Boston Trust Walden Corp
Institutional investor · Portfolio as of Q1 2023
Top Holdings365 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.4M | $416M | 3.6% | $116.22 | +139.30% | 17 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 2.3M | $379.3M | 3.3% | $95.50 | +69.91% | 17 qtrssince 2019-Q1 | Decreased 0 |
ACCENTURE PLC-CL A | 639,572 | $182.8M | 1.6% | $163.39 | +64.37% | 17 qtrssince 2019-Q1 | Decreased 0 |
DONALDSON CO INC | 2.6M | $171.9M | 1.5% | $47.11 | +30.81% | 17 qtrssince 2019-Q1 | Increased 48 |
ALPHABET INC-CL A | 1.6M | $167.3M | 1.4% | $96.81 | +3.43% | 17 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 1.3M | $163.6M | 1.4% | $95.53 | +25.53% | 17 qtrssince 2019-Q1 | Decreased 0 |
APTARGROUP INC | 1.4M | $163.5M | 1.4% | $104.04 | +8.55% | 17 qtrssince 2019-Q1 | Increased 53 |
JOHNSON & JOHNSON | 995,645 | $154.3M | 1.3% | $130.32 | +8.24% | 17 qtrssince 2019-Q1 | Increased 48 |
VISA INC-CLASS A SHARES | 680,151 | $153.3M | 1.3% | $155.00 | +41.63% | 17 qtrssince 2019-Q1 | Decreased 0 |
COSTCO WHOLESALE CORP | 295,114 | $146.6M | 1.3% | $219.26 | +116.91% | 17 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 302,346 | $142.9M | 1.2% | $248.91 | +79.41% | 17 qtrssince 2019-Q1 | Increased 52 |
ALPHABET INC-CL C | 1.3M | $139.7M | 1.2% | $95.41 | +5.41% | 17 qtrssince 2019-Q1 | Decreased 0 |
UNITED PARCEL SERVICE-CL B | 665,848 | $129.2M | 1.1% | $103.89 | +59.29% | 17 qtrssince 2019-Q1 | Increased 53 |
STRYKER CORP | 440,948 | $125.9M | 1.1% | $185.65 | +47.27% | 17 qtrssince 2019-Q1 | Decreased 0 |
UNION PACIFIC CORP | 622,032 | $125.2M | 1.1% | $155.47 | +19.72% | 17 qtrssince 2019-Q1 | Increased 54 |
PEPSICO INC | 679,948 | $124M | 1.1% | $110.15 | +49.69% | 17 qtrssince 2019-Q1 | Increased 50 |
WATERS CORP | 398,101 | $123.3M | 1.1% | $259.62 | +17.35% | 17 qtrssince 2019-Q1 | Decreased 0 |
NIKE INC -CL B | 953,961 | $117M | 1.0% | $80.17 | +42.47% | 17 qtrssince 2019-Q1 | Decreased 0 |
| 299,067 | $111.7M | 1.0% | — | — | — | — | |
AUTOMATIC DATA PROCESSING | 489,042 | $108.9M | 0.9% | $136.32 | +51.33% | 17 qtrssince 2019-Q1 | Decreased 0 |
Boston Trust Walden Corp manages $11.6B across 365 positions as of Q1 2023. Top holdings: MSFT (3.6%), AAPL (3.3%), ACN (1.6%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 14 new positions, 11 exits, 129 increased. Top move: UNP (INCREASED, conviction 54). Portfolio: $11.6B across 365 positions.
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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