Boston Trust Walden Corp
Institutional investor · Portfolio as of Q3 2019
Top Holdings375 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.7M | $237.3M | 3.0% | $110.82 | +17.61% | 3 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1M | $228.7M | 2.9% | $45.24 | +18.76% | 3 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 140,710 | $171.5M | 2.2% | $58.16 | +4.54% | 3 qtrssince 2019-Q1 | Increased 52 |
COSTCO WHOLESALE CORP | 488,744 | $140.8M | 1.8% | $218.85 | +19.57% | 3 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 1.2M | $137.8M | 1.7% | $83.49 | +18.01% | 3 qtrssince 2019-Q1 | Decreased 0 |
ACCENTURE PLC-CL A | 667,921 | $128.5M | 1.6% | $156.03 | +10.18% | 3 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 706,655 | $121.6M | 1.5% | $148.12 | +10.46% | 3 qtrssince 2019-Q1 | Decreased 0 |
BECTON DICKINSON AND CO | 474,812 | $120.1M | 1.5% | $170.46 | +1.92% | 3 qtrssince 2019-Q1 | Decreased 0 |
AUTOMATIC DATA PROCESSING | 688,588 | $111.2M | 1.4% | $136.29 | +2.03% | 3 qtrssince 2019-Q1 | Decreased 0 |
NIKE INC -CL B | 1.1M | $105.3M | 1.3% | $77.06 | +10.21% | 3 qtrssince 2019-Q1 | Decreased 0 |
DONALDSON CO INC | 2M | $104.1M | 1.3% | $44.97 | +3.99% | 3 qtrssince 2019-Q1 | Increased 48 |
COMCAST CORP-CLASS A | 2.2M | $99.6M | 1.3% | $31.07 | +13.08% | 3 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 748,409 | $96.8M | 1.2% | $115.59 | -6.68% | 3 qtrssince 2019-Q1 | Decreased 0 |
UNION PACIFIC CORP | 551,303 | $89.3M | 1.1% | $143.93 | -1.59% | 3 qtrssince 2019-Q1 | Decreased 0 |
ORACLE CORP | 1.6M | $89.2M | 1.1% | $48.48 | +1.55% | 3 qtrssince 2019-Q1 | Decreased 0 |
PNC FINANCIAL SERVICES GROUP | 634,975 | $89M | 1.1% | $93.81 | +16.05% | 3 qtrssince 2019-Q1 | Decreased 0 |
US BANCORP | 1.6M | $86.8M | 1.1% | $36.43 | +16.65% | 3 qtrssince 2019-Q1 | Decreased 0 |
EVERSOURCE ENERGY COM STK | 1M | $86.8M | 1.1% | $56.62 | +20.40% | 3 qtrssince 2019-Q1 | Increased 49 |
ROSS STORES INC | 777,962 | $85.5M | 1.1% | $87.23 | +17.59% | 3 qtrssince 2019-Q1 | Decreased 0 |
STRYKER CORP | 392,535 | $84.9M | 1.1% | $183.88 | +8.68% | 3 qtrssince 2019-Q1 | Decreased 0 |
Boston Trust Walden Corp manages $8B across 375 positions as of Q3 2019. Top holdings: MSFT (3.0%), AAPL (2.9%), GOOG (2.2%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 10 new positions, 13 exits, 185 increased. Top move: GOOG (INCREASED, conviction 52). Portfolio: $8.0B across 375 positions.
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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