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
+4.32%
+10.02%
3059156.044
Software
AAPL 		Apple Inc
1,955,402
455608.670
-1.74%
3.170
-0.05%
0.010
+6.90%
+16.50%
3377630.649
Hardware
GOOGL 		Alphabet Inc
1,402,505
232605.460
-6.10%
1.620
-0.12%
0.010
+6.73%
+21.81%
2087029.120
Interactive Media
ATR 		AptarGroup Inc
1,449,817
232246.180
-1.26%
1.620
-0.02%
2.180
+21.39%
+39.41%
11332.981
Medical Devices & Instruments
JPM 		JPMorgan Chase & Co
1,041,003
219505.890
-1.02%
1.530
-0.02%
0.040
+14.34%
+33.32%
623569.750
Banks
ACN 		Accenture PLC
615,311
217500.130
-0.36%
1.510
-0.01%
0.100
+10.57%
+0.04%
215881.378
Software
GOOG 		Alphabet Inc
1,264,739
211451.720
-1.59%
1.470
-0.03%
0.010
+6.84%
+21.93%
2087029.120
Interactive Media
DCI 		Donaldson Co Inc
2,652,557
195493.420
-5.31%
1.360
-0.08%
2.220
+7.36%
+16.86%
9042.160
Industrial Products
V 		Visa Inc
681,238
187306.390
+0.02%
1.300
0%
0.040
+14.60%
+13.30%
569477.114
Credit Services
JNJ 		Johnson & Johnson
1,093,709
177246.480
+6.74%
1.230
+0.08%
0.050
-1.05%
+3.40%
381247.098
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
$127.58
16.68%
New holding
958,038
958,038
JLL 		Jones Lang LaSalle Inc2024-09-30Reduce
-0.57%
●
198.7 ($242.49) 272
$279.82
15.39%
Reduce -55.41%
300,105
-372,889
SMPL 		The Simply Good Foods Co2024-09-30New Buy
+0.56%
●
31.31 ($33.89) 37.21
$34.84
2.80%
New holding
2,308,611
2,308,611
TXRH 		Texas Roadhouse Inc2024-09-30Reduce
-0.49%
●
159.84 ($168.72) 178.33
$189.17
12.12%
Reduce -64.07%
214,145
-381,897
NTAP 		NetApp Inc2024-09-30Reduce
-0.42%
●
114.18 ($124.71) 134.62
$116.40
-6.66%
Reduce -87.78%
61,770
-443,635
ACLS 		Axcelis Technologies Inc2024-09-30New Buy
+0.37%
●
96.98 ($116.95) 155.02
$85.49
-26.90%
New holding
506,427
506,427
DLB 		Dolby Laboratories Inc2024-09-30Add
+0.37%
●
66.75 ($74.43) 81.27
$74.53
0.13%
Add 185.32%
1,075,076
698,283
MTDR 		Matador Resources Co2024-09-30New Buy
+0.36%
●
47.4 ($56.32) 65.22
$53.06
-5.79%
New holding
1,047,911
1,047,911
CLX 		Clorox Co2024-09-30Add
+0.30%
●
131.73 ($148.18) 166.97
$162.42
9.61%
Add 5442.45%
273,908
268,966
WTRG 		Essential Utilities Inc2024-09-30Add
+0.29%
●
36.74 ($39.3) 41.49
$40.12
2.09%
Add 117.26%
1,962,692
1,059,320

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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