Boston Trust Walden Corp
Institutional investor · Portfolio as of Q4 2020
Top Holdings372 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 3.1M | $406.5M | 4.3% | $95.15 | +35.39% | 8 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.5M | $339.1M | 3.6% | $112.57 | +88.96% | 8 qtrssince 2019-Q1 | Increased 58 |
ALPHABET INC-CL C | 126,672 | $221.9M | 2.4% | $58.35 | +47.96% | 8 qtrssince 2019-Q1 | Increased 53 |
ACCENTURE PLC-CL A | 623,796 | $162.9M | 1.7% | $156.46 | +52.26% | 8 qtrssince 2019-Q1 | Increased 48 |
COSTCO WHOLESALE CORP | 395,514 | $149M | 1.6% | $218.85 | +62.18% | 8 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 660,585 | $144.5M | 1.5% | $150.64 | +39.20% | 8 qtrssince 2019-Q1 | Increased 48 |
NIKE INC -CL B | 962,695 | $136.2M | 1.5% | $77.06 | +71.09% | 8 qtrssince 2019-Q1 | Decreased 0 |
AUTOMATIC DATA PROCESSING | 691,114 | $121.8M | 1.3% | $136.19 | +14.80% | 8 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 916,760 | $116.5M | 1.2% | $84.04 | +30.42% | 8 qtrssince 2019-Q1 | Increased 48 |
DONALDSON CO INC | 2M | $112.5M | 1.2% | $44.98 | +15.32% | 8 qtrssince 2019-Q1 | Decreased 0 |
COMCAST CORP-CLASS A | 1.9M | $100.6M | 1.1% | $31.07 | +32.78% | 8 qtrssince 2019-Q1 | Decreased 0 |
STRYKER CORP | 409,746 | $100.4M | 1.1% | $182.38 | +26.05% | 8 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 633,883 | $99.8M | 1.1% | $115.66 | +17.06% | 8 qtrssince 2019-Q1 | Increased 47 |
UNION PACIFIC CORP | 470,666 | $98M | 1.0% | $144.10 | +27.81% | 8 qtrssince 2019-Q1 | Increased 47 |
UNITEDHEALTH GROUP INC | 276,408 | $96.9M | 1.0% | $221.51 | +43.55% | 8 qtrssince 2019-Q1 | Decreased 0 |
BECTON DICKINSON AND CO | 382,786 | $95.8M | 1.0% | $170.46 | +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% | $100.35 | +25.82% | 8 qtrssince 2019-Q1 | Increased 42 |
ORACLE CORP | 1.3M | $85.5M | 0.9% | $48.52 | +23.47% | 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 Rating: 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.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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