Boston Trust Walden Corp
Institutional investor · Portfolio as of Q1 2024
Top Holdings372 positions
 MICROSOFT CORP | 1.4M | $570.4M | 4.1% | $115.51 | +257.27% | 21 qtrssince 2019-Q1 | Decreased 0 |
 APPLE INC | 2.1M | $364.6M | 2.6% | $46.05 | +268.37% | 21 qtrssince 2019-Q1 | Decreased 0 |
 ALPHABET INC | 1.6M | $243.2M | 1.7% | $107.79 | +38.70% | 21 qtrssince 2019-Q1 | Increased 49 |
 JPMORGAN CHASE & CO | 1.2M | $239M | 1.7% | $93.89 | +101.41% | 21 qtrssince 2019-Q1 | Decreased 0 |
 ACCENTURE PLC IRELAND | 641,175 | $222.2M | 1.6% | $163.63 | +100.51% | 21 qtrssince 2019-Q1 | Decreased 0 |
 APTARGROUP INC | 1.5M | $214.2M | 1.5% | $105.79 | +31.68% | 21 qtrssince 2019-Q1 | Increased 50 |
 DONALDSON INC | 2.8M | $209M | 1.5% | $47.32 | +52.15% | 21 qtrssince 2019-Q1 | Decreased 0 |
 VISA INC | 718,619 | $200.6M | 1.4% | $160.58 | +70.56% | 21 qtrssince 2019-Q1 | Decreased 0 |
 ALPHABET INC | 1.3M | $199.5M | 1.4% | $58.62 | +157.29% | 21 qtrssince 2019-Q1 | Decreased 0 |
 WATERS CORP | 547,139 | $188.3M | 1.3% | — | — | 21 qtrssince 2019-Q1 | Decreased 0 |
 JOHNSON & JOHNSON | 1.1M | $168.2M | 1.2% | $129.20 | +14.20% | 21 qtrssince 2019-Q1 | Increased 48 |
 STRYKER CORPORATION | 426,154 | $152.5M | 1.1% | $186.64 | +87.08% | 21 qtrssince 2019-Q1 | Decreased 0 |
 UNITEDHEALTH GROUP INC | 306,155 | $151.5M | 1.1% | $247.04 | +89.44% | 21 qtrssince 2019-Q1 | Increased 48 |
 HUBBELL INC | 345,897 | $143.6M | 1.0% | $119.14 | +237.70% | 21 qtrssince 2019-Q1 | Decreased 0 |
 AUTOMATIC DATA PROCESSING IN | 559,663 | $139.8M | 1.0% | $144.46 | +62.80% | 21 qtrssince 2019-Q1 | Decreased 0 |
 UNION PAC CORP | 558,036 | $137.2M | 1.0% | $153.63 | +51.46% | 21 qtrssince 2019-Q1 | Decreased 0 |
 PEPSICO INC | 783,681 | $137.2M | 1.0% | $114.04 | +39.82% | 21 qtrssince 2019-Q1 | Increased 48 |
 CHEMED CORP NEW | 210,404 | $135.1M | 1.0% | $462.55 | +37.27% | 21 qtrssince 2019-Q1 | Increased 45 |
 COSTCO WHOLESALE CORPORATION | 181,295 | $132.8M | 0.9% | $218.94 | +229.50% | 21 qtrssince 2019-Q1 | Decreased 0 |
 JONES LANG LASALLE INC | 665,296 | $129.8M | 0.9% | $158.57 | +23.03% | 21 qtrssince 2019-Q1 | Decreased 0 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 2022-Q4 | $11,372,876,868 | 12.6657894893% |
| 2023-Q1 | $11,585,862,980 | 1.87275492799% |
| 2023-Q2 | $12,192,963,602 | 5.24001209964% |
| 2023-Q3 | $11,932,412,436 | -2.13689775927% |
| 2023-Q4 | $13,255,036,554 | 11.0842977067% |
| 2024-Q1 | $14,019,002,770 | 5.76359192136% |
Boston Trust Walden Corp manages $14B across 372 positions as of Q1 2024. Top holdings: MSFT (4.1%), AAPL (2.6%), GOOGL (1.7%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 15 new positions, 15 exits, 94 increased. Top move: ATR (INCREASED, conviction 50). Portfolio: $14.0B across 372 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
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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