Boston Trust Walden Corp
Institutional investor · Portfolio as of Q3 2023
Top Holdings360 positions
MICROSOFT CORP | 1.4M | $432.9M | 3.6% | $115.51 | +167.09% | 19 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 2.2M | $378.5M | 3.2% | $46.05 | +266.84% | 19 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 1.5M | $202.5M | 1.7% | $106.31 | +21.94% | 19 qtrssince 2019-Q1 | Decreased 0 |
ACCENTURE PLC IRELAND | 642,327 | $197.3M | 1.7% | $162.64 | +77.37% | 19 qtrssince 2019-Q1 | Increased 48 |
JPMORGAN CHASE & CO | 1.2M | $179.5M | 1.5% | $94.36 | +43.87% | 19 qtrssince 2019-Q1 | Decreased 0 |
APTARGROUP INC | 1.4M | $177.2M | 1.5% | $104.40 | +15.21% | 19 qtrssince 2019-Q1 | Increased 49 |
ALPHABET INC | 1.3M | $175.2M | 1.5% | $58.62 | +122.80% | 19 qtrssince 2019-Q1 | Decreased 0 |
DONALDSON INC | 2.8M | $165.4M | 1.4% | $47.08 | +21.16% | 19 qtrssince 2019-Q1 | Increased 49 |
VISA INC | 706,316 | $162.5M | 1.4% | $158.85 | +41.53% | 19 qtrssince 2019-Q1 | Increased 51 |
JOHNSON & JOHNSON | 1M | $160.3M | 1.3% | $128.64 | +11.18% | 19 qtrssince 2019-Q1 | Increased 48 |
WATERS CORP | 571,498 | $156.7M | 1.3% | $261.22 | +4.97% | 19 qtrssince 2019-Q1 | Increased 52 |
COSTCO WHOLESALE CORPORATION | 272,682 | $154.1M | 1.3% | $219.26 | +147.62% | 19 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 304,389 | $153.5M | 1.3% | $245.72 | +92.69% | 19 qtrssince 2019-Q1 | Increased 48 |
AUTOMATIC DATA PROCESSING IN | 552,936 | $133M | 1.1% | $143.51 | +56.01% | 19 qtrssince 2019-Q1 | Increased 48 |
MEDPACE HLDGS INC | 539,955 | $130.7M | 1.1% | $125.32 | +93.20% | 14 qtrssince 2020-Q2 | Decreased 0 |
COMCAST CORP NEW | 2.9M | $128M | 1.1% | $30.32 | +20.89% | 19 qtrssince 2019-Q1 | Increased 47 |
UNION PAC CORP | 622,605 | $126.8M | 1.1% | $153.63 | +24.07% | 19 qtrssince 2019-Q1 | Decreased 0 |
CHOICE HOTELS INTL INC | 1M | $124.5M | 1.0% | $102.87 | +15.91% | 19 qtrssince 2019-Q1 | Increased 52 |
FACTSET RESH SYS INC | 278,714 | $121.9M | 1.0% | $314.60 | +33.97% | 19 qtrssince 2019-Q1 | Increased 56 |
QUALYS INC | 794,790 | $121.2M | 1.0% | $120.49 | +26.61% | 11 qtrssince 2021-Q1 | Increased 50 |
Boston Trust Walden Corp manages $11.9B across 360 positions as of Q3 2023. Top holdings: MSFT (3.6%), AAPL (3.2%), GOOGL (1.7%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 5 new positions, 12 exits, 152 increased. Top move: FDS (INCREASED, conviction 56). Portfolio: $11.9B across 360 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