Boston Trust Walden Corp
Institutional investor · Portfolio as of Q3 2022
Top Holdings355 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 2.7M | $370.3M | 3.7% | $95.50 | +41.95% | 15 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.5M | $342.8M | 3.4% | $114.17 | +102.59% | 15 qtrssince 2019-Q1 | Decreased 0 |
ACCENTURE PLC-CL A | 615,095 | $158.3M | 1.6% | $159.74 | +50.07% | 15 qtrssince 2019-Q1 | Increased 50 |
JOHNSON & JOHNSON | 907,556 | $148.3M | 1.5% | $127.62 | +16.93% | 15 qtrssince 2019-Q1 | Increased 52 |
ALPHABET INC-CL A | 1.5M | $147.2M | 1.5% | $97.26 | -0.58% | 15 qtrssince 2019-Q1 | Increased 77 |
COSTCO WHOLESALE CORP | 308,382 | $145.6M | 1.4% | $219.26 | +105.45% | 15 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 280,235 | $141.5M | 1.4% | $232.06 | +106.94% | 15 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 1.4M | $134.8M | 1.3% | $95.41 | +2.05% | 15 qtrssince 2019-Q1 | Increased 77 |
JPMORGAN CHASE & CO | 1.2M | $130.1M | 1.3% | $93.91 | +3.59% | 15 qtrssince 2019-Q1 | Increased 53 |
DONALDSON CO INC | 2.6M | $127.3M | 1.3% | $46.93 | +0.40% | 15 qtrssince 2019-Q1 | Increased 48 |
VISA INC-CLASS A SHARES | 690,687 | $122.7M | 1.2% | $154.93 | +11.18% | 15 qtrssince 2019-Q1 | Decreased 0 |
APTARGROUP INC | 1.2M | $118M | 1.2% | $103.09 | -12.54% | 15 qtrssince 2019-Q1 | Increased 47 |
AUTOMATIC DATA PROCESSING | 512,807 | $116M | 1.1% | $136.32 | +52.14% | 15 qtrssince 2019-Q1 | Decreased 0 |
MEDPACE HOLDINGS INC | 699,060 | $109.9M | 1.1% | $121.88 | +28.11% | 10 qtrssince 2020-Q2 | Increased 48 |
WATERS CORP | 391,999 | $105.7M | 1.0% | $257.01 | +6.83% | 15 qtrssince 2019-Q1 | Decreased 0 |
HUBBELL INC | 467,016 | $104.1M | 1.0% | $113.89 | +84.77% | 15 qtrssince 2019-Q1 | Decreased 0 |
PEPSICO INC | 633,825 | $103.5M | 1.0% | $106.19 | +41.23% | 15 qtrssince 2019-Q1 | Increased 48 |
UNION PACIFIC CORP | 507,374 | $98.8M | 1.0% | $147.94 | +24.72% | 15 qtrssince 2019-Q1 | Increased 43 |
LINCOLN ELECTRIC HOLDINGS | 765,281 | $96.2M | 1.0% | $85.62 | +41.72% | 15 qtrssince 2019-Q1 | Increased 43 |
BECTON DICKINSON AND CO | 429,123 | $95.6M | 0.9% | $171.12 | -4.58% | 15 qtrssince 2019-Q1 | Decreased 0 |
Boston Trust Walden Corp manages $10.1B across 355 positions as of Q3 2022. Top holdings: AAPL (3.7%), MSFT (3.4%), ACN (1.6%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 5 new positions, 17 exits, 156 increased. Top move: GOOGL (INCREASED, conviction 77). Portfolio: $10.1B across 355 positions.
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Portfolio allocation by GICS sector
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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