Boston Trust Walden Corp
Institutional investor · Portfolio as of Q2 2021
Top Holdings385 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.5M | $413.5M | 3.7% | $113.37 | +130.76% | 10 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 3M | $410.2M | 3.6% | $95.50 | +39.68% | 10 qtrssince 2019-Q1 | Increased 58 |
ALPHABET INC-CL C | 125,608 | $314.8M | 2.8% | $58.73 | +112.97% | 10 qtrssince 2019-Q1 | Decreased 0 |
ACCENTURE PLC-CL A | 614,094 | $181M | 1.6% | $156.46 | +72.95% | 10 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 704,304 | $164.7M | 1.5% | $154.38 | +45.63% | 10 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 1.1M | $164M | 1.5% | $90.85 | +50.29% | 10 qtrssince 2019-Q1 | Increased 50 |
COSTCO WHOLESALE CORP | 393,476 | $155.7M | 1.4% | $219.26 | +70.69% | 10 qtrssince 2019-Q1 | Decreased 0 |
NIKE INC -CL B | 915,908 | $141.5M | 1.3% | $77.06 | +89.22% | 10 qtrssince 2019-Q1 | Decreased 0 |
DONALDSON CO INC | 2.1M | $132.4M | 1.2% | $45.33 | +29.37% | 10 qtrssince 2019-Q1 | Increased 48 |
T ROWE PRICE GROUP INC | 632,742 | $125.3M | 1.1% | $97.06 | +68.18% | 10 qtrssince 2019-Q1 | Increased 48 |
WATERS CORP | 338,200 | $116.9M | 1.0% | $238.68 | +44.61% | 10 qtrssince 2019-Q1 | Decreased 0 |
AUTOMATIC DATA PROCESSING | 585,088 | $116.2M | 1.0% | $138.49 | +29.90% | 10 qtrssince 2019-Q1 | Increased 47 |
UNITEDHEALTH GROUP INC | 287,682 | $115.2M | 1.0% | $226.82 | +62.95% | 10 qtrssince 2019-Q1 | Increased 48 |
HUBBELL INC | 615,949 | $115.1M | 1.0% | $113.11 | +52.26% | 10 qtrssince 2019-Q1 | Increased 50 |
COMCAST CORP-CLASS A | 2M | $111.9M | 1.0% | $31.39 | +46.47% | 10 qtrssince 2019-Q1 | Increased 43 |
UNITED PARCEL SERVICE-CL B | 525,519 | $109.3M | 1.0% | $88.95 | +91.99% | 10 qtrssince 2019-Q1 | Increased 43 |
STRYKER CORP | 412,917 | $107.2M | 1.0% | $183.06 | +35.80% | 10 qtrssince 2019-Q1 | Decreased 0 |
UNION PACIFIC CORP | 484,498 | $106.6M | 0.9% | $145.69 | +35.46% | 10 qtrssince 2019-Q1 | Increased 44 |
US BANCORP | 1.8M | $103M | 0.9% | $39.15 | +18.58% | 10 qtrssince 2019-Q1 | Increased 46 |
JOHNSON & JOHNSON | 624,062 | $102.8M | 0.9% | $115.68 | +24.56% | 10 qtrssince 2019-Q1 | Decreased 0 |
Boston Trust Walden Corp manages $11.2B across 385 positions as of Q2 2021. Top holdings: MSFT (3.7%), AAPL (3.6%), GOOG (2.8%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 24 new positions, 8 exits, 179 increased. Top move: AAPL (INCREASED, conviction 58). Portfolio: $11.2B across 385 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