Boston Trust Walden Corp
Institutional investor · Portfolio as of Q2 2022
Top Holdings367 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.5M | $380.6M | 3.6% | $114.17 | +121.54% | 14 qtrssince 2019-Q1 | Increased 57 |
APPLE INC | 2.7M | $375.2M | 3.5% | $95.50 | +40.23% | 14 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 77,237 | $168.3M | 1.6% | $108.01 | +2.64% | 14 qtrssince 2019-Q1 | Increased 50 |
ACCENTURE PLC-CL A | 591,562 | $164.2M | 1.6% | $156.56 | +64.65% | 14 qtrssince 2019-Q1 | Increased 48 |
ALPHABET INC-CL C | 70,865 | $155M | 1.5% | $58.73 | +89.72% | 14 qtrssince 2019-Q1 | Decreased 0 |
COSTCO WHOLESALE CORP | 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% | $232.06 | +109.08% | 14 qtrssince 2019-Q1 | Increased 48 |
JOHNSON & JOHNSON | 829,420 | $147.2M | 1.4% | $125.58 | +26.97% | 14 qtrssince 2019-Q1 | Increased 52 |
VISA INC-CLASS A SHARES | 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% | $93.56 | +11.94% | 14 qtrssince 2019-Q1 | Increased 48 |
DONALDSON CO INC | 2.6M | $124.2M | 1.2% | $46.93 | -3.18% | 14 qtrssince 2019-Q1 | Increased 48 |
AUTOMATIC DATA PROCESSING | 526,718 | $110.6M | 1.0% | $136.32 | +40.67% | 14 qtrssince 2019-Q1 | Decreased 0 |
BECTON DICKINSON AND CO | 442,748 | $109.2M | 1.0% | $171.12 | +5.21% | 14 qtrssince 2019-Q1 | Increased 47 |
UNION PACIFIC CORP | 500,824 | $106.8M | 1.0% | $147.46 | +33.14% | 14 qtrssince 2019-Q1 | Increased 48 |
PEPSICO INC | 620,221 | $103.4M | 1.0% | $105.23 | +41.67% | 14 qtrssince 2019-Q1 | Increased 46 |
MEDPACE HOLDINGS INC | 688,778 | $103.1M | 1.0% | $121.37 | +23.57% | 9 qtrssince 2020-Q2 | Increased 43 |
UNITED PARCEL SERVICE-CL B | 557,512 | $101.8M | 1.0% | $93.10 | +64.24% | 14 qtrssince 2019-Q1 | Increased 42 |
FACTSET RESEARCH SYSTEMS INC | 257,390 | $99M | 0.9% | $290.78 | +27.35% | 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 Rating: 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
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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