Boston Trust Walden Corp
Institutional investor · Portfolio as of Q1 2021
Top Holdings369 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 3M | $362.5M | 3.5% | $95.15 | +24.82% | 9 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.5M | $362.1M | 3.5% | $113.37 | +96.68% | 9 qtrssince 2019-Q1 | Increased 57 |
ALPHABET INC-CL C | 127,792 | $264.4M | 2.6% | $58.73 | +73.69% | 9 qtrssince 2019-Q1 | Increased 53 |
ACCENTURE PLC-CL A | 619,011 | $171M | 1.7% | $156.46 | +61.58% | 9 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 1M | $153.9M | 1.5% | $88.89 | +53.05% | 9 qtrssince 2019-Q1 | Increased 53 |
VISA INC-CLASS A SHARES | 711,203 | $150.6M | 1.5% | $154.38 | +31.68% | 9 qtrssince 2019-Q1 | Increased 52 |
COSTCO WHOLESALE CORP | 396,947 | $139.9M | 1.4% | $219.26 | +51.73% | 9 qtrssince 2019-Q1 | Increased 48 |
NIKE INC -CL B | 936,436 | $124.4M | 1.2% | $77.06 | +60.99% | 9 qtrssince 2019-Q1 | Decreased 0 |
DONALDSON CO INC | 2.1M | $120.6M | 1.2% | $45.26 | +21.00% | 9 qtrssince 2019-Q1 | Increased 49 |
WATERS CORP | 386,945 | $110M | 1.1% | $238.68 | +18.37% | 9 qtrssince 2019-Q1 | Increased 50 |
AUTOMATIC DATA PROCESSING | 583,325 | $109.9M | 1.1% | $136.19 | +23.42% | 9 qtrssince 2019-Q1 | Decreased 0 |
HUBBELL INC | 587,790 | $109.9M | 1.1% | $110.28 | +57.39% | 9 qtrssince 2019-Q1 | Increased 52 |
T ROWE PRICE GROUP INC | 620,015 | $106.4M | 1.0% | $95.70 | +45.43% | 9 qtrssince 2019-Q1 | Increased 54 |
UNITEDHEALTH GROUP INC | 282,330 | $105M | 1.0% | $224.12 | +54.18% | 9 qtrssince 2019-Q1 | Increased 48 |
COMCAST CORP-CLASS A | 1.9M | $104.5M | 1.0% | $31.15 | +42.85% | 9 qtrssince 2019-Q1 | Increased 47 |
JOHNSON & JOHNSON | 634,384 | $104.3M | 1.0% | $115.68 | +24.52% | 9 qtrssince 2019-Q1 | Increased 47 |
UNION PACIFIC CORP | 470,078 | $103.6M | 1.0% | $144.10 | +37.84% | 9 qtrssince 2019-Q1 | Decreased 0 |
STRYKER CORP | 415,496 | $101.2M | 1.0% | $183.06 | +26.45% | 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 CO | 381,062 | $92.7M | 0.9% | $170.46 | -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 Rating: 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.
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