Boston Trust Walden Corp
Institutional investor · Portfolio as of Q1 2019
Top Holdings376 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.8M | $208.7M | 2.8% | $110.82 | 0.00% | 1 qtr | New 79 |
APPLE INC | 1M | $193.1M | 2.6% | $45.22 | 0.00% | 1 qtr | New 79 |
ALPHABET INC-CL C | 138,199 | $162.2M | 2.2% | $58.23 | 0.00% | 1 qtr | New 79 |
COSTCO WHOLESALE CORP | 500,792 | $121.3M | 1.7% | $218.85 | 0.00% | 1 qtr | New 69 |
ACCENTURE PLC-CL A | 683,049 | $120.2M | 1.6% | $156.03 | 0.00% | 1 qtr | New 69 |
BECTON DICKINSON AND CO | 481,336 | $120.2M | 1.6% | $172.76 | 0.00% | 1 qtr | New 69 |
JPMORGAN CHASE & CO | 1.2M | $119.2M | 1.6% | $83.49 | 0.00% | 1 qtr | New 69 |
VISA INC-CLASS A SHARES | 737,556 | $115.2M | 1.6% | $148.12 | 0.00% | 1 qtr | New 69 |
AUTOMATIC DATA PROCESSING | 697,697 | $111.5M | 1.5% | $138.46 | 0.00% | 1 qtr | New 69 |
JOHNSON & JOHNSON | 771,181 | $107.8M | 1.5% | $115.59 | 0.00% | 1 qtr | New 69 |
APTARGROUP INC | 979,773 | $104.2M | 1.4% | $96.71 | 0.00% | 1 qtr | New 68 |
3M CO | 478,563 | $99.4M | 1.4% | $135.09 | 0.00% | 1 qtr | New 68 |
DONALDSON CO INC | 1.9M | $96.8M | 1.3% | $44.92 | 0.00% | 1 qtr | New 68 |
NIKE INC -CL B | 1.1M | $96.5M | 1.3% | $77.06 | 0.00% | 1 qtr | New 68 |
UNION PACIFIC CORP | 570,156 | $95.3M | 1.3% | $143.93 | 0.00% | 1 qtr | New 68 |
COMCAST CORP-CLASS A | 2.2M | $87.5M | 1.2% | $31.04 | 0.00% | 1 qtr | New 68 |
ORACLE CORP | 1.6M | $87.5M | 1.2% | $48.47 | 0.00% | 1 qtr | New 68 |
CISCO SYSTEMS INC | 1.6M | $84M | 1.1% | $43.51 | 0.00% | 1 qtr | New 68 |
UNITEDHEALTH GROUP INC | 327,817 | $81.1M | 1.1% | $221.33 | 0.00% | 1 qtr | New 68 |
PNC FINANCIAL SERVICES GROUP | 648,265 | $79.5M | 1.1% | $93.81 | 0.00% | 1 qtr | New 68 |
Boston Trust Walden Corp manages $7.3B across 376 positions as of Q1 2019. Top holdings: MSFT (2.8%), AAPL (2.6%), GOOG (2.2%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 376 new positions, 0 exits, 0 increased. Top move: MSFT (NEW, conviction 79). Portfolio: $7.3B across 376 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer