
Sole
10.96K
Shared
54.50K
None
0.00

MASTERCARD

SOLE
COM
Shares25.15K
TypeSH
Market value$12.57M
3.69%
Sole
4.55K
Shared
20.60K
None
0.00

TJX COS

SOLE
COM
Shares70.31K
TypeSH
Market value$11.23M
3.30%
Sole
11.24K
Shared
59.07K
None
0.00

ADVANCED MICRO DEVICES

SOLE
COM
Shares54.24K
TypeSH
Market value$11.03M
3.24%
Sole
9.98K
Shared
44.26K
None
0.00

AUTOMATIC DATA PROCESSING

SOLE
COM
Shares50.15K
TypeSH
Market value$10.19M
3.00%
Sole
14.91K
Shared
35.24K
None
0.00

ABBOTT LABS

SOLE
COM
Shares89.71K
TypeSH
Market value$9.21M
2.71%
Sole
16.63K
Shared
73.09K
None
0.00

HOME DEPOT

SOLE
COM
Shares27.90K
TypeSH
Market value$9.18M
2.70%
Sole
4.75K
Shared
23.15K
None
0.00

PROCTER & GAMBLE

SOLE
COM
Shares61.14K
TypeSH
Market value$8.83M
2.60%
Sole
11.87K
Shared
49.28K
None
0.00

ROCKWELL AUTOMATION

SOLE
COM
Shares23.48K
TypeSH
Market value$8.43M
2.48%
Sole
4.10K
Shared
19.38K
None
0.00

SCHNEIDER ELEC SA ADR

SOLE
COM
Shares141.76K
TypeSH
Market value$7.72M
2.27%
Sole
27.24K
Shared
114.52K
None
0.00

APTARGROUP

SOLE
COM
Shares61.02K
TypeSH
Market value$7.69M
2.26%
Sole
10.86K
Shared
50.17K
None
0.00

APPLIED MATERIAL

SOLE
COM
Shares22.27K
TypeSH
Market value$7.61M
2.24%
Sole
4.38K
Shared
17.89K
None
0.00

CHEVRON

SOLE
COM
Shares33.94K
TypeSH
Market value$7.02M
2.06%
Sole
4.40K
Shared
29.53K
None
0.00

DANAHER CORP

SOLE
COM
Shares35.81K
TypeSH
Market value$6.79M
2.00%
Sole
6.09K
Shared
29.72K
None
0.00

ELI LILLY & CO

SOLE
COM
Shares6.66K
TypeSH
Market value$6.13M
1.80%
Sole
1.03K
Shared
5.63K
None
0.00

XYLEM INC

SOLE
COM
Shares48.90K
TypeSH
Market value$5.84M
1.72%
Sole
8.06K
Shared
40.84K
None
0.00

VERTEX PHARMACEUTICALS

SOLE
COM
Shares12.72K
TypeSH
Market value$5.68M
1.67%
Sole
2.13K
Shared
10.59K
None
0.00

CANADIAN NATL RAILWAY

SOLE
COM
Shares41.44K
TypeSH
Market value$4.26M
1.25%
Sole
7.17K
Shared
34.27K
None
0.00
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