Boston Trust Walden Corp
Institutional investor · Portfolio as of Q1 2022
Top Holdings387 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 2.8M | $482.2M | 4.0% | $95.50 | +78.83% | 13 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.5M | $454.4M | 3.8% | $113.39 | +168.39% | 13 qtrssince 2019-Q1 | Increased 57 |
ALPHABET INC-CL A | 73,958 | $205.7M | 1.7% | $107.88 | +30.58% | 13 qtrssince 2019-Q1 | Increased 49 |
ACCENTURE PLC-CL A | 590,961 | $199.3M | 1.6% | $156.46 | +99.52% | 13 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 70,978 | $198.2M | 1.6% | $58.73 | +141.07% | 13 qtrssince 2019-Q1 | Decreased 0 |
COSTCO WHOLESALE CORP | 334,594 | $192.7M | 1.6% | $219.26 | +149.67% | 13 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 696,131 | $154.4M | 1.3% | $154.93 | +38.29% | 13 qtrssince 2019-Q1 | Increased 48 |
JPMORGAN CHASE & CO | 1.1M | $151.4M | 1.3% | $93.40 | +35.67% | 13 qtrssince 2019-Q1 | Increased 48 |
UNITEDHEALTH GROUP INC | 288,752 | $147.3M | 1.2% | $231.97 | +110.48% | 13 qtrssince 2019-Q1 | Decreased 0 |
APTARGROUP INC | 1.2M | $136.2M | 1.1% | $103.51 | +6.95% | 13 qtrssince 2019-Q1 | Increased 65 |
JOHNSON & JOHNSON | 766,917 | $135.9M | 1.1% | $122.82 | +30.89% | 13 qtrssince 2019-Q1 | Increased 51 |
UNION PACIFIC CORP | 490,914 | $134.1M | 1.1% | $146.48 | +72.98% | 13 qtrssince 2019-Q1 | Increased 48 |
DONALDSON CO INC | 2.5M | $131.9M | 1.1% | $46.95 | +5.91% | 13 qtrssince 2019-Q1 | Increased 50 |
CHEMED CORP | 240,028 | $121.6M | 1.0% | $449.40 | +11.69% | 13 qtrssince 2019-Q1 | Increased 51 |
AUTOMATIC DATA PROCESSING | 533,879 | $121.5M | 1.0% | $138.49 | +51.82% | 13 qtrssince 2019-Q1 | Decreased 0 |
WATERS CORP | 389,307 | $120.8M | 1.0% | $254.81 | +26.24% | 13 qtrssince 2019-Q1 | Increased 52 |
NIKE INC -CL B | 885,429 | $119.1M | 1.0% | $77.06 | +69.06% | 13 qtrssince 2019-Q1 | Decreased 0 |
UNITED PARCEL SERVICE-CL B | 553,994 | $118.8M | 1.0% | $92.72 | +98.77% | 13 qtrssince 2019-Q1 | Decreased 0 |
BECTON DICKINSON AND CO | 439,679 | $117M | 1.0% | $173.86 | +11.59% | 13 qtrssince 2019-Q1 | Increased 43 |
HUBBELL INC | 602,471 | $110.7M | 0.9% | $113.89 | +58.18% | 13 qtrssince 2019-Q1 | Decreased 0 |
Boston Trust Walden Corp manages $12.1B across 387 positions as of Q1 2022. Top holdings: AAPL (4.0%), MSFT (3.8%), GOOGL (1.7%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 14 new positions, 17 exits, 186 increased. Top move: ATR (INCREASED, conviction 65). Portfolio: $12.1B across 387 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