Boston Trust Walden Corp
Institutional investor · Portfolio as of Q1 2020
Top Holdings349 positions
MICROSOFT CORP | 1.5M | $242.8M | 3.9% | $110.12 | +35.49% | 5 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 827,369 | $210.4M | 3.4% | $45.24 | +35.56% | 5 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 129,046 | $150.1M | 2.4% | $58.07 | -0.82% | 5 qtrssince 2019-Q1 | Decreased 0 |
COSTCO WHOLESALE CORPORATION | 405,408 | $115.6M | 1.8% | $218.85 | +18.84% | 5 qtrssince 2019-Q1 | Decreased 0 |
VISA INC | 647,347 | $104.3M | 1.7% | $148.12 | +3.79% | 5 qtrssince 2019-Q1 | Decreased 0 |
ACCENTURE PLC IRELAND | 635,379 | $103.7M | 1.7% | $154.81 | -5.73% | 5 qtrssince 2019-Q1 | Decreased 0 |
AUTOMATIC DATA PROCESSING IN | 697,586 | $95.3M | 1.5% | $135.32 | -12.53% | 5 qtrssince 2019-Q1 | Increased 47 |
BECTON DICKINSON & CO | 397,051 | $91.2M | 1.5% | $169.46 | -6.83% | 5 qtrssince 2019-Q1 | Decreased 0 |
NIKE INC | 1M | $85.1M | 1.4% | $75.08 | -0.69% | 5 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 639,519 | $83.9M | 1.3% | $113.77 | -3.58% | 5 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 924,002 | $83.2M | 1.3% | $82.70 | -8.44% | 5 qtrssince 2019-Q1 | Decreased 0 |
DONALDSON INC | 2M | $77.6M | 1.2% | $44.83 | -21.96% | 5 qtrssince 2019-Q1 | Decreased 0 |
EVERSOURCE ENERGY | 984,051 | $77M | 1.2% | $54.89 | +11.39% | 5 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 288,040 | $71.8M | 1.1% | $217.17 | +2.55% | 5 qtrssince 2019-Q1 | Decreased 0 |
UNION PAC CORP | 506,252 | $71.4M | 1.1% | $141.78 | -13.71% | 5 qtrssince 2019-Q1 | Decreased 0 |
PEPSICO INC | 580,081 | $69.7M | 1.1% | $97.00 | +0.75% | 5 qtrssince 2019-Q1 | Decreased 0 |
APTARGROUP INC | 691,194 | $68.8M | 1.1% | $96.78 | -5.35% | 5 qtrssince 2019-Q1 | Decreased 0 |
STRYKER CORPORATION | 412,492 | $68.7M | 1.1% | $180.98 | -14.12% | 5 qtrssince 2019-Q1 | Increased 49 |
COMCAST CORP NEW | 2M | $67.2M | 1.1% | $29.84 | -11.84% | 5 qtrssince 2019-Q1 | Decreased 0 |
ORACLE CORP | 1.4M | $67M | 1.1% | $48.14 | -8.45% | 5 qtrssince 2019-Q1 | Decreased 0 |
Boston Trust Walden Corp manages $6.3B across 349 positions as of Q1 2020. Top holdings: MSFT (3.9%), AAPL (3.4%), GOOG (2.4%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 10 new positions, 40 exits, 119 increased. Top move: SYK (INCREASED, conviction 49). Portfolio: $6.3B across 349 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR