Boston Trust Walden Corp
Institutional investor · Portfolio as of Q1 2019
Top Holdings376 positions
MICROSOFT | 1.8M | $208.7M | 2.8% | $110.12 | 0.00% | 1 qtr | First report 0 |
APPLE | 1M | $193.1M | 2.6% | $45.22 | 0.00% | 1 qtr | First report 0 |
ALPHABET - CLASS C | 138,199 | $162.2M | 2.2% | $58.12 | 0.00% | 1 qtr | First report 0 |
COSTCO WHOLESALE CORPORATION | 500,792 | $121.3M | 1.7% | $218.85 | 0.00% | 1 qtr | First report 0 |
ACCENTURE | 683,049 | $120.2M | 1.6% | $154.78 | 0.00% | 1 qtr | First report 0 |
BECTON DICKINSON | 481,336 | $120.2M | 1.6% | $169.46 | 0.00% | 1 qtr | First report 0 |
JPMORGAN CHASE & CO | 1.2M | $119.2M | 1.6% | $82.29 | 0.00% | 1 qtr | First report 0 |
VISA - CLASS A | 737,556 | $115.2M | 1.6% | $148.12 | 0.00% | 1 qtr | First report 0 |
AUTOMATIC DATA PROCESSING | 697,697 | $111.5M | 1.5% | $135.42 | 0.00% | 1 qtr | First report 0 |
JOHNSON & JOHNSON | 771,181 | $107.8M | 1.5% | $113.77 | 0.00% | 1 qtr | First report 0 |
APTARGROUP INC | 979,773 | $104.2M | 1.4% | $96.71 | 0.00% | 1 qtr | First report 0 |
3M | 478,563 | $99.4M | 1.4% | $133.81 | 0.00% | 1 qtr | First report 0 |
DONALDSON INC | 1.9M | $96.8M | 1.3% | $44.60 | 0.00% | 1 qtr | First report 0 |
NIKE | 1.1M | $96.5M | 1.3% | $75.08 | 0.00% | 1 qtr | First report 0 |
UNION PACIFIC | 570,156 | $95.3M | 1.3% | $141.78 | 0.00% | 1 qtr | First report 0 |
COMCAST CORP NEW | 2.2M | $87.5M | 1.2% | $29.81 | 0.00% | 1 qtr | First report 0 |
ORACLE CORP | 1.6M | $87.5M | 1.2% | $47.96 | 0.00% | 1 qtr | First report 0 |
CISCO SYS INC | 1.6M | $84M | 1.1% | $43.34 | 0.00% | 1 qtr | First report 0 |
UNITEDHEALTH GROUP INC | 327,817 | $81.1M | 1.1% | $217.04 | 0.00% | 1 qtr | First report 0 |
PNC FINL SVCS GROUP INC | 648,265 | $79.5M | 1.1% | $92.96 | 0.00% | 1 qtr | First report 0 |
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 Score: 2.5/5.0.
First quarter we have for this fund: 376 positions, nothing earlier to compare. No standout high-conviction moves this quarter. Portfolio: $7.3B across 376 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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
Verify source filings on SEC EDGAR