Boston Trust Walden Corp
Institutional investor · Portfolio as of Q3 2021
Top Holdings387 positions
Microsoft Corporation | 1.5M | $430.2M | 3.8% | $112.71 | +140.07% | 11 qtrssince 2019-Q1 | Decreased 0 |
Apple Inc. | 2.9M | $417M | 3.7% | $46.05 | +199.71% | 11 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 73,939 | $197.1M | 1.7% | $58.62 | +125.19% | 11 qtrssince 2019-Q1 | Decreased 0 |
Accenture Plc | 602,669 | $192.8M | 1.7% | $155.21 | +88.23% | 11 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 71,887 | $192.2M | 1.7% | $106.26 | +24.62% | 11 qtrssince 2019-Q1 | Increased 78 |
JPMorgan Chase & Co. | 1.1M | $173.1M | 1.5% | $89.59 | +60.43% | 11 qtrssince 2019-Q1 | Increased 48 |
Costco Wholesale Corporation | 374,601 | $168.3M | 1.5% | $219.26 | +94.21% | 11 qtrssince 2019-Q1 | Decreased 0 |
Visa Inc. | 693,626 | $154.5M | 1.4% | $154.38 | +38.92% | 11 qtrssince 2019-Q1 | Decreased 0 |
Donaldson Company, Inc. | 2.4M | $139.9M | 1.2% | $46.20 | +15.12% | 11 qtrssince 2019-Q1 | Increased 55 |
NIKE, Inc. | 908,592 | $132M | 1.2% | $75.08 | +76.50% | 11 qtrssince 2019-Q1 | Decreased 0 |
T. Rowe Price Group, Inc. | 623,855 | $122.7M | 1.1% | $93.63 | +67.56% | 11 qtrssince 2019-Q1 | Decreased 0 |
Comcast Corporation | 2M | $114.2M | 1.0% | $30.67 | +42.97% | 11 qtrssince 2019-Q1 | Increased 49 |
Waters Corporation | 315,718 | $112.8M | 1.0% | — | — | 11 qtrssince 2019-Q1 | Decreased 0 |
Automatic Data Processing, Inc. | 561,169 | $112.2M | 1.0% | $135.45 | +32.01% | 11 qtrssince 2019-Q1 | Decreased 0 |
Oracle Corporation | 1.3M | $112.1M | 1.0% | $48.17 | +68.47% | 11 qtrssince 2019-Q1 | Decreased 0 |
U.S. Bancorp | 1.9M | $112M | 1.0% | $38.41 | +24.20% | 11 qtrssince 2019-Q1 | Increased 44 |
UnitedHealth Group Incorporated | 283,458 | $110.8M | 1.0% | $222.44 | +60.48% | 11 qtrssince 2019-Q1 | Decreased 0 |
Hubbell Incorporated | 609,010 | $110M | 1.0% | $112.16 | +49.21% | 11 qtrssince 2019-Q1 | Decreased 0 |
Stryker Corporation | 412,225 | $108.7M | 1.0% | $181.68 | +37.70% | 11 qtrssince 2019-Q1 | Decreased 0 |
Johnson & Johnson | 652,671 | $105.4M | 0.9% | $115.02 | +22.11% | 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 Score: 2.5/5.0.
Active quarter - 12 new positions, 10 exits, 181 increased. Top move: GOOGL (INCREASED, conviction 78). Portfolio: $11.3B across 387 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