Boston Trust Walden Corp Top Holdings and 13F Report (2024)

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About Boston Trust Walden Corp

Investment Activity

Boston Trust Walden Corp has $14.02 billion in total holdings as of March 31, 2024.
Boston Trust Walden Corp owns shares of 390 different stocks, but just 116 companies or ETFs make up 80% of its holdings.
Approximately 9.20% of the portfolio was purchased this quarter.
About 6.37% of the portfolio was sold this quarter.
This quarter, Boston Trust Walden Corp has purchased 389 new stocks and bought additional shares in 108 stocks.
Boston Trust Walden Corp sold shares of 193 stocks and completely divested from 15 stocks this quarter.

Largest Holdings

Microsoft: $570,383,988
Apple: $364,553,619
Alphabet: $243,194,113
Accenture: $222,237,667
AptarGroup: $214,168,898

Largest New Holdings this Quarter

COOPER COS INC/THE: $129,674,200 Holding
Magnolia Oil & Gas: $45,660,816 Holding
KLA: $40,303,996 Holding
Installed Building Products: $35,411,599 Holding
Four Corners Property Trust: $25,094,010 Holding

Largest Purchases this Quarter

COOPER COS INC/THE: 1,278,082 shares (about $129.67M)
JPMorgan Chase & Co.: 549,639 shares (about $110.09M)
Johnson & Johnson: 510,260 shares (about $80.72M)
Deere & Company: 151,188 shares (about $62.10M)
Cincinnati Financial: 443,024 shares (about $55.01M)

Largest Sales this Quarter

Medpace: 221,256 shares (about $89.42M)
Costco Wholesale: 90,476 shares (about $66.29M)
Williams-Sonoma: 103,511 shares (about $32.87M)
Omnicom Group: 296,563 shares (about $28.70M)
Comfort Systems USA: 89,367 shares (about $28.39M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$570,383,988	$3,234,495 ▼	-0.6%	1,355,733	4.1%	Computer and Technology
AAPL Apple	$364,553,619	$12,644,421 ▼	-3.4%	2,125,925	2.6%	Computer and Technology
GOOGL Alphabet	$243,194,113	$4,655,738 ▲	2.0%	1,611,304	1.7%	Communication Services
ACN Accenture	$222,237,667	$1,728,544 ▼	-0.8%	641,175	1.6%	Business Services
ATR AptarGroup	$214,168,898	$7,191,478 ▲	3.5%	1,488,421	1.5%	Industrial Products
DCI Donaldson	$208,961,884	$1,359,400 ▼	-0.6%	2,798,097	1.5%	Industrial Products
V Visa	$200,552,190	$162,145 ▼	-0.1%	718,619	1.4%	Business Services
GOOG Alphabet	$199,455,575	$326,445 ▼	-0.2%	1,309,967	1.4%	Computer and Technology
WAT Waters	$188,341,658	$12,016,725 ▼	-6.0%	547,139	1.3%	Medical
JPM JPMorgan Chase & Co.	$176,356,939	$110,092,692 ▲	166.1%	880,464	1.3%	Finance
SYK Stryker	$152,507,732	$6,192,582 ▼	-3.9%	426,154	1.1%	Medical
UNH UnitedHealth Group	$151,454,878	$631,237 ▲	0.4%	306,155	1.1%	Medical
HUBB Hubbell	$143,564,550	$4,282,901 ▼	-2.9%	345,897	1.0%	Industrial Products
ADP Automatic Data Processing	$139,770,238	$95,900 ▼	-0.1%	559,663	1.0%	Business Services
UNP Union Pacific	$137,237,794	$15,694,761 ▼	-10.3%	558,036	1.0%	Transportation
PEP PepsiCo	$137,152,012	$14,874,275 ▲	12.2%	783,681	1.0%	Consumer Staples
CHE Chemed	$135,064,639	$7,226,206 ▲	5.7%	210,404	1.0%	Medical
COST Costco Wholesale	$132,822,155	$66,285,431 ▼	-33.3%	181,295	0.9%	Retail/Wholesale
JLL Jones Lang LaSalle	$129,792,596	$8,767,345 ▼	-6.3%	665,296	0.9%	Finance
COOPER COS INC/THE	$129,674,200	$129,674,200 ▲	New Holding	1,278,082	0.9%	COMMON STOCK
CMCSA Comcast	$127,902,614	$114,444 ▲	0.1%	2,950,464	0.9%	Consumer Discretionary
CB Chubb	$124,819,293	$2,898,110 ▼	-2.3%	481,686	0.9%	Finance
FDS FactSet Research Systems	$124,243,403	$6,498,231 ▼	-5.0%	273,429	0.9%	Business Services
JNJ Johnson & Johnson	$123,241,083	$80,718,029 ▲	189.8%	779,070	0.9%	Medical
AIT Applied Industrial Technologies	$123,112,172	$445,870 ▼	-0.4%	623,195	0.9%	Industrial Products
QLYS Qualys	$122,941,973	$14,253,368 ▲	13.1%	736,753	0.9%	Computer and Technology
EXLS ExlService	$118,118,588	$342,740 ▼	-0.3%	3,714,421	0.8%	Business Services
CHH Choice Hotels International	$117,951,136	$20,430,416 ▲	20.9%	933,527	0.8%	Consumer Discretionary
AMAT Applied Materials	$117,227,525	$33,613,015 ▲	40.2%	568,431	0.8%	Computer and Technology
NTRS Northern Trust	$111,628,301	$1,998,566 ▼	-1.8%	1,255,379	0.8%	Finance
FLO Flowers Foods	$108,496,174	$358,007 ▼	-0.3%	4,568,260	0.8%	Consumer Staples
MEDP Medpace	$107,914,113	$89,420,613 ▼	-45.3%	267,015	0.8%	Medical
ROST Ross Stores	$107,884,890	$16,248,093 ▼	-13.1%	735,111	0.8%	Retail/Wholesale
SIGI Selective Insurance Group	$106,715,749	$600,544 ▼	-0.6%	977,519	0.8%	Finance
COLM Columbia Sportswear	$104,813,528	$266,676 ▼	-0.3%	1,291,125	0.7%	Consumer Discretionary
LOW Lowe's Companies	$102,902,259	$2,674,410 ▲	2.7%	403,966	0.7%	Retail/Wholesale
WSM Williams-Sonoma	$99,459,922	$32,867,848 ▼	-24.8%	313,230	0.7%	Retail/Wholesale
BDX Becton, Dickinson and Company	$99,266,052	$818,565 ▲	0.8%	401,156	0.7%	Medical
UPS United Parcel Service	$98,244,578	$1,884,034 ▼	-1.9%	661,001	0.7%	Transportation
STAG STAG Industrial	$97,136,842	$467,277 ▼	-0.5%	2,526,973	0.7%	Finance
WHD Cactus	$96,643,045	$587,405 ▼	-0.6%	1,929,388	0.7%	Oils/Energy
CRI Carter's	$96,133,816	$14,226 ▲	0.0%	1,135,260	0.7%	Consumer Discretionary
TXRH Texas Roadhouse	$96,104,128	$23,950,264 ▼	-19.9%	622,154	0.7%	Retail/Wholesale
CSCO Cisco Systems	$94,830,647	$483,877 ▲	0.5%	1,900,033	0.7%	Computer and Technology
PRGS Progress Software	$94,561,118	$3,875,797 ▲	4.3%	1,773,797	0.7%	Computer and Technology
AZO AutoZone	$93,827,772	$8,830,923 ▲	10.4%	29,771	0.7%	Retail/Wholesale
SEIC SEI Investments	$93,475,752	$1,070,232 ▼	-1.1%	1,300,080	0.7%	Finance
NKE NIKE	$91,998,995	$141,722 ▲	0.2%	978,921	0.7%	Consumer Discretionary
COP ConocoPhillips	$88,848,440	$551,122 ▼	-0.6%	698,055	0.6%	Oils/Energy
LECO Lincoln Electric	$88,313,527	$4,063,029 ▼	-4.4%	345,731	0.6%	Industrial Products
CINF Cincinnati Financial	$87,261,957	$55,010,290 ▲	170.6%	702,762	0.6%	Finance
DE Deere & Company	$83,687,454	$62,098,959 ▲	287.6%	203,748	0.6%	Industrial Products
TROW T. Rowe Price Group	$83,520,930	$1,301,984 ▼	-1.5%	685,047	0.6%	Finance
IBOC International Bancshares	$81,857,622	$24,566,415 ▲	42.9%	1,458,098	0.6%	Finance
ADI Analog Devices	$81,318,392	$5,734,921 ▲	7.6%	411,135	0.6%	Computer and Technology
CVCO Cavco Industries	$77,619,166	$558,285 ▼	-0.7%	194,505	0.6%	Construction
NDSN Nordson	$76,026,989	$1,128,908 ▲	1.5%	276,925	0.5%	Industrial Products
SLGN Silgan	$75,855,479	$211,236 ▼	-0.3%	1,562,098	0.5%	Industrial Products
XOM Exxon Mobil	$74,286,194	$1,572,960 ▼	-2.1%	639,076	0.5%	Oils/Energy
GWW W.W. Grainger	$73,874,291	$1,691,770 ▼	-2.2%	72,618	0.5%	Industrial Products
LFUS Littelfuse	$73,709,541	$21,258,700 ▲	40.5%	304,145	0.5%	Computer and Technology
SFM Sprouts Farmers Market	$73,320,917	$21,938,030 ▼	-23.0%	1,137,111	0.5%	Retail/Wholesale
CRVL CorVel	$73,287,215	$526,183 ▼	-0.7%	278,701	0.5%	Business Services
MRK Merck & Co., Inc.	$71,497,503	$52,152,314 ▲	269.6%	541,853	0.5%	Medical
FELE Franklin Electric	$71,348,226	$17,376,812 ▲	32.2%	667,992	0.5%	Industrial Products
WTS Watts Water Technologies	$70,570,638	$14,364,341 ▲	25.6%	332,019	0.5%	Computer and Technology
IDCC InterDigital	$67,491,914	$467,253 ▼	-0.7%	633,965	0.5%	Computer and Technology
SBUX Starbucks	$67,053,848	$4,488,711 ▲	7.2%	733,711	0.5%	Retail/Wholesale
ADBE Adobe	$66,920,557	$234,639 ▼	-0.3%	132,621	0.5%	Computer and Technology
LANC Lancaster Colony	$65,727,561	$582,402 ▼	-0.9%	316,561	0.5%	Consumer Staples
CHKP Check Point Software Technologies	$65,630,241	$15,410,215 ▲	30.7%	400,160	0.5%	Computer and Technology
AOS A. O. Smith	$64,921,927	$985,670 ▲	1.5%	725,709	0.5%	Industrial Products
JPM JPMorgan Chase & Co.	$62,649,834	$3,614,414 ▼	-5.5%	312,780	0.4%	Finance
CBOE Cboe Global Markets	$62,392,871	$10,776,316 ▼	-14.7%	339,590	0.4%	Financial Services
USPH U.S. Physical Therapy	$61,420,016	$315,133 ▼	-0.5%	544,166	0.4%	Medical
FFIV F5	$61,059,735	$8,051,887 ▼	-11.7%	322,062	0.4%	Computer and Technology
HAE Haemonetics	$60,757,677	$392,695 ▼	-0.6%	711,865	0.4%	Medical
ES Eversource Energy	$60,586,817	$3,651,887 ▼	-5.7%	1,013,666	0.4%	Utilities
OGS ONE Gas	$60,445,251	$4,339,901 ▼	-6.7%	936,700	0.4%	Utilities
AYI Acuity Brands	$60,145,805	$127,378 ▼	-0.2%	223,815	0.4%	Construction
UMBF UMB Financial	$59,868,432	$40,450 ▼	-0.1%	688,222	0.4%	Finance
AVY Avery Dennison	$59,831,893	$713,061 ▼	-1.2%	268,004	0.4%	Industrial Products
SNA Snap-on	$59,613,979	$598,364 ▲	1.0%	201,249	0.4%	Consumer Discretionary
A Agilent Technologies	$59,380,739	$548,864 ▲	0.9%	408,087	0.4%	Computer and Technology
ALLE Allegion	$58,942,360	$26,989,687 ▲	84.5%	437,550	0.4%	Industrial Products
TEL TE Connectivity	$58,675,072	$2,786,139 ▲	5.0%	403,987	0.4%	Computer and Technology
BLD TopBuild	$58,161,816	$47,158 ▼	-0.1%	131,967	0.4%	Construction
CBSH Commerce Bancshares	$58,118,287	$88,259 ▼	-0.2%	1,092,449	0.4%	Finance
RPM RPM International	$57,844,314	$286,075 ▼	-0.5%	486,291	0.4%	Construction
EVR Evercore	$57,776,615	$431,016 ▼	-0.7%	299,998	0.4%	Finance
AFG American Financial Group	$57,228,930	$190,663 ▲	0.3%	419,321	0.4%	Finance
POWI Power Integrations	$56,680,479	$62,821 ▼	-0.1%	792,180	0.4%	Computer and Technology
APD Air Products and Chemicals	$56,676,886	$42,143,109 ▲	290.0%	233,941	0.4%	Basic Materials
TDC Teradata	$56,499,654	$7,491,539 ▲	15.3%	1,461,072	0.4%	Computer and Technology
SLB Schlumberger	$56,102,803	$1,005,763 ▼	-1.8%	1,023,587	0.4%	Oils/Energy
MMC Marsh & McLennan Companies	$56,059,517	$573,036 ▼	-1.0%	272,160	0.4%	Finance
ITW Illinois Tool Works	$55,463,274	$923,055 ▼	-1.6%	206,698	0.4%	Industrials
HP Helmerich & Payne	$54,785,421	$15,243,637 ▲	38.6%	1,302,554	0.4%	Oils/Energy
ORCL Oracle	$54,713,580	$1,246,805 ▼	-2.2%	435,583	0.4%	Computer and Technology
EWBC East West Bancorp	$54,643,176	$3,067,569 ▼	-5.3%	690,724	0.4%	Finance

Showing largest 100 holdings. View all holdings.

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Boston Trust Walden Corp Top Holdings and 13F Report (2024)

About Boston Trust Walden Corp

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Boston Trust Walden Corp Top Holdings and 13F Report (2024)

About Boston Trust Walden Corp

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBoston Trust Walden Corp

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information