Boston Trust Walden Corp
Institutional investor · Portfolio as of Q3 2020
Top Holdings363 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 3.1M | $361M | 4.5% | $95.15 | +17.96% | 7 qtrssince 2019-Q1 | Increased 92 |
MICROSOFT CORP | 1.5M | $316M | 3.9% | $111.09 | +78.55% | 7 qtrssince 2019-Q1 | Increased 57 |
ALPHABET INC-CL C | 125,941 | $185.1M | 2.3% | $58.18 | +25.32% | 7 qtrssince 2019-Q1 | Decreased 0 |
COSTCO WHOLESALE CORP | 395,615 | $140.4M | 1.7% | $218.85 | +48.62% | 7 qtrssince 2019-Q1 | Decreased 0 |
ACCENTURE PLC-CL A | 620,705 | $140.3M | 1.7% | $156.05 | +31.56% | 7 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 651,154 | $130.2M | 1.6% | $149.78 | +27.79% | 7 qtrssince 2019-Q1 | Increased 49 |
NIKE INC -CL B | 991,216 | $124.4M | 1.5% | $77.06 | +52.37% | 7 qtrssince 2019-Q1 | Decreased 0 |
DONALDSON CO INC | 2.1M | $98.7M | 1.2% | $44.98 | -5.16% | 7 qtrssince 2019-Q1 | Increased 48 |
AUTOMATIC DATA PROCESSING | 691,860 | $96.5M | 1.2% | $138.37 | -10.87% | 7 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 631,672 | $94M | 1.2% | $115.59 | +9.62% | 7 qtrssince 2019-Q1 | Decreased 0 |
UNION PACIFIC CORP | 468,667 | $92.3M | 1.1% | $143.93 | +21.96% | 7 qtrssince 2019-Q1 | Decreased 0 |
BECTON DICKINSON AND CO | 383,379 | $89.2M | 1.1% | $172.76 | -7.98% | 7 qtrssince 2019-Q1 | Decreased 0 |
COMCAST CORP-CLASS A | 1.9M | $88.9M | 1.1% | $31.07 | +19.17% | 7 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 278,170 | $86.7M | 1.1% | $221.51 | +26.11% | 7 qtrssince 2019-Q1 | Increased 47 |
JPMORGAN CHASE & CO | 897,429 | $86.4M | 1.1% | $83.49 | -1.07% | 7 qtrssince 2019-Q1 | Decreased 0 |
STRYKER CORP | 410,285 | $85.5M | 1.1% | $182.38 | +6.34% | 7 qtrssince 2019-Q1 | Increased 47 |
UNITED PARCEL SERVICE-CL B | 496,048 | $82.7M | 1.0% | $85.54 | +59.28% | 7 qtrssince 2019-Q1 | Decreased 0 |
EVERSOURCE ENERGY COM STK | 967,019 | $80.8M | 1.0% | $56.78 | +19.92% | 7 qtrssince 2019-Q1 | Decreased 0 |
PEPSICO INC | 572,687 | $79.4M | 1.0% | $100.02 | +16.71% | 7 qtrssince 2019-Q1 | Increased 42 |
ORACLE CORP | 1.3M | $78.6M | 1.0% | $48.48 | +13.66% | 7 qtrssince 2019-Q1 | Decreased 0 |
Boston Trust Walden Corp manages $8B across 363 positions as of Q3 2020. Top holdings: AAPL (4.5%), MSFT (3.9%), GOOG (2.3%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 14 new positions, 11 exits, 168 increased. Top move: AAPL (INCREASED, conviction 92). Portfolio: $8.0B across 363 positions.
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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