Boston Trust Walden Corp
Institutional investor · Portfolio as of Q3 2020
Top Holdings363 positions
APPLE INC | 3.1M | $361M | 4.5% | $45.24 | +148.07% | 7 qtrssince 2019-Q1 | Increased 92 |
MICROSOFT CORP | 1.5M | $316M | 3.9% | $110.40 | +81.19% | 7 qtrssince 2019-Q1 | Increased 57 |
ALPHABET INC | 125,941 | $185.1M | 2.3% | $58.07 | +25.35% | 7 qtrssince 2019-Q1 | Decreased 0 |
COSTCO WHOLESALE CORPORATION | 395,615 | $140.4M | 1.7% | $218.85 | +48.62% | 7 qtrssince 2019-Q1 | Decreased 0 |
ACCENTURE PLC IRELAND | 620,705 | $140.3M | 1.7% | $154.81 | +31.56% | 7 qtrssince 2019-Q1 | Decreased 0 |
VISA INC | 651,154 | $130.2M | 1.6% | $149.78 | +27.79% | 7 qtrssince 2019-Q1 | Increased 49 |
NIKE INC | 991,216 | $124.4M | 1.5% | $75.08 | +51.40% | 7 qtrssince 2019-Q1 | Decreased 0 |
DONALDSON INC | 2.1M | $98.7M | 1.2% | $44.69 | -5.13% | 7 qtrssince 2019-Q1 | Increased 48 |
AUTOMATIC DATA PROCESSING IN | 691,860 | $96.5M | 1.2% | $135.32 | -9.61% | 7 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 631,672 | $94M | 1.2% | $113.77 | +10.97% | 7 qtrssince 2019-Q1 | Decreased 0 |
UNION PAC CORP | 468,667 | $92.3M | 1.1% | $141.78 | +21.73% | 7 qtrssince 2019-Q1 | Decreased 0 |
BECTON DICKINSON & CO | 383,379 | $89.2M | 1.1% | $169.46 | -5.02% | 7 qtrssince 2019-Q1 | Decreased 0 |
COMCAST CORP NEW | 1.9M | $88.9M | 1.1% | $29.84 | +19.33% | 7 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 278,170 | $86.7M | 1.1% | $217.23 | +29.26% | 7 qtrssince 2019-Q1 | Increased 47 |
JPMORGAN CHASE & CO | 897,429 | $86.4M | 1.1% | $82.70 | -0.11% | 7 qtrssince 2019-Q1 | Decreased 0 |
STRYKER CORPORATION | 410,285 | $85.5M | 1.1% | $181.00 | +8.12% | 7 qtrssince 2019-Q1 | Increased 47 |
UNITED PARCEL SVCS INC | 496,048 | $82.7M | 1.0% | $81.66 | +57.52% | 7 qtrssince 2019-Q1 | Decreased 0 |
EVERSOURCE ENERGY | 967,019 | $80.8M | 1.0% | $54.89 | +20.66% | 7 qtrssince 2019-Q1 | Decreased 0 |
PEPSICO INC | 572,687 | $79.4M | 1.0% | $97.06 | +17.93% | 7 qtrssince 2019-Q1 | Increased 42 |
ORACLE CORP | 1.3M | $78.6M | 1.0% | $48.14 | +14.10% | 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 Score: 2.5/5.0.
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
Verify source filings on SEC EDGAR