Boston Trust Walden Corp
Institutional investor · Portfolio as of Q2 2020
Top Holdings360 positions
Microsoft Corp. | 1.5M | $304.8M | 4.1% | $110.12 | +75.32% | 6 qtrssince 2019-Q1 | Decreased 0 |
Apple Inc. | 795,164 | $290.1M | 3.9% | $45.24 | +95.01% | 6 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 125,950 | $178M | 2.4% | $58.07 | +20.57% | 6 qtrssince 2019-Q1 | Decreased 0 |
Accenture PLC | 621,194 | $133.4M | 1.8% | $156.05 | +24.54% | 6 qtrssince 2019-Q1 | Decreased 0 |
Visa Inc | 626,198 | $121M | 1.6% | $148.12 | +24.64% | 6 qtrssince 2019-Q1 | Decreased 0 |
Costco Wholesale Corporation | 397,626 | $120.6M | 1.6% | $218.85 | +26.66% | 6 qtrssince 2019-Q1 | Decreased 0 |
Automatic Data Processing, Inc. | 692,097 | $103M | 1.4% | $135.32 | -4.15% | 6 qtrssince 2019-Q1 | Decreased 0 |
NIKE INC | 1M | $98.1M | 1.3% | $75.08 | +17.99% | 6 qtrssince 2019-Q1 | Decreased 0 |
DONALDSON INC | 2.1M | $97.6M | 1.3% | $44.72 | -5.37% | 6 qtrssince 2019-Q1 | Increased 49 |
BECTON DICKINSON & CO | 385,631 | $92.3M | 1.2% | $169.46 | -2.66% | 6 qtrssince 2019-Q1 | Decreased 0 |
Johnson & Johnson | 633,038 | $89M | 1.2% | $113.77 | +4.13% | 6 qtrssince 2019-Q1 | Decreased 0 |
JPMorgan Chase & Co. | 901,380 | $84.8M | 1.1% | $82.70 | -3.35% | 6 qtrssince 2019-Q1 | Decreased 0 |
UnitedHealth Group Inc. | 277,935 | $82M | 1.1% | $217.17 | +21.82% | 6 qtrssince 2019-Q1 | Decreased 0 |
EVERSOURCE ENERGY | 971,833 | $80.9M | 1.1% | $54.89 | +19.45% | 6 qtrssince 2019-Q1 | Decreased 0 |
Union Pacific Corporation | 475,633 | $80.4M | 1.1% | $141.78 | +4.02% | 6 qtrssince 2019-Q1 | Decreased 0 |
APTARGROUP INC | 684,598 | $76.7M | 1.0% | $96.78 | +6.82% | 6 qtrssince 2019-Q1 | Decreased 0 |
PEPSICO INC | 570,522 | $75.5M | 1.0% | $97.00 | +11.81% | 6 qtrssince 2019-Q1 | Decreased 0 |
Illinois Tool Works Inc. | 430,233 | $75.2M | 1.0% | $119.96 | +25.94% | 6 qtrssince 2019-Q1 | Decreased 0 |
COMCAST CORP NEW | 1.9M | $74.9M | 1.0% | $29.84 | +0.55% | 6 qtrssince 2019-Q1 | Decreased 0 |
Stryker Corporation | 409,621 | $73.8M | 1.0% | $180.98 | -6.75% | 6 qtrssince 2019-Q1 | Decreased 0 |
Boston Trust Walden Corp manages $7.4B across 360 positions as of Q2 2020. Top holdings: MSFT (4.1%), AAPL (3.9%), GOOG (2.4%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 22 new positions, 11 exits, 165 increased. Top move: DCI (INCREASED, conviction 49). Portfolio: $7.4B across 360 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
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