Boston Trust Walden Corp
Institutional investor · Portfolio as of Q1 2024
Top Holdings372 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.4M | $570.4M | 4.1% | $116.22 | +257.36% | 21 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 2.1M | $364.6M | 2.6% | $95.50 | +77.63% | 21 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 1.6M | $243.2M | 1.7% | $98.69 | +51.79% | 21 qtrssince 2019-Q1 | Increased 49 |
JPMORGAN CHASE & CO | 1.2M | $239M | 1.7% | $95.53 | +100.86% | 21 qtrssince 2019-Q1 | Decreased 0 |
ACCENTURE PLC-CL A | 641,175 | $222.2M | 1.6% | $164.95 | +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 CO INC | 2.8M | $209M | 1.5% | $47.94 | +51.23% | 21 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 718,619 | $200.6M | 1.4% | $160.58 | +70.56% | 21 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 1.3M | $199.5M | 1.4% | $95.41 | +58.40% | 21 qtrssince 2019-Q1 | Decreased 0 |
WATERS CORP | 547,139 | $188.3M | 1.3% | $262.45 | +31.16% | 21 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 1.1M | $168.2M | 1.2% | $131.50 | +14.00% | 21 qtrssince 2019-Q1 | Increased 48 |
STRYKER CORP | 426,154 | $152.5M | 1.1% | $188.34 | +86.98% | 21 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 306,155 | $151.5M | 1.1% | $251.75 | +89.57% | 21 qtrssince 2019-Q1 | Increased 48 |
HUBBELL INC | 345,897 | $143.6M | 1.0% | $120.15 | +237.83% | 21 qtrssince 2019-Q1 | Decreased 0 |
AUTOMATIC DATA PROCESSING | 559,663 | $139.8M | 1.0% | $147.37 | +63.17% | 21 qtrssince 2019-Q1 | Decreased 0 |
UNION PACIFIC CORP | 558,036 | $137.2M | 1.0% | $155.69 | +51.71% | 21 qtrssince 2019-Q1 | Decreased 0 |
PEPSICO INC | 783,681 | $137.2M | 1.0% | $117.51 | +39.82% | 21 qtrssince 2019-Q1 | Increased 48 |
CHEMED CORP | 210,404 | $135.1M | 1.0% | $466.75 | +36.57% | 21 qtrssince 2019-Q1 | Increased 45 |
COSTCO WHOLESALE CORP | 181,295 | $132.8M | 0.9% | $219.26 | +229.50% | 21 qtrssince 2019-Q1 | Decreased 0 |
JONES LANG LASALLE INC | 665,296 | $129.8M | 0.9% | $158.61 | +23.00% | 21 qtrssince 2019-Q1 | Decreased 0 |
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 Rating: 3/5.0.
Active quarter - 14 new positions, 14 exits, 95 increased. Top move: ATR (INCREASED, conviction 50). Portfolio: $14.0B across 372 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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