Boston Trust Walden Corp
Institutional investor · Portfolio as of Q1 2021
Top Holdings369 positions
Apple Inc. | 3M | $362.5M | 3.5% | $45.24 | +162.50% | 9 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corporation | 1.5M | $362.1M | 3.5% | $112.71 | +99.92% | 9 qtrssince 2019-Q1 | Increased 57 |
Alphabet Inc. | 127,792 | $264.4M | 2.6% | $58.62 | +74.78% | 9 qtrssince 2019-Q1 | Increased 53 |
Accenture Plc | 619,011 | $171M | 1.7% | $155.21 | +61.58% | 9 qtrssince 2019-Q1 | Decreased 0 |
JPMorgan Chase & Co. | 1M | $153.9M | 1.5% | $87.45 | +51.08% | 9 qtrssince 2019-Q1 | Increased 53 |
Visa Inc. | 711,203 | $150.6M | 1.5% | $154.38 | +31.68% | 9 qtrssince 2019-Q1 | Increased 52 |
Costco Wholesale Corporation | 396,947 | $139.9M | 1.4% | $219.26 | +51.73% | 9 qtrssince 2019-Q1 | Increased 48 |
NIKE, Inc. | 936,436 | $124.4M | 1.2% | $75.08 | +60.91% | 9 qtrssince 2019-Q1 | Decreased 0 |
Donaldson Company, Inc. | 2.1M | $120.6M | 1.2% | $44.95 | +19.06% | 9 qtrssince 2019-Q1 | Increased 49 |
Waters Corporation | 386,945 | $110M | 1.1% | — | — | 9 qtrssince 2019-Q1 | Increased 50 |
Automatic Data Processing, Inc. | 583,325 | $109.9M | 1.1% | $135.32 | +23.42% | 9 qtrssince 2019-Q1 | Decreased 0 |
Hubbell Incorporated | 587,790 | $109.9M | 1.1% | $109.28 | +56.85% | 9 qtrssince 2019-Q1 | Increased 52 |
T. Rowe Price Group, Inc. | 620,015 | $106.4M | 1.0% | $92.33 | +44.45% | 9 qtrssince 2019-Q1 | Increased 54 |
UnitedHealth Group Incorporated | 282,330 | $105M | 1.0% | $219.75 | +53.58% | 9 qtrssince 2019-Q1 | Increased 48 |
Comcast Corporation | 1.9M | $104.5M | 1.0% | $29.91 | +40.60% | 9 qtrssince 2019-Q1 | Increased 47 |
Johnson & Johnson | 634,384 | $104.3M | 1.0% | $113.86 | +24.02% | 9 qtrssince 2019-Q1 | Increased 47 |
Union Pacific Corporation | 470,078 | $103.6M | 1.0% | $141.96 | +37.39% | 9 qtrssince 2019-Q1 | Decreased 0 |
Stryker Corporation | 415,496 | $101.2M | 1.0% | $181.68 | +26.58% | 9 qtrssince 2019-Q1 | Increased 43 |
AptarGroup, Inc. | 699,627 | $99.1M | 1.0% | $97.45 | +35.38% | 9 qtrssince 2019-Q1 | Increased 43 |
Becton, Dickinson and Company | 381,062 | $92.7M | 0.9% | $169.46 | -0.07% | 9 qtrssince 2019-Q1 | Decreased 0 |
Boston Trust Walden Corp manages $10.3B across 369 positions as of Q1 2021. Top holdings: AAPL (3.5%), MSFT (3.5%), GOOG (2.6%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 10 new positions, 13 exits, 149 increased. Top move: MSFT (INCREASED, conviction 57). Portfolio: $10.3B across 369 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
Verify source filings on SEC EDGAR