Boston Trust Walden Corp
Institutional investor · Portfolio as of Q4 2022
Top Holdings362 positions
Microsoft Corp. | 1.5M | $359.1M | 3.2% | $115.51 | +101.49% | 16 qtrssince 2019-Q1 | Increased 58 |
Apple Inc. | 2.5M | $326.9M | 2.9% | $46.05 | +177.21% | 16 qtrssince 2019-Q1 | Decreased 0 |
JPMorgan Chase & Co. | 1.3M | $176.4M | 1.6% | $94.36 | +30.14% | 16 qtrssince 2019-Q1 | Increased 51 |
Johnson & Johnson | 982,387 | $173.5M | 1.5% | $127.83 | +24.15% | 16 qtrssince 2019-Q1 | Increased 52 |
Accenture PLC | 641,094 | $171.1M | 1.5% | $163.39 | +52.84% | 16 qtrssince 2019-Q1 | Increased 50 |
DONALDSON INC | 2.6M | $153.4M | 1.3% | $46.31 | +20.15% | 16 qtrssince 2019-Q1 | Increased 48 |
UnitedHealth Group Inc. | 278,588 | $147.7M | 1.3% | $227.53 | +116.31% | 16 qtrssince 2019-Q1 | Decreased 0 |
Visa Inc | 691,719 | $143.7M | 1.3% | $155.00 | +30.26% | 16 qtrssince 2019-Q1 | Increased 48 |
Alphabet Inc. | 1.6M | $142.3M | 1.3% | $106.31 | -17.79% | 16 qtrssince 2019-Q1 | Increased 50 |
Costco Wholesale Corporation | 306,531 | $139.9M | 1.2% | $219.26 | +98.94% | 16 qtrssince 2019-Q1 | Decreased 0 |
WATERS CORP | 404,346 | $138.5M | 1.2% | $259.62 | +31.95% | 16 qtrssince 2019-Q1 | Increased 49 |
APTARGROUP INC | 1.3M | $137.6M | 1.2% | $103.10 | +1.60% | 16 qtrssince 2019-Q1 | Increased 48 |
Alphabet Inc. | 1.4M | $123.9M | 1.1% | $58.62 | +49.94% | 16 qtrssince 2019-Q1 | Decreased 0 |
Automatic Data Processing, Inc. | 507,291 | $121.2M | 1.1% | $135.45 | +61.45% | 16 qtrssince 2019-Q1 | Decreased 0 |
PEPSICO INC | 644,558 | $116.4M | 1.0% | $103.91 | +52.82% | 16 qtrssince 2019-Q1 | Increased 48 |
Medpace Holdings Inc. | 547,442 | $116.3M | 1.0% | $123.58 | +71.88% | 11 qtrssince 2020-Q2 | Decreased 0 |
NIKE INC | 977,156 | $114.3M | 1.0% | $77.78 | +39.00% | 16 qtrssince 2019-Q1 | Increased 52 |
Union Pacific Corporation | 551,534 | $114.2M | 1.0% | $149.24 | +27.39% | 16 qtrssince 2019-Q1 | Increased 52 |
BECTON DICKINSON & CO | 440,526 | $112M | 1.0% | $170.53 | +9.04% | 16 qtrssince 2019-Q1 | Increased 43 |
Stryker Corporation | 457,515 | $111.9M | 1.0% | $183.97 | +27.99% | 16 qtrssince 2019-Q1 | Increased 43 |
Boston Trust Walden Corp manages $11.4B across 362 positions as of Q4 2022. Top holdings: MSFT (3.2%), AAPL (2.9%), JPM (1.6%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 14 new positions, 7 exits, 138 increased. Top move: MSFT (INCREASED, conviction 58). Portfolio: $11.4B across 362 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
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