Boston Trust Walden Corp
Institutional investor · Portfolio as of Q2 2022
Top Holdings367 positions
Microsoft Corp. | 1.5M | $380.6M | 3.6% | $113.48 | +118.56% | 14 qtrssince 2019-Q1 | Increased 57 |
Apple Inc. | 2.7M | $375.2M | 3.5% | $46.05 | +190.81% | 14 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 77,237 | $168.3M | 1.6% | $107.22 | +0.67% | 14 qtrssince 2019-Q1 | Increased 50 |
Accenture PLC | 591,562 | $164.2M | 1.6% | $156.56 | +64.65% | 14 qtrssince 2019-Q1 | Increased 48 |
Alphabet Inc. | 70,865 | $155M | 1.5% | $58.62 | +84.82% | 14 qtrssince 2019-Q1 | Decreased 0 |
Costco Wholesale Corporation | 312,668 | $149.9M | 1.4% | $219.26 | +108.14% | 14 qtrssince 2019-Q1 | Decreased 0 |
UnitedHealth Group Inc. | 288,856 | $148.4M | 1.4% | $227.53 | +108.26% | 14 qtrssince 2019-Q1 | Increased 48 |
Johnson & Johnson | 829,420 | $147.2M | 1.4% | $123.35 | +27.59% | 14 qtrssince 2019-Q1 | Increased 52 |
Visa Inc | 694,804 | $136.8M | 1.3% | $154.93 | +23.01% | 14 qtrssince 2019-Q1 | Decreased 0 |
WATERS CORP | 401,101 | $132.8M | 1.3% | $257.01 | +28.25% | 14 qtrssince 2019-Q1 | Increased 49 |
APTARGROUP INC | 1.2M | $127.7M | 1.2% | $103.14 | -5.40% | 14 qtrssince 2019-Q1 | Increased 51 |
JPMorgan Chase & Co. | 1.1M | $126.9M | 1.2% | $92.52 | +9.50% | 14 qtrssince 2019-Q1 | Increased 48 |
DONALDSON INC | 2.6M | $124.2M | 1.2% | $46.28 | -2.45% | 14 qtrssince 2019-Q1 | Increased 48 |
Automatic Data Processing, Inc. | 526,718 | $110.6M | 1.0% | $135.45 | +40.67% | 14 qtrssince 2019-Q1 | Decreased 0 |
BECTON DICKINSON & CO | 442,748 | $109.2M | 1.0% | $170.12 | +5.21% | 14 qtrssince 2019-Q1 | Increased 47 |
Union Pacific Corporation | 500,824 | $106.8M | 1.0% | $145.26 | +33.23% | 14 qtrssince 2019-Q1 | Increased 48 |
PEPSICO INC | 620,221 | $103.4M | 1.0% | $102.11 | +41.62% | 14 qtrssince 2019-Q1 | Increased 46 |
Medpace Holdings Inc. | 688,778 | $103.1M | 1.0% | $123.08 | +21.60% | 9 qtrssince 2020-Q2 | Increased 43 |
UNITED PARCEL SERVICE INC | 557,512 | $101.8M | 1.0% | $88.86 | +65.55% | 14 qtrssince 2019-Q1 | Increased 42 |
FACTSET RESH SYS INC | 257,390 | $99M | 0.9% | $285.23 | +28.55% | 14 qtrssince 2019-Q1 | Increased 45 |
Boston Trust Walden Corp manages $10.6B across 367 positions as of Q2 2022. Top holdings: MSFT (3.6%), AAPL (3.5%), GOOGL (1.6%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 8 new positions, 28 exits, 195 increased. Top move: MSFT (INCREASED, conviction 57). Portfolio: $10.6B across 367 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR