Boston Trust Walden Corp
Institutional investor · Portfolio as of Q2 2019
Top Holdings378 positions
MICROSOFT CORP | 1.8M | $234.6M | 3.1% | $110.12 | +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 | 140,463 | $151.8M | 2.0% | $58.04 | -7.76% | 2 qtrssince 2019-Q1 | Increased 48 |
COSTCO WHOLESALE CORPORATION | 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% | $82.70 | +11.29% | 2 qtrssince 2019-Q1 | Decreased 0 |
VISA INC | 734,930 | $127.5M | 1.7% | $148.12 | +11.29% | 2 qtrssince 2019-Q1 | Decreased 0 |
ACCENTURE PLC IRELAND | 678,102 | $125.3M | 1.6% | $154.78 | +5.84% | 2 qtrssince 2019-Q1 | Decreased 0 |
BECTON DICKINSON & CO | 478,861 | $120.7M | 1.6% | $169.46 | +1.24% | 2 qtrssince 2019-Q1 | Decreased 0 |
AUTOMATIC DATA PROCESSING IN | 698,336 | $115.5M | 1.5% | $135.43 | +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% | $113.77 | +0.32% | 2 qtrssince 2019-Q1 | Decreased 0 |
DONALDSON INC | 2M | $99.9M | 1.3% | $44.62 | +2.00% | 2 qtrssince 2019-Q1 | Increased 48 |
NIKE INC | 1.1M | $95.9M | 1.2% | $75.08 | -0.03% | 2 qtrssince 2019-Q1 | Decreased 0 |
UNION PAC CORP | 559,948 | $94.7M | 1.2% | $141.78 | +1.67% | 2 qtrssince 2019-Q1 | Decreased 0 |
COMCAST CORP NEW | 2.2M | $94.2M | 1.2% | $29.84 | +6.19% | 2 qtrssince 2019-Q1 | Increased 48 |
ORACLE CORP | 1.6M | $93M | 1.2% | $48.14 | +6.53% | 2 qtrssince 2019-Q1 | Increased 47 |
PNC FINL SVCS GROUP INC | 637,530 | $87.5M | 1.1% | $92.96 | +12.73% | 2 qtrssince 2019-Q1 | Decreased 0 |
CISCO SYS 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% | $133.29 | -15.53% | 2 qtrssince 2019-Q1 | Increased 48 |
US BANCORP | 1.6M | $84.7M | 1.1% | $35.42 | +9.44% | 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 Score: 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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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