Boston Trust Walden Corp
Institutional investor · Portfolio as of Q4 2024
Top Holdings379 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.3M | $528.4M | 3.7% | $116.22 | +262.87% | 24 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.9M | $464.9M | 3.3% | $95.50 | +160.34% | 24 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 1.4M | $262.8M | 1.8% | $98.69 | +93.03% | 24 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 1M | $246.3M | 1.7% | $95.53 | +144.22% | 24 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 1.2M | $222.3M | 1.6% | $95.41 | +101.18% | 24 qtrssince 2019-Q1 | Decreased 0 |
ACCENTURE PLC-CL A | 612,446 | $215.5M | 1.5% | $164.95 | +106.03% | 24 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 669,916 | $211.7M | 1.5% | $160.60 | +94.24% | 24 qtrssince 2019-Q1 | Decreased 0 |
DONALDSON CO INC | 2.6M | $178.5M | 1.3% | $47.97 | +37.72% | 24 qtrssince 2019-Q1 | Decreased 0 |
APTARGROUP INC | 1.1M | $178.1M | 1.2% | $105.79 | +45.03% | 24 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 1.1M | $157M | 1.1% | $133.00 | +4.57% | 24 qtrssince 2019-Q1 | Decreased 0 |
WATERS CORP | 417,567 | $154.9M | 1.1% | $262.45 | +41.34% | 24 qtrssince 2019-Q1 | Decreased 0 |
AUTOMATIC DATA PROCESSING | 520,172 | $152.3M | 1.1% | $147.37 | +94.49% | 24 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 296,063 | $149.8M | 1.1% | $253.31 | +95.65% | 24 qtrssince 2019-Q1 | Increased 48 |
QUALYS INC | 1M | $147.2M | 1.0% | $128.77 | +8.44% | 16 qtrssince 2021-Q1 | Increased 54 |
FACTSET RESEARCH SYSTEMS INC | 301,614 | $144.9M | 1.0% | $337.79 | +41.25% | 24 qtrssince 2019-Q1 | Increased 48 |
CULLEN/FROST BANKERS INC | 1.1M | $141.3M | 1.0% | $109.24 | +19.59% | 2 qtrssince 2024-Q3 | Increased 47 |
COSTCO WHOLESALE CORP | 149,078 | $136.6M | 1.0% | $219.26 | +313.89% | 24 qtrssince 2019-Q1 | Decreased 0 |
CHOICE HOTELS INTL INC | 949,586 | $134.8M | 0.9% | $107.20 | +30.14% | 24 qtrssince 2019-Q1 | Increased 43 |
EXLSERVICE HOLDINGS INC | 3M | $134.8M | 0.9% | $27.95 | +58.37% | 24 qtrssince 2019-Q1 | Decreased 0 |
CHEMED CORP | 242,172 | $128.3M | 0.9% | $475.39 | +10.53% | 24 qtrssince 2019-Q1 | Increased 47 |
Boston Trust Walden Corp manages $14.3B across 379 positions as of Q4 2024. Top holdings: MSFT (3.7%), AAPL (3.3%), GOOGL (1.8%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 12 new positions, 15 exits, 130 increased. Top move: QLYS (INCREASED, conviction 54). Portfolio: $14.3B across 379 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