Boston Trust Walden Corp
Institutional investor · Portfolio as of Q4 2020
Top Holdings372 positions
APPLE INC | 3.1M | $406.5M | 4.3% | $45.24 | +184.72% | 8 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.5M | $339.1M | 3.6% | $111.88 | +89.55% | 8 qtrssince 2019-Q1 | Increased 58 |
ALPHABET INC | 126,672 | $221.9M | 2.4% | $58.24 | +49.00% | 8 qtrssince 2019-Q1 | Increased 53 |
ACCENTURE PLC IRELAND | 623,796 | $162.9M | 1.7% | $155.21 | +52.26% | 8 qtrssince 2019-Q1 | Increased 48 |
COSTCO WHOLESALE CORPORATION | 395,514 | $149M | 1.6% | $218.85 | +62.18% | 8 qtrssince 2019-Q1 | Decreased 0 |
VISA INC | 660,585 | $144.5M | 1.5% | $150.64 | +39.20% | 8 qtrssince 2019-Q1 | Increased 48 |
NIKE INC | 962,695 | $136.2M | 1.5% | $75.08 | +70.95% | 8 qtrssince 2019-Q1 | Decreased 0 |
AUTOMATIC DATA PROCESSING IN | 691,114 | $121.8M | 1.3% | $135.32 | +14.80% | 8 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 916,760 | $116.5M | 1.2% | $83.27 | +32.14% | 8 qtrssince 2019-Q1 | Increased 48 |
DONALDSON INC | 2M | $112.5M | 1.2% | $44.69 | +14.65% | 8 qtrssince 2019-Q1 | Decreased 0 |
COMCAST CORP NEW | 1.9M | $100.6M | 1.1% | $29.84 | +35.85% | 8 qtrssince 2019-Q1 | Decreased 0 |
STRYKER CORPORATION | 409,746 | $100.4M | 1.1% | $181.00 | +27.48% | 8 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 633,883 | $99.8M | 1.1% | $113.84 | +18.05% | 8 qtrssince 2019-Q1 | Increased 47 |
UNION PAC CORP | 470,666 | $98M | 1.0% | $141.96 | +29.19% | 8 qtrssince 2019-Q1 | Increased 47 |
UNITEDHEALTH GROUP INC | 276,408 | $96.9M | 1.0% | $217.23 | +45.92% | 8 qtrssince 2019-Q1 | Decreased 0 |
BECTON DICKINSON & CO | 382,786 | $95.8M | 1.0% | $169.46 | +2.49% | 8 qtrssince 2019-Q1 | Decreased 0 |
APTARGROUP INC | 687,834 | $94.2M | 1.0% | $96.86 | +31.27% | 8 qtrssince 2019-Q1 | Increased 47 |
WATERS CORP | 367,120 | $90.8M | 1.0% | $236.31 | +3.91% | 8 qtrssince 2019-Q1 | Increased 45 |
PEPSICO INC | 580,093 | $86M | 0.9% | $97.40 | +26.65% | 8 qtrssince 2019-Q1 | Increased 42 |
ORACLE CORP | 1.3M | $85.5M | 0.9% | $48.19 | +24.02% | 8 qtrssince 2019-Q1 | Increased 42 |
Boston Trust Walden Corp manages $9.4B across 372 positions as of Q4 2020. Top holdings: AAPL (4.3%), MSFT (3.6%), GOOG (2.4%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 19 new positions, 10 exits, 164 increased. Top move: MSFT (INCREASED, conviction 58). Portfolio: $9.4B across 372 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