Boston Trust Walden Corp
Institutional investor · Portfolio as of Q1 2020
Top Holdings349 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.5M | $242.8M | 3.9% | $110.82 | +37.66% | 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-CL C | 129,046 | $150.1M | 2.4% | $58.18 | -2.19% | 5 qtrssince 2019-Q1 | Decreased 0 |
COSTCO WHOLESALE CORP | 405,408 | $115.6M | 1.8% | $218.85 | +18.84% | 5 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 647,347 | $104.3M | 1.7% | $148.12 | +3.79% | 5 qtrssince 2019-Q1 | Decreased 0 |
ACCENTURE PLC-CL A | 635,379 | $103.7M | 1.7% | $156.05 | -5.73% | 5 qtrssince 2019-Q1 | Decreased 0 |
AUTOMATIC DATA PROCESSING | 697,586 | $95.3M | 1.5% | $136.19 | -12.53% | 5 qtrssince 2019-Q1 | Increased 47 |
BECTON DICKINSON AND CO | 397,051 | $91.2M | 1.5% | $170.46 | -6.83% | 5 qtrssince 2019-Q1 | Decreased 0 |
NIKE INC -CL B | 1M | $85.1M | 1.4% | $77.06 | +2.49% | 5 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 639,519 | $83.9M | 1.3% | $115.59 | -2.19% | 5 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 924,002 | $83.2M | 1.3% | $83.49 | -4.91% | 5 qtrssince 2019-Q1 | Decreased 0 |
DONALDSON CO INC | 2M | $77.6M | 1.2% | $45.14 | -21.16% | 5 qtrssince 2019-Q1 | Decreased 0 |
EVERSOURCE ENERGY COM STK | 984,051 | $77M | 1.2% | $56.78 | +19.16% | 5 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 288,040 | $71.8M | 1.1% | $221.46 | +3.33% | 5 qtrssince 2019-Q1 | Decreased 0 |
UNION PACIFIC CORP | 506,252 | $71.4M | 1.1% | $143.93 | -14.23% | 5 qtrssince 2019-Q1 | Decreased 0 |
PEPSICO INC | 580,081 | $69.7M | 1.1% | $99.95 | +5.26% | 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 CORP | 412,492 | $68.7M | 1.1% | $182.36 | -15.87% | 5 qtrssince 2019-Q1 | Increased 49 |
COMCAST CORP-CLASS A | 2M | $67.2M | 1.1% | $31.07 | -9.57% | 5 qtrssince 2019-Q1 | Decreased 0 |
ORACLE CORP | 1.4M | $67M | 1.1% | $48.48 | -4.62% | 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 Rating: 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.
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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