Boston Trust Walden Corp
Institutional investor · Portfolio as of Q4 2021
Top Holdings390 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 2.9M | $509.3M | 4.1% | $95.50 | +81.63% | 12 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.5M | $495.6M | 4.0% | $113.37 | +189.59% | 12 qtrssince 2019-Q1 | Decreased 0 |
ACCENTURE PLC-CL A | 591,750 | $245.3M | 2.0% | $156.46 | +144.63% | 12 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 72,436 | $209.9M | 1.7% | $107.19 | +35.37% | 12 qtrssince 2019-Q1 | Increased 48 |
ALPHABET INC-CL C | 72,024 | $208.4M | 1.7% | $58.73 | +146.76% | 12 qtrssince 2019-Q1 | Decreased 0 |
COSTCO WHOLESALE CORP | 347,633 | $197.4M | 1.6% | $219.26 | +145.76% | 12 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 1.1M | $175.2M | 1.4% | $93.27 | +52.29% | 12 qtrssince 2019-Q1 | Increased 50 |
VISA INC-CLASS A SHARES | 689,761 | $149.5M | 1.2% | $154.38 | +35.39% | 12 qtrssince 2019-Q1 | Decreased 0 |
NIKE INC -CL B | 891,845 | $148.6M | 1.2% | $77.06 | +103.92% | 12 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 289,546 | $145.4M | 1.2% | $231.97 | +103.26% | 12 qtrssince 2019-Q1 | Increased 49 |
DONALDSON CO INC | 2.4M | $143.9M | 1.2% | $46.83 | +17.48% | 12 qtrssince 2019-Q1 | Decreased 0 |
AUTOMATIC DATA PROCESSING | 537,392 | $132.5M | 1.1% | $138.49 | +62.87% | 12 qtrssince 2019-Q1 | Decreased 0 |
HUBBELL INC | 614,838 | $128.1M | 1.0% | $113.89 | +71.10% | 12 qtrssince 2019-Q1 | Increased 48 |
T ROWE PRICE GROUP INC | 640,060 | $125.9M | 1.0% | $98.79 | +67.30% | 12 qtrssince 2019-Q1 | Increased 49 |
UNION PACIFIC CORP | 489,679 | $123.4M | 1.0% | $146.21 | +55.53% | 12 qtrssince 2019-Q1 | Increased 42 |
JOHNSON & JOHNSON | 721,052 | $123.4M | 1.0% | $120.41 | +27.29% | 12 qtrssince 2019-Q1 | Increased 47 |
UNITED PARCEL SERVICE-CL B | 554,721 | $118.9M | 1.0% | $92.72 | +91.70% | 12 qtrssince 2019-Q1 | Increased 43 |
CHEMED CORP | 223,219 | $118.1M | 0.9% | $445.45 | +17.33% | 12 qtrssince 2019-Q1 | Increased 48 |
WATERS CORP | 313,627 | $116.9M | 0.9% | $238.68 | +55.86% | 12 qtrssince 2019-Q1 | Decreased 0 |
ORACLE CORP | 1.3M | $114.7M | 0.9% | $49.43 | +68.21% | 12 qtrssince 2019-Q1 | Increased 43 |
Boston Trust Walden Corp manages $12.5B across 390 positions as of Q4 2021. Top holdings: AAPL (4.1%), MSFT (4.0%), ACN (2.0%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 16 new positions, 13 exits, 167 increased. Top move: JPM (INCREASED, conviction 50). Portfolio: $12.5B across 390 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer