Boston Trust Walden Corp
Institutional investor · Portfolio as of Q4 2022
Top Holdings362 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.5M | $359.1M | 3.2% | $116.22 | +101.54% | 16 qtrssince 2019-Q1 | Increased 58 |
APPLE INC | 2.5M | $326.9M | 2.9% | $95.50 | +33.67% | 16 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 1.3M | $176.4M | 1.6% | $95.53 | +29.79% | 16 qtrssince 2019-Q1 | Increased 51 |
JOHNSON & JOHNSON | 982,387 | $173.5M | 1.5% | $130.18 | +23.87% | 16 qtrssince 2019-Q1 | Increased 52 |
ACCENTURE PLC-CL A | 641,094 | $171.1M | 1.5% | $163.39 | +52.84% | 16 qtrssince 2019-Q1 | Increased 50 |
DONALDSON CO INC | 2.6M | $153.4M | 1.3% | $46.96 | +19.31% | 16 qtrssince 2019-Q1 | Increased 48 |
UNITEDHEALTH GROUP INC | 278,588 | $147.7M | 1.3% | $232.06 | +116.28% | 16 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 691,719 | $143.7M | 1.3% | $155.00 | +30.26% | 16 qtrssince 2019-Q1 | Increased 48 |
ALPHABET INC-CL A | 1.6M | $142.3M | 1.3% | $96.81 | -9.55% | 16 qtrssince 2019-Q1 | Increased 50 |
COSTCO WHOLESALE CORP | 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-CL C | 1.4M | $123.9M | 1.1% | $95.41 | -7.69% | 16 qtrssince 2019-Q1 | Decreased 0 |
AUTOMATIC DATA PROCESSING | 507,291 | $121.2M | 1.1% | $136.32 | +61.45% | 16 qtrssince 2019-Q1 | Decreased 0 |
PEPSICO INC | 644,558 | $116.4M | 1.0% | $107.15 | +52.71% | 16 qtrssince 2019-Q1 | Increased 48 |
MEDPACE HOLDINGS INC | 547,442 | $116.3M | 1.0% | $121.88 | +74.28% | 11 qtrssince 2020-Q2 | Decreased 0 |
NIKE INC -CL B | 977,156 | $114.3M | 1.0% | $80.17 | +38.40% | 16 qtrssince 2019-Q1 | Increased 52 |
UNION PACIFIC CORP | 551,534 | $114.2M | 1.0% | $151.55 | +27.35% | 16 qtrssince 2019-Q1 | Increased 52 |
BECTON DICKINSON AND CO | 440,526 | $112M | 1.0% | $171.54 | +9.04% | 16 qtrssince 2019-Q1 | Increased 43 |
STRYKER CORP | 457,515 | $111.9M | 1.0% | $185.65 | +27.92% | 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 Rating: 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.
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