BT

Boston Trust Walden Corp

13F
Boston Trust Walden Corp
Last update 2024-10-24 382 Stocks (20 new)
Value $14.37 Bil Turnover 6 %
Countries:
Top Holdings: MSFT(3.88%)AAPL(3.17%)GOOGL(1.62%)ATR(1.62%)JPM(1.53%)
Portfolio Report
Summary Stock Picks Current Portfolio
Boston Trust Walden Corp Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT 		Microsoft Corp
1,296,836
558028.540
-0.78%
3.880
-0.03%
0.020
+0.95%
-0.60%
3114843.301
Software
AAPL 		Apple Inc
1,955,402
455608.670
-1.74%
3.170
-0.05%
0.010
+3.52%
-5.42%
3580182.678
Hardware
GOOGL 		Alphabet Inc
1,402,505
232605.460
-6.10%
1.620
-0.12%
0.010
+18.62%
+1.45%
2357015.060
Interactive Media
ATR 		AptarGroup Inc
1,449,817
232246.180
-1.26%
1.620
-0.02%
2.180
-3.36%
-2.32%
10211.062
Medical Devices & Instruments
JPM 		JPMorgan Chase & Co
1,041,003
219505.890
-1.02%
1.530
-0.02%
0.040
+13.28%
+0.58%
675315.707
Banks
ACN 		Accenture PLC
615,311
217500.130
-0.36%
1.510
-0.01%
0.100
-3.12%
-0.57%
218786.627
Software
GOOG 		Alphabet Inc
1,264,739
211451.720
-1.59%
1.470
-0.03%
0.010
+18.51%
+1.43%
2357015.060
Interactive Media
DCI 		Donaldson Co Inc
2,652,557
195493.420
-5.31%
1.360
-0.08%
2.220
-8.39%
-1.25%
7942.926
Industrial Products
V 		Visa Inc
681,238
187306.390
+0.02%
1.300
0%
0.040
+11.11%
-2.64%
595870.630
Credit Services
JNJ 		Johnson & Johnson
1,093,709
177246.480
+6.74%
1.230
+0.08%
0.050
-10.78%
-1.77%
342026.919
Drug Manufacturers

Boston Trust Walden Corp's Historical Top Holdings Breakdowns

Boston Trust Walden Corp's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CFR 		Cullen/Frost Bankers Inc2024-09-30New Buy
+0.75%
●
97.66 ($109.34) 119.74
$132.61
21.28%
New holding
958,038
958,038
JLL 		Jones Lang LaSalle Inc2024-09-30Reduce
-0.57%
●
198.7 ($242.49) 272
$238.18
-1.78%
Reduce -55.41%
300,105
-372,889
SMPL 		The Simply Good Foods Co2024-09-30New Buy
+0.56%
●
31.31 ($33.89) 37.21
$34.36
1.39%
New holding
2,308,611
2,308,611
MEDP 		Medpace Holdings Inc2024-03-31Reduce
-0.51%
●
284.87 ($351.59) 413.31
$350.87
-0.20%
Reduce -45.31%
267,015
-221,256
TXRH 		Texas Roadhouse Inc2024-09-30Reduce
-0.49%
●
159.84 ($168.72) 178.33
$178.12
5.57%
Reduce -64.07%
214,145
-381,897
DOC Physicians Realty Trust2024-03-31Sold Out
-0.47%
●
10.91 ($12.3) 13.76
$17.46
41.99%
Sold Out
0
-4,698,238
MAS 		Masco Corp2023-09-30Reduce
-0.45%
●
52.63 ($57.63) 62.01
$72.13
25.16%
Reduce -72.02%
368,241
-947,836
COST 		Costco Wholesale Corp2024-03-31Reduce
-0.45%
●
644.69 ($713.88) 785.59
$936.94
31.25%
Reduce -33.29%
181,295
-90,476
NTAP 		NetApp Inc2024-09-30Reduce
-0.42%
●
114.18 ($124.71) 134.62
$116.28
-6.76%
Reduce -87.78%
61,770
-443,635
NVDA 		NVIDIA Corp2024-06-30Add
+0.42%
●
76.2 ($101.1) 135.58
$135.91
34.43%
Add 5474.58%
466,035
457,675

Boston Trust Walden Corp Total Holding History ($B)

To

Boston Trust Walden Corp's Asset Allocation

To

Boston Trust Walden Corp Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Boston Trust Walden Corp's Hypothetical Growth since 2024-09-30

Boston Trust Walden Corp's Yearly Returns

Year Portfolio % % Excess Gain %

Boston Trust Walden Corp's Holdings Heat Map

Size field:

Boston Trust Walden Corp's Holdings Bubble Chart

Boston Trust Walden Corp News

  • 1

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