Boston Trust Walden Corp
Institutional investor · Portfolio as of Q3 2021
Top Holdings387 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.5M | $430.2M | 3.8% | $113.37 | +141.94% | 11 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 2.9M | $417M | 3.7% | $95.50 | +44.53% | 11 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 73,939 | $197.1M | 1.7% | $58.73 | +127.35% | 11 qtrssince 2019-Q1 | Decreased 0 |
ACCENTURE PLC-CL A | 602,669 | $192.8M | 1.7% | $156.46 | +88.23% | 11 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 71,887 | $192.2M | 1.7% | $106.90 | +24.74% | 11 qtrssince 2019-Q1 | Increased 78 |
JPMORGAN CHASE & CO | 1.1M | $173.1M | 1.5% | $91.00 | +62.47% | 11 qtrssince 2019-Q1 | Increased 48 |
COSTCO WHOLESALE CORP | 374,601 | $168.3M | 1.5% | $219.26 | +94.21% | 11 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 693,626 | $154.5M | 1.4% | $154.38 | +38.92% | 11 qtrssince 2019-Q1 | Decreased 0 |
DONALDSON CO INC | 2.4M | $139.9M | 1.2% | $46.83 | +18.91% | 11 qtrssince 2019-Q1 | Increased 55 |
NIKE INC -CL B | 908,592 | $132M | 1.2% | $77.06 | +77.46% | 11 qtrssince 2019-Q1 | Decreased 0 |
T ROWE PRICE GROUP INC | 623,855 | $122.7M | 1.1% | $97.06 | +72.52% | 11 qtrssince 2019-Q1 | Decreased 0 |
COMCAST CORP-CLASS A | 2M | $114.2M | 1.0% | $31.94 | +42.98% | 11 qtrssince 2019-Q1 | Increased 49 |
WATERS CORP | 315,718 | $112.8M | 1.0% | $238.68 | +53.00% | 11 qtrssince 2019-Q1 | Decreased 0 |
AUTOMATIC DATA PROCESSING | 561,169 | $112.2M | 1.0% | $138.49 | +31.79% | 11 qtrssince 2019-Q1 | Decreased 0 |
ORACLE CORP | 1.3M | $112.1M | 1.0% | $48.69 | +76.44% | 11 qtrssince 2019-Q1 | Decreased 0 |
US BANCORP | 1.9M | $112M | 1.0% | $39.58 | +25.69% | 11 qtrssince 2019-Q1 | Increased 44 |
UNITEDHEALTH GROUP INC | 283,458 | $110.8M | 1.0% | $226.82 | +64.47% | 11 qtrssince 2019-Q1 | Decreased 0 |
HUBBELL INC | 609,010 | $110M | 1.0% | $113.11 | +52.70% | 11 qtrssince 2019-Q1 | Decreased 0 |
STRYKER CORP | 412,225 | $108.7M | 1.0% | $183.06 | +40.01% | 11 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 652,671 | $105.4M | 0.9% | $116.96 | +23.92% | 11 qtrssince 2019-Q1 | Increased 44 |
Boston Trust Walden Corp manages $11.3B across 387 positions as of Q3 2021. Top holdings: MSFT (3.8%), AAPL (3.7%), GOOG (1.7%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 11 new positions, 9 exits, 181 increased. Top move: GOOGL (INCREASED, conviction 78). Portfolio: $11.3B across 387 positions.
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Portfolio allocation by GICS sector
Behavioral investing profile
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