Boston Trust Walden Corp
Institutional investor · Portfolio as of Q3 2023
Top Holdings360 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.4M | $432.9M | 3.6% | — | — | — | Decreased 0 |
APPLE INC | 2.2M | $378.5M | 3.2% | — | — | — | Decreased 0 |
ALPHABET INC-CL A | 1.5M | $202.5M | 1.7% | — | — | — | Decreased 0 |
ACCENTURE PLC-CL A | 642,327 | $197.3M | 1.7% | — | — | — | Increased 48 |
JPMORGAN CHASE & CO | 1.2M | $179.5M | 1.5% | — | — | — | Decreased 0 |
APTARGROUP INC | 1.4M | $177.2M | 1.5% | — | — | — | Increased 49 |
ALPHABET INC-CL C | 1.3M | $175.2M | 1.5% | — | — | — | Decreased 0 |
DONALDSON CO INC | 2.8M | $165.4M | 1.4% | — | — | — | Increased 49 |
VISA INC-CLASS A SHARES | 706,316 | $162.5M | 1.4% | — | — | — | Increased 51 |
JOHNSON & JOHNSON | 1M | $160.3M | 1.3% | — | — | — | Increased 48 |
WATERS CORP | 571,498 | $156.7M | 1.3% | — | — | — | Increased 52 |
COSTCO WHOLESALE CORP | 272,682 | $154.1M | 1.3% | — | — | — | Decreased 0 |
UNITEDHEALTH GROUP INC | 304,389 | $153.5M | 1.3% | — | — | — | Increased 48 |
AUTOMATIC DATA PROCESSING | 552,936 | $133M | 1.1% | — | — | — | Increased 48 |
MEDPACE HOLDINGS INC | 539,955 | $130.7M | 1.1% | — | — | — | Decreased 0 |
COMCAST CORP-CLASS A | 2.9M | $128M | 1.1% | — | — | — | Increased 47 |
UNION PACIFIC CORP | 622,605 | $126.8M | 1.1% | — | — | — | Decreased 0 |
CHOICE HOTELS INTL INC | 1M | $124.5M | 1.0% | — | — | — | Increased 52 |
FACTSET RESEARCH SYSTEMS INC | 278,714 | $121.9M | 1.0% | — | — | — | Increased 56 |
QUALYS INC | 794,790 | $121.2M | 1.0% | — | — | — | 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 Rating: 2.5/5.0.
Active quarter - 5 new positions, 12 exits, 152 increased. Top move: FDS (INCREASED, conviction 56). Portfolio: $11.9B across 360 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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