Boston Trust Walden Corp
Institutional investor · Portfolio as of Q2 2023
Top Holdings367 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.4M | $473.8M | 3.9% | $116.22 | +182.89% | 18 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 2.2M | $435M | 3.6% | $95.50 | +100.14% | 18 qtrssince 2019-Q1 | Decreased 0 |
ACCENTURE PLC-CL A | 642,127 | $198.1M | 1.6% | $163.90 | +77.61% | 18 qtrssince 2019-Q1 | Increased 48 |
ALPHABET INC-CL A | 1.6M | $186.8M | 1.5% | $96.81 | +22.10% | 18 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 1.2M | $181.1M | 1.5% | $95.53 | +40.93% | 18 qtrssince 2019-Q1 | Decreased 0 |
DONALDSON CO INC | 2.7M | $169.5M | 1.4% | $47.48 | +25.90% | 18 qtrssince 2019-Q1 | Increased 49 |
JOHNSON & JOHNSON | 1M | $168.1M | 1.4% | $130.75 | +16.26% | 18 qtrssince 2019-Q1 | Increased 49 |
ALPHABET INC-CL C | 1.3M | $161.4M | 1.3% | $95.41 | +24.85% | 18 qtrssince 2019-Q1 | Decreased 0 |
APTARGROUP INC | 1.4M | $160.7M | 1.3% | $104.06 | +6.73% | 18 qtrssince 2019-Q1 | Increased 48 |
VISA INC-CLASS A SHARES | 667,358 | $158.5M | 1.3% | $155.00 | +49.48% | 18 qtrssince 2019-Q1 | Decreased 0 |
COSTCO WHOLESALE CORP | 289,313 | $155.8M | 1.3% | $219.26 | +135.53% | 18 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 303,257 | $145.8M | 1.2% | $249.53 | +82.14% | 18 qtrssince 2019-Q1 | Increased 48 |
WATERS CORP | 529,984 | $141.3M | 1.2% | $260.20 | +0.67% | 18 qtrssince 2019-Q1 | Increased 61 |
STRYKER CORP | 433,736 | $132.3M | 1.1% | $185.65 | +58.72% | 18 qtrssince 2019-Q1 | Decreased 0 |
MEDPACE HOLDINGS INC | 549,907 | $132.1M | 1.1% | $123.53 | +90.19% | 13 qtrssince 2020-Q2 | Decreased 0 |
UNION PACIFIC CORP | 625,755 | $128M | 1.1% | $155.69 | +24.17% | 18 qtrssince 2019-Q1 | Increased 48 |
PEPSICO INC | 681,750 | $126.3M | 1.0% | $110.31 | +53.06% | 18 qtrssince 2019-Q1 | Increased 47 |
AUTOMATIC DATA PROCESSING | 547,626 | $120.4M | 1.0% | $143.65 | +42.60% | 18 qtrssince 2019-Q1 | Increased 48 |
COMCAST CORP-CLASS A | 2.9M | $119.6M | 1.0% | $30.77 | +12.57% | 18 qtrssince 2019-Q1 | Increased 43 |
UNITED PARCEL SERVICE-CL B | 666,700 | $119.5M | 1.0% | $103.96 | +48.07% | 18 qtrssince 2019-Q1 | Increased 42 |
Boston Trust Walden Corp manages $12.2B across 367 positions as of Q2 2023. Top holdings: MSFT (3.9%), AAPL (3.6%), ACN (1.6%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 9 new positions, 7 exits, 168 increased. Top move: WAT (INCREASED, conviction 61). Portfolio: $12.2B across 367 positions.
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Portfolio allocation by GICS sector
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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