Boston Trust Walden Corp
Institutional investor · Portfolio as of Q2 2019
Top Holdings378 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.8M | $234.6M | 3.1% | $110.82 | +14.00% | 2 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1M | $203.2M | 2.6% | $45.24 | +4.55% | 2 qtrssince 2019-Q1 | Increased 53 |
ALPHABET INC-CL C | 140,463 | $151.8M | 2.0% | $58.16 | -7.77% | 2 qtrssince 2019-Q1 | Increased 48 |
COSTCO WHOLESALE CORP | 499,288 | $131.9M | 1.7% | $218.85 | +9.43% | 2 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 1.2M | $131.6M | 1.7% | $83.49 | +11.29% | 2 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 734,930 | $127.5M | 1.7% | $148.12 | +11.29% | 2 qtrssince 2019-Q1 | Decreased 0 |
ACCENTURE PLC-CL A | 678,102 | $125.3M | 1.6% | $156.03 | +5.84% | 2 qtrssince 2019-Q1 | Decreased 0 |
BECTON DICKINSON AND CO | 478,861 | $120.7M | 1.6% | $170.46 | +1.24% | 2 qtrssince 2019-Q1 | Decreased 0 |
AUTOMATIC DATA PROCESSING | 698,336 | $115.5M | 1.5% | $136.29 | +3.99% | 2 qtrssince 2019-Q1 | Increased 47 |
APTARGROUP INC | 881,822 | $109.6M | 1.4% | $96.71 | +17.25% | 2 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 769,798 | $107.2M | 1.4% | $115.59 | +0.32% | 2 qtrssince 2019-Q1 | Decreased 0 |
DONALDSON CO INC | 2M | $99.9M | 1.3% | $44.93 | +1.99% | 2 qtrssince 2019-Q1 | Increased 48 |
NIKE INC -CL B | 1.1M | $95.9M | 1.2% | $77.06 | -0.03% | 2 qtrssince 2019-Q1 | Decreased 0 |
UNION PACIFIC CORP | 559,948 | $94.7M | 1.2% | $143.93 | +1.67% | 2 qtrssince 2019-Q1 | Decreased 0 |
COMCAST CORP-CLASS A | 2.2M | $94.2M | 1.2% | $31.07 | +6.20% | 2 qtrssince 2019-Q1 | Increased 48 |
ORACLE CORP | 1.6M | $93M | 1.2% | $48.48 | +6.52% | 2 qtrssince 2019-Q1 | Increased 47 |
PNC FINANCIAL SERVICES GROUP | 637,530 | $87.5M | 1.1% | $93.81 | +12.73% | 2 qtrssince 2019-Q1 | Decreased 0 |
CISCO SYSTEMS INC | 1.6M | $85.5M | 1.1% | $43.51 | +2.00% | 2 qtrssince 2019-Q1 | Increased 47 |
3M CO | 490,660 | $85.1M | 1.1% | $134.56 | -15.53% | 2 qtrssince 2019-Q1 | Increased 48 |
US BANCORP | 1.6M | $84.7M | 1.1% | $36.43 | +9.43% | 2 qtrssince 2019-Q1 | Increased 47 |
Boston Trust Walden Corp manages $7.7B across 378 positions as of Q2 2019. Top holdings: MSFT (3.1%), AAPL (2.6%), GOOG (2.0%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 13 new positions, 11 exits, 160 increased. Top move: AAPL (INCREASED, conviction 53). Portfolio: $7.7B across 378 positions.
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Portfolio allocation by GICS sector
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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