Boston Trust Walden Corp
Institutional investor · Portfolio as of Q2 2024
Top Holdings378 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.3M | $584.2M | 4.3% | $116.22 | +280.32% | 22 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 2M | $419.1M | 3.1% | $95.50 | +118.47% | 22 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 1.5M | $272.1M | 2.0% | $98.69 | +83.40% | 22 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 1.3M | $235.7M | 1.7% | $95.41 | +91.03% | 22 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 1.1M | $212.7M | 1.6% | $95.53 | +104.01% | 22 qtrssince 2019-Q1 | Decreased 0 |
APTARGROUP INC | 1.5M | $206.8M | 1.5% | $105.79 | +29.24% | 22 qtrssince 2019-Q1 | Decreased 0 |
DONALDSON CO INC | 2.8M | $200.5M | 1.5% | $47.97 | +45.39% | 22 qtrssince 2019-Q1 | Increased 48 |
ACCENTURE PLC-CL A | 617,540 | $187.4M | 1.4% | $164.95 | +76.20% | 22 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 681,112 | $178.8M | 1.3% | $160.58 | +60.71% | 22 qtrssince 2019-Q1 | Decreased 0 |
WATERS CORP | 538,012 | $156.1M | 1.2% | $262.45 | +10.54% | 22 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 296,720 | $151.1M | 1.1% | $251.75 | +95.97% | 22 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 1M | $149.8M | 1.1% | $131.50 | +6.18% | 22 qtrssince 2019-Q1 | Decreased 0 |
COSTCO WHOLESALE CORP | 163,960 | $139.4M | 1.0% | $219.26 | +282.90% | 22 qtrssince 2019-Q1 | Decreased 0 |
JONES LANG LASALLE INC | 672,994 | $138.2M | 1.0% | $159.15 | +28.99% | 22 qtrssince 2019-Q1 | Increased 48 |
APPLIED MATERIALS INC | 567,616 | $134M | 1.0% | $159.01 | +45.95% | 11 qtrssince 2021-Q4 | Decreased 0 |
PEPSICO INC | 778,285 | $128.4M | 1.0% | $117.51 | +32.81% | 22 qtrssince 2019-Q1 | Decreased 0 |
AUTOMATIC DATA PROCESSING | 532,042 | $127M | 0.9% | $147.37 | +56.84% | 22 qtrssince 2019-Q1 | Decreased 0 |
HUBBELL INC | 341,578 | $124.8M | 0.9% | $120.15 | +198.41% | 22 qtrssince 2019-Q1 | Decreased 0 |
STRYKER CORP | 364,941 | $124.2M | 0.9% | $188.34 | +78.19% | 22 qtrssince 2019-Q1 | Decreased 0 |
APPLIED INDUSTRIAL TECH INC | 630,915 | $122.4M | 0.9% | $70.31 | +171.70% | 22 qtrssince 2019-Q1 | Increased 43 |
Boston Trust Walden Corp manages $13.5B across 378 positions as of Q2 2024. Top holdings: MSFT (4.3%), AAPL (3.1%), GOOGL (2.0%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 14 new positions, 8 exits, 113 increased. Top move: DCI (INCREASED, conviction 48). Portfolio: $13.5B across 378 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