Boston Trust Walden Corp
Institutional investor · Portfolio as of Q4 2023
Top Holdings372 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.4M | $512.7M | 3.9% | $116.22 | +218.82% | 20 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 2.2M | $423.5M | 3.2% | $95.50 | +99.18% | 20 qtrssince 2019-Q1 | Decreased 0 |
ACCENTURE PLC-CL A | 646,162 | $226.7M | 1.7% | $164.95 | +102.26% | 20 qtrssince 2019-Q1 | Increased 48 |
ALPHABET INC-CL A | 1.6M | $220.8M | 1.7% | $97.69 | +41.92% | 20 qtrssince 2019-Q1 | Increased 49 |
JPMORGAN CHASE & CO | 1.2M | $209.5M | 1.6% | $95.53 | +69.53% | 20 qtrssince 2019-Q1 | Decreased 0 |
WATERS CORP | 582,048 | $191.6M | 1.4% | $262.45 | +25.44% | 20 qtrssince 2019-Q1 | Increased 49 |
VISA INC-CLASS A SHARES | 719,200 | $187.2M | 1.4% | $160.58 | +58.82% | 20 qtrssince 2019-Q1 | Increased 49 |
ALPHABET INC-CL C | 1.3M | $184.9M | 1.4% | $95.41 | +46.61% | 20 qtrssince 2019-Q1 | Decreased 0 |
DONALDSON CO INC | 2.8M | $184M | 1.4% | $47.94 | +31.85% | 20 qtrssince 2019-Q1 | Increased 49 |
COSTCO WHOLESALE CORP | 271,771 | $179.4M | 1.4% | $219.26 | +196.44% | 20 qtrssince 2019-Q1 | Decreased 0 |
APTARGROUP INC | 1.4M | $177.8M | 1.3% | $104.62 | +14.03% | 20 qtrssince 2019-Q1 | Increased 49 |
JOHNSON & JOHNSON | 1M | $164.4M | 1.2% | $131.25 | +12.32% | 20 qtrssince 2019-Q1 | Increased 49 |
UNITEDHEALTH GROUP INC | 304,879 | $160.5M | 1.2% | $250.81 | +101.71% | 20 qtrssince 2019-Q1 | Increased 48 |
UNION PACIFIC CORP | 621,854 | $152.7M | 1.2% | $155.69 | +50.74% | 20 qtrssince 2019-Q1 | Decreased 0 |
MEDPACE HOLDINGS INC | 488,271 | $149.7M | 1.1% | $123.53 | +148.14% | 15 qtrssince 2020-Q2 | Decreased 0 |
FACTSET RESEARCH SYSTEMS INC | 287,730 | $137.3M | 1.0% | $324.39 | +44.02% | 20 qtrssince 2019-Q1 | Increased 49 |
JONES LANG LASALLE INC | 710,236 | $134.1M | 1.0% | $158.61 | +19.08% | 20 qtrssince 2019-Q1 | Increased 57 |
STRYKER CORP | 443,458 | $132.8M | 1.0% | $188.34 | +56.10% | 20 qtrssince 2019-Q1 | Increased 49 |
AUTOMATIC DATA PROCESSING | 560,047 | $130.5M | 1.0% | $147.37 | +51.33% | 20 qtrssince 2019-Q1 | Increased 43 |
| 343,033 | $129.8M | 1.0% | — | — | — | — |
Boston Trust Walden Corp manages $13.3B across 372 positions as of Q4 2023. Top holdings: MSFT (3.9%), AAPL (3.2%), ACN (1.7%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 18 new positions, 6 exits, 159 increased. Top move: JLL (INCREASED, conviction 57). Portfolio: $13.3B 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