$6.22 Billion is the total value of Boston Trust Walden Corp's 636 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was 17.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $145,258,000 | +4.4% | 1,008,594 | +4.1% | 2.33% | +7.6% |
| MSFT | Buy | MICROSOFT CORP | $125,696,000 | +5.4% | 1,823,534 | +0.7% | 2.02% | +8.7% |
| GOOG | Buy | ALPHABET INC-CL C | $114,562,000 | +29.8% | 126,069 | +18.5% | 1.84% | +33.8% |
| JNJ | Buy | JOHNSON & JOHNSON | $105,845,000 | +7.1% | 800,102 | +0.8% | 1.70% | +10.4% |
| JPM | Buy | JPMORGAN CHASE & CO | $100,148,000 | +9.5% | 1,095,707 | +5.2% | 1.61% | +12.8% |
| MMM | Buy | 3M CO | $93,239,000 | +13.2% | 447,852 | +4.0% | 1.50% | +16.7% |
| BDX | Buy | BECTON DICKINSON AND CO | $88,472,000 | +6.7% | 453,448 | +0.3% | 1.42% | +10.1% |
| CMCSA | Buy | COMCAST CORP NEW CL A | $86,936,000 | +5.3% | 2,233,712 | +1.7% | 1.40% | +8.5% |
| ORCL | Buy | ORACLE CORP | $80,792,000 | +15.5% | 1,611,327 | +2.8% | 1.30% | +19.1% |
| USB | Buy | US BANCORP | $77,868,000 | +3.6% | 1,499,765 | +2.8% | 1.25% | +6.8% |
| PNC | Buy | PNC FINANCIAL SERVICES GROUP | $76,041,000 | +6.3% | 608,963 | +2.4% | 1.22% | +9.6% |
| V | Buy | VISA INC | $72,756,000 | +6.9% | 775,822 | +1.3% | 1.17% | +10.3% |
| OMC | Buy | OMNICOM GROUP | $72,673,000 | -3.4% | 876,635 | +0.4% | 1.17% | -0.4% |
| ADP | Buy | AUTOMATIC DATA PROCESSING | $71,306,000 | +0.9% | 695,942 | +0.8% | 1.15% | +4.1% |
| PEP | Buy | PEPSICO INC | $63,073,000 | +3.5% | 546,127 | +0.2% | 1.01% | +6.6% |
| CB | Buy | CHUBB LTD | $62,294,000 | +6.8% | 428,494 | +0.0% | 1.00% | +10.1% |
| UNP | Buy | UNION PACIFIC CORP | $61,408,000 | +4.5% | 563,842 | +1.6% | 0.99% | +7.8% |
| SYK | Buy | STRYKER CORP | $59,433,000 | +6.7% | 428,253 | +1.2% | 0.96% | +10.0% |
| UNH | Buy | UNITED HEALTH GROUP INC | $59,127,000 | +17.7% | 318,881 | +4.1% | 0.95% | +21.3% |
| CINF | Buy | CINCINNATI FINANCIAL CORP | $59,036,000 | +0.3% | 814,852 | +0.0% | 0.95% | +3.4% |
| HUBB | Buy | HUBBELL INC | $54,448,000 | +20.5% | 481,121 | +27.8% | 0.88% | +24.3% |
| NTRS | Buy | NORTHERN TRUST CORPORATION | $54,185,000 | +36.7% | 557,407 | +21.8% | 0.87% | +40.9% |
| WAT | Buy | WATERS CORP | $50,725,000 | +18.3% | 275,920 | +0.6% | 0.82% | +22.0% |
| DCI | Buy | DONALDSON CO INC | $47,865,000 | +2.5% | 1,051,064 | +2.5% | 0.77% | +5.6% |
| CSCO | Buy | CISCO SYSTEMS INC | $47,183,000 | -6.2% | 1,507,442 | +1.3% | 0.76% | -3.3% |
| SBUX | Buy | STARBUCKS CORP | $46,721,000 | +19.3% | 801,268 | +19.5% | 0.75% | +23.1% |
| XRAY | Buy | DENTSPLY SIRONA INC | $44,781,000 | +57.0% | 690,631 | +51.2% | 0.72% | +62.2% |
| MDT | Buy | MEDTRONIC INC | $44,649,000 | +12.2% | 503,085 | +1.9% | 0.72% | +15.6% |
| CL | Buy | COLGATE-PALMOLIVE CO | $44,571,000 | +3.6% | 601,243 | +2.3% | 0.72% | +6.7% |
| STT | Buy | STATE STREET CORP | $44,449,000 | +14.5% | 495,367 | +1.6% | 0.71% | +18.0% |
| PPG | Buy | PPG INDUSTRIES | $44,280,000 | +23.5% | 402,700 | +18.1% | 0.71% | +27.4% |
| ES | Buy | EVERSOURCE ENERGY | $42,846,000 | +26.0% | 705,734 | +21.9% | 0.69% | +29.8% |
| MRK | Buy | MERCK & CO INC NEW | $41,444,000 | +9.5% | 646,655 | +8.6% | 0.67% | +12.9% |
| ED | Buy | CONSOLIDATED EDISON INC | $40,712,000 | +19.3% | 503,743 | +14.7% | 0.65% | +22.9% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DEL CL | $40,481,000 | +8.0% | 239,012 | +6.3% | 0.65% | +11.3% |
| EMR | Buy | EMERSON ELECTRIC CO | $37,639,000 | +0.7% | 631,325 | +1.1% | 0.60% | +3.8% |
| DST | Buy | DST SYSTEMS INC | $33,241,000 | -15.3% | 538,752 | +68.3% | 0.53% | -12.6% |
| HSY | Buy | THE HERSHEY COMPANY | $32,104,000 | +5.8% | 299,005 | +7.6% | 0.52% | +9.1% |
| COP | Buy | CONOCOPHILLIPS | $30,541,000 | -11.0% | 694,744 | +0.9% | 0.49% | -8.2% |
| CHD | Buy | CHURCH & DWIGHT INC | $29,275,000 | +5.3% | 564,278 | +1.2% | 0.47% | +8.5% |
| STI | Buy | SUNTRUST BKS INC | $27,609,000 | +4.6% | 486,755 | +2.0% | 0.44% | +8.0% |
| RHP | Buy | RYMAN HOSPITALITY PROPERTIES | $25,601,000 | +5.6% | 399,957 | +2.0% | 0.41% | +8.7% |
| PX | Buy | PRAXAIR, INC, | $25,057,000 | +13.0% | 189,038 | +1.1% | 0.40% | +16.8% |
| GIS | Buy | GENERAL MILLS INC | $25,044,000 | -5.4% | 452,061 | +0.7% | 0.40% | -2.7% |
| DFS | Buy | DISCOVER FINL SVCS | $23,615,000 | -8.4% | 379,725 | +0.7% | 0.38% | -5.7% |
| APD | Buy | AIR PRODUCTS & CHEMICALS INC | $22,957,000 | +6.0% | 160,478 | +0.3% | 0.37% | +9.5% |
| BBT | Buy | BB&T CORP | $22,928,000 | +9.7% | 504,910 | +8.0% | 0.37% | +12.9% |
| SLGN | Buy | SILGAN HOLDINGS INC | $22,550,000 | -11.2% | 709,568 | +66.0% | 0.36% | -8.6% |
| DG | Buy | DOLLAR GENERAL CORP | $21,764,000 | +7.2% | 301,896 | +3.6% | 0.35% | +10.4% |
| EGOV | Buy | NIC INC | $21,066,000 | +12.8% | 1,111,666 | +20.2% | 0.34% | +16.2% |
| FLO | Buy | FLOWERS FOODS INC COM | $20,515,000 | -7.2% | 1,185,145 | +4.0% | 0.33% | -4.3% |
| VAR | Buy | VARIAN MED SYS INC | $20,138,000 | +16.4% | 195,157 | +2.8% | 0.32% | +20.0% |
| HRC | Buy | HILL ROM HLDGS INC COM | $19,152,000 | +28.2% | 240,571 | +13.7% | 0.31% | +32.2% |
| PCLN | Buy | PRICELINE COM INC | $18,780,000 | +13.6% | 10,040 | +8.1% | 0.30% | +17.1% |
| MORN | Buy | MORNINGSTAR INC | $18,560,000 | +30.1% | 236,912 | +30.5% | 0.30% | +34.2% |
| CVX | Buy | CHEVRON CORP | $15,271,000 | -1.1% | 146,379 | +1.8% | 0.24% | +1.7% |
| MKC | Buy | MCCORMICK & CO INC | $13,492,000 | +0.6% | 138,367 | +0.7% | 0.22% | +3.8% |
| EWBC | Buy | EAST WEST BANCORP INC | $12,724,000 | +18.5% | 217,195 | +4.4% | 0.20% | +22.2% |
| MNRO | New | MONRO MUFFLER BRAKE INC | $12,687,000 | – | 303,868 | +100.0% | 0.20% | – |
| IFF | Buy | INTERNATIONAL FLAVORS & FRAGRA | $12,342,000 | +5.1% | 91,422 | +3.2% | 0.20% | +8.2% |
| APA | Buy | APACHE CORP | $12,190,000 | -2.1% | 254,324 | +4.9% | 0.20% | +1.0% |
| WAB | Buy | WABTEC CORP | $11,997,000 | +23.4% | 131,118 | +5.2% | 0.19% | +27.8% |
| DOX | Buy | AMDOCS LTD ORD | $11,739,000 | +18.6% | 182,105 | +12.2% | 0.19% | +22.7% |
| FDS | Buy | FACTSET RESH SYS INC | $11,549,000 | +43.9% | 69,500 | +42.8% | 0.19% | +48.8% |
| JLL | Buy | JONES LANG LASALLE INC | $11,548,000 | +16.0% | 92,383 | +3.4% | 0.19% | +20.0% |
| COO | Buy | COOPER COS INC/THE | $11,525,000 | +24.3% | 48,136 | +3.8% | 0.18% | +27.6% |
| FFIV | Buy | F5 NETWORKS INC | $10,923,000 | -7.8% | 85,968 | +3.4% | 0.18% | -4.9% |
| SBNY | Buy | SIGNATURE BANK | $10,843,000 | -0.2% | 75,543 | +3.1% | 0.17% | +3.0% |
| AFG | Buy | AMERICAN FINANCIAL GROUP INC | $10,748,000 | +7.2% | 108,162 | +2.9% | 0.17% | +10.9% |
| AVY | Buy | AVERY DENNISON CORP | $10,179,000 | +12.8% | 115,180 | +2.9% | 0.16% | +16.3% |
| DEO | Buy | DIAGEO PLC ADR | $9,770,000 | +6.5% | 81,526 | +2.7% | 0.16% | +9.8% |
| RMD | Buy | RESMED INC | $9,114,000 | +13.2% | 117,042 | +4.6% | 0.15% | +16.8% |
| STE | Buy | STERIS PLC | $8,868,000 | +36.1% | 108,805 | +16.0% | 0.14% | +39.2% |
| AZO | Buy | AUTOZONE INC | $8,839,000 | -20.9% | 15,495 | +0.2% | 0.14% | -18.4% |
| ANSS | New | ANSYS INC COM | $8,707,000 | – | 71,556 | +100.0% | 0.14% | – |
| SEIC | Buy | SEI INVESTMENTS COMPANY | $8,732,000 | +40.8% | 162,360 | +32.0% | 0.14% | +44.3% |
| BRO | Buy | BROWN & BROWN INC COM | $8,541,000 | +6.4% | 198,307 | +3.1% | 0.14% | +9.6% |
| LAMR | Buy | LAMAR ADVERTISING CO-A | $8,553,000 | +9.2% | 116,253 | +10.9% | 0.14% | +12.3% |
| JNPR | Buy | JUNIPER NETWORKS INC | $8,187,000 | +5.2% | 293,657 | +5.0% | 0.13% | +9.1% |
| RE | Buy | EVEREST RE GROUP LTD | $8,202,000 | +13.4% | 32,216 | +4.1% | 0.13% | +16.8% |
| RPM | New | RPM INTERNATIONAL INC | $8,197,000 | – | 150,269 | +100.0% | 0.13% | – |
| EXPD | Buy | EXPEDITORS INTL WASH INC | $7,894,000 | +3.5% | 139,768 | +3.6% | 0.13% | +6.7% |
| FTI | Buy | TECHNIPFMC LTD | $7,764,000 | -8.2% | 285,447 | +9.7% | 0.12% | -5.3% |
| IEX | Buy | IDEX CORP COM | $7,768,000 | +24.6% | 68,744 | +3.1% | 0.12% | +28.9% |
| KAI | New | KADANT INC | $7,562,000 | – | 100,556 | +100.0% | 0.12% | – |
| SCI | Buy | SERVICE CORP INTERNATIONAL | $7,514,000 | +9.8% | 224,616 | +1.3% | 0.12% | +13.1% |
| CAC | New | CAMDEN NATIONAL CORP | $7,207,000 | – | 167,949 | +100.0% | 0.12% | – |
| SIVB | Buy | SVB FINANCIAL GROUP | $7,178,000 | -1.2% | 40,832 | +4.6% | 0.12% | +1.8% |
| ST | Buy | SENSATA TECHNOLOGIES HOLDING | $7,032,000 | +1.1% | 164,603 | +3.4% | 0.11% | +4.6% |
| CATO | New | CATO CORP-CLASS A | $7,016,000 | – | 398,863 | +100.0% | 0.11% | – |
| WRB | Buy | WR BERKLEY CORP | $6,944,000 | +2.3% | 100,386 | +4.5% | 0.11% | +5.7% |
| JWN | Buy | NORDSTROM INC | $6,774,000 | +5.9% | 141,611 | +3.1% | 0.11% | +9.0% |
| HP | Buy | HELMERICH & PAYNE INC | $6,516,000 | -2.5% | 119,909 | +19.5% | 0.10% | +1.0% |
| AKAM | Buy | AKAMAI TECHNOLOGIES INC | $6,191,000 | +19.9% | 124,298 | +43.8% | 0.10% | +23.8% |
| BDGE | New | BRIDGE BANCORP INC | $5,987,000 | – | 179,800 | +100.0% | 0.10% | – |
| MD | Buy | MEDNAX INC. | $5,857,000 | -10.5% | 97,021 | +2.9% | 0.09% | -7.8% |
| PII | Buy | POLARIS INDUSTRIES INC | $5,761,000 | +13.5% | 62,470 | +3.1% | 0.09% | +17.7% |
| IPG | New | INTERPUBLIC GROUP OF COS INC | $5,722,000 | – | 232,633 | +100.0% | 0.09% | – |
| INTC | Buy | INTEL CORP | $5,339,000 | -4.9% | 158,232 | +1.7% | 0.09% | -1.1% |
| TIF | Buy | TIFFANY & CO | $5,265,000 | +1.7% | 56,083 | +3.3% | 0.08% | +4.9% |
| VCIT | Buy | VANGUARD I/T CORPORATE BOND ETetf - fi | $4,964,000 | +3.1% | 56,716 | +1.8% | 0.08% | +6.7% |
| NTAP | Buy | NETAPP INC | $4,735,000 | 0.0% | 118,219 | +4.5% | 0.08% | +2.7% |
| TEL | Buy | TE CONNECTIVITY LTD | $4,718,000 | +49.0% | 59,970 | +41.2% | 0.08% | +55.1% |
| KSU | Buy | KANSAS CITY SOUTHERN | $4,538,000 | +23.5% | 43,359 | +1.2% | 0.07% | +28.1% |
| PKI | New | PERKINELMER INC | $4,397,000 | – | 64,523 | +100.0% | 0.07% | – |
| GE | Buy | GENERAL ELECTRIC COMPANY | $4,340,000 | -5.9% | 160,678 | +3.8% | 0.07% | -2.8% |
| EIX | Buy | EDISON INTERNATIONAL | $4,385,000 | -1.3% | 56,085 | +0.5% | 0.07% | +1.4% |
| T | Buy | AT & T INC | $4,208,000 | -5.4% | 111,527 | +4.1% | 0.07% | -1.4% |
| HON | Buy | HONEYWELL INTERNATIONAL INC. | $4,128,000 | +9.0% | 30,970 | +2.1% | 0.07% | +11.9% |
| ECL | Buy | ECOLAB INC | $4,077,000 | +9.3% | 30,712 | +3.2% | 0.07% | +13.8% |
| AME | Buy | AMETEK INC NEW | $3,950,000 | +15.1% | 65,225 | +2.8% | 0.06% | +18.9% |
| NVS | Buy | NOVARTIS AG | $3,769,000 | +15.4% | 45,160 | +2.7% | 0.06% | +19.6% |
| VWO | Buy | VANGUARD FTSE EMERGING MARKETSetf - intl | $3,545,000 | +7.3% | 86,829 | +4.4% | 0.06% | +9.6% |
| VGK | Buy | VANGUARD FTSE EUROPE ETFetf - intl | $3,534,000 | +10.4% | 64,100 | +3.2% | 0.06% | +14.0% |
| H | Buy | HYATT HOTELS CORP - CL A | $3,259,000 | +50.2% | 57,985 | +44.2% | 0.05% | +52.9% |
| VOO | Buy | VANGUARD S&P 500 ETFetf - eq | $3,145,000 | +8.0% | 14,161 | +5.2% | 0.05% | +13.3% |
| HAS | Buy | HASBRO INC | $3,158,000 | +11.9% | 28,314 | +0.1% | 0.05% | +15.9% |
| O | Buy | REALTY INCOME CORP | $3,160,000 | +38.9% | 57,275 | +49.8% | 0.05% | +45.7% |
| PFE | Buy | PFIZER, INC. | $3,098,000 | +1.1% | 92,243 | +3.0% | 0.05% | +4.2% |
| IWM | New | ISHARES DJ RUSSELL 2000 TR ETFetf - eq | $3,079,000 | – | 21,848 | +100.0% | 0.05% | – |
| HD | Buy | HOME DEPOT, INC. | $2,864,000 | +4.8% | 18,668 | +0.3% | 0.05% | +7.0% |
| DLR | Buy | DIGITAL RLTY TR INC | $2,835,000 | +6.5% | 25,100 | +0.3% | 0.05% | +12.2% |
| ZBH | New | ZIMMER BIOMET HOLDINGS INC | $2,784,000 | – | 21,687 | +100.0% | 0.04% | – |
| PAYX | Buy | PAYCHEX INC | $2,755,000 | -2.5% | 48,379 | +0.8% | 0.04% | 0.0% |
| AMGN | Buy | AMGEN INC. | $2,655,000 | +9.8% | 15,413 | +4.6% | 0.04% | +13.2% |
| CTXS | Buy | CITRIX SYS INC | $2,679,000 | -3.9% | 33,670 | +0.7% | 0.04% | 0.0% |
| ORLY | Buy | O REILLY AUTOMOTIVE INC NEW | $2,571,000 | +12.5% | 11,755 | +38.8% | 0.04% | +13.9% |
| QCOM | Buy | QUALCOMM INC | $2,501,000 | +11.3% | 45,300 | +15.6% | 0.04% | +14.3% |
| LKQ | Buy | LKQ CORP | $2,284,000 | +21.1% | 69,330 | +7.6% | 0.04% | +27.6% |
| BLL | Buy | BALL CORP | $2,281,000 | +7.0% | 54,040 | +88.3% | 0.04% | +12.1% |
| KO | Buy | COCA-COLA CO. | $2,333,000 | +11.9% | 52,020 | +5.9% | 0.04% | +15.6% |
| SNN | Buy | SMITH & NEPHEW PLC -SPON ADR | $2,265,000 | +16.2% | 65,000 | +3.2% | 0.04% | +20.0% |
| TSO | Buy | TESORO CORP | $2,120,000 | +17.1% | 22,648 | +1.4% | 0.03% | +21.4% |
| BSV | Buy | VANGUARD SHORT-TERM BOND ETFetf - fi | $2,020,000 | +46.5% | 25,300 | +46.2% | 0.03% | +52.4% |
| BFB | Buy | BROWN FORMAN CORP CL B | $1,958,000 | +9.0% | 40,298 | +3.6% | 0.03% | +10.7% |
| DIS | Buy | DISNEY (WALT) CO | $1,885,000 | +0.5% | 17,744 | +7.3% | 0.03% | +3.4% |
| ABBV | Buy | ABBVIE INC | $1,893,000 | +29.9% | 26,112 | +16.8% | 0.03% | +30.4% |
| UTX | Buy | UNITED TECHNOLOGIES CORPORATIO | $1,860,000 | +21.0% | 15,231 | +11.2% | 0.03% | +25.0% |
| FISV | Buy | FISERV, INC. | $1,850,000 | +7.4% | 15,120 | +1.2% | 0.03% | +11.1% |
| EWJ | Buy | ISHARES MSCI JAPAN INDEX ETFetf - intl | $1,748,000 | +6.1% | 32,587 | +1.9% | 0.03% | +7.7% |
| DOV | Buy | DOVER CORPORATION | $1,702,000 | +20.6% | 21,225 | +20.9% | 0.03% | +22.7% |
| CDK | New | CDK GLOBAL INC | $1,547,000 | – | 24,922 | +100.0% | 0.02% | – |
| APH | Buy | AMPHENOL CORP-CL A | $1,487,000 | +4.6% | 20,143 | +0.8% | 0.02% | +9.1% |
| WFC | Buy | WELLS FARGO & COMPANY | $1,462,000 | +12.8% | 26,400 | +13.4% | 0.02% | +15.0% |
| CELG | Buy | CELGENE CORP | $1,116,000 | +44.7% | 8,592 | +38.7% | 0.02% | +50.0% |
| ADBE | Buy | ADOBE SYS INC | $1,003,000 | +15.0% | 7,090 | +5.9% | 0.02% | +14.3% |
| VNQ | Buy | VANGUARD REIT ETFetf - eq | $1,022,000 | +41.0% | 12,275 | +39.9% | 0.02% | +45.5% |
| VEA | Buy | VANGUARD FTSE DEVELOPED ETFetf - intl | $910,000 | +32.7% | 22,024 | +26.1% | 0.02% | +36.4% |
| LOW | Buy | LOWES COS INC | $962,000 | -4.4% | 12,402 | +1.4% | 0.02% | -6.2% |
| WEC | Buy | WEC ENERGY GROUP INC COM | $872,000 | +9.7% | 14,215 | +8.4% | 0.01% | +16.7% |
| AMZN | Buy | AMAZON.COM INC | $839,000 | +44.2% | 867 | +32.2% | 0.01% | +44.4% |
| SPY | Buy | SPDR S&P 500 ETF TRUSTetf - eq | $785,000 | +165.2% | 3,247 | +158.3% | 0.01% | +160.0% |
| BIIB | Buy | BIOGEN IDEC INC | $753,000 | +1.3% | 2,774 | +2.0% | 0.01% | 0.0% |
| IWD | Buy | ISHARES TR RUS 1000 VAL ETFetf - eq | $723,000 | +41.8% | 6,207 | +40.0% | 0.01% | +50.0% |
| FB | Buy | FACEBOOK INC | $726,000 | +43.8% | 4,808 | +35.2% | 0.01% | +50.0% |
| BAC | Buy | BANK OF AMERICA CORPORATION | $729,000 | +41.6% | 30,054 | +37.7% | 0.01% | +50.0% |
| VTV | Buy | VANGUARD VALUE ETFetf - eq | $667,000 | +2.1% | 6,911 | +0.9% | 0.01% | +10.0% |
| IVV | Buy | ISHARES S&P 500 INDEX FUNDetf - eq | $662,000 | +111.5% | 2,719 | +106.0% | 0.01% | +120.0% |
| DHR | Buy | DANAHER CORP | $691,000 | +29.2% | 8,190 | +30.8% | 0.01% | +37.5% |
| LLY | Buy | LILY (ELI) & CO | $690,000 | +5.3% | 8,385 | +7.7% | 0.01% | +10.0% |
| SPGI | New | S&P GLOBAL INC | $671,000 | – | 4,593 | +100.0% | 0.01% | – |
| MA | Buy | MASTERCARD INC | $635,000 | +47.7% | 5,227 | +36.6% | 0.01% | +42.9% |
| PH | Buy | PARKER HANNIFIN CORP | $627,000 | +61.2% | 3,925 | +61.9% | 0.01% | +66.7% |
| NSC | Buy | NORFOLK SOUTHERN CORP | $650,000 | +76.6% | 5,341 | +62.3% | 0.01% | +66.7% |
| NEE | Buy | NEXTERA ENERGY INC | $602,000 | +56.4% | 4,297 | +43.4% | 0.01% | +66.7% |
| DD | Buy | DUPONT E I DE NEMOURS & CO | $598,000 | +42.7% | 7,412 | +42.2% | 0.01% | +42.9% |
| VFC | Buy | V F CORP | $634,000 | +40.6% | 11,000 | +34.1% | 0.01% | +42.9% |
| TD | New | TORONTO DOMINION BK ONT | $585,000 | – | 11,603 | +100.0% | 0.01% | – |
| IJH | Buy | ISHARES S&P MIDCAP 400etf - eq | $557,000 | +18.3% | 3,202 | +16.4% | 0.01% | +28.6% |
| CBT | New | CABOT CORP | $535,000 | – | 10,014 | +100.0% | 0.01% | – |
| TGT | Buy | TARGET CORP | $541,000 | -4.6% | 10,352 | +0.7% | 0.01% | 0.0% |
| SO | Buy | SOUTHERN CO | $561,000 | +16.1% | 11,711 | +20.8% | 0.01% | +12.5% |
| CERN | Buy | CERNER CORP | $498,000 | +62.7% | 7,497 | +44.2% | 0.01% | +60.0% |
| AVGO | Buy | BROADCOM LTD | $420,000 | +91.8% | 1,801 | +79.9% | 0.01% | +133.3% |
| HRS | New | HARRIS CORP | $435,000 | – | 3,987 | +100.0% | 0.01% | – |
| RDSA | Buy | ROYAL DUTCH SHELL PLC | $445,000 | +12.4% | 8,369 | +11.3% | 0.01% | +16.7% |
| DUK | Buy | DUKE ENERGY CORP | $458,000 | +28.3% | 5,484 | +26.0% | 0.01% | +16.7% |
| EFA | New | ISHARES TR MSCI EAFE ETFetf - intl | $416,000 | – | 6,373 | +100.0% | 0.01% | – |
| UL | Buy | UNILEVER PLC-SPONSORED ADR | $382,000 | +11.7% | 7,063 | +1.8% | 0.01% | +20.0% |
| BSX | New | BOSTON SCIENTIFIC CORPORATION | $333,000 | – | 12,002 | +100.0% | 0.01% | – |
| VT | New | VANGUARD TOTAL WORLD STOCK ETFetf - intl | $328,000 | – | 4,850 | +100.0% | 0.01% | – |
| VRTX | New | VERTEX PHARMACEUTICALS INC | $297,000 | – | 2,308 | +100.0% | 0.01% | – |
| IWR | New | ISHARES TR RUSSELL MIDCAPetf - eq | $287,000 | – | 1,495 | +100.0% | 0.01% | – |
| EL | New | LAUDER ESTEE COS INC CL A | $306,000 | – | 3,192 | +100.0% | 0.01% | – |
| RCL | New | ROYAL CARIBBEAN CRUISES LTD | $328,000 | – | 3,000 | +100.0% | 0.01% | – |
| TRV | New | TRAVELERS COS INC | $227,000 | – | 1,795 | +100.0% | 0.00% | – |
| GILD | New | GILEAD SCIENCES, INC. | $240,000 | – | 3,395 | +100.0% | 0.00% | – |
| ZTS | New | ZOETIS INC | $237,000 | – | 3,800 | +100.0% | 0.00% | – |
| MCHP | New | MICROCHIP TECHNOLOGY INC | $270,000 | – | 3,500 | +100.0% | 0.00% | – |
| SJM | New | SMUCKER J M CO | $255,000 | – | 2,156 | +100.0% | 0.00% | – |
| HIG | New | HARTFORD FINANCIAL SERVCS GROU | $217,000 | – | 4,129 | +100.0% | 0.00% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-07-19
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORPORATION | 45 | Q2 2024 | 4.3% |
| APPLE INC | 45 | Q2 2024 | 4.5% |
| COSTCO WHOLESALE CORPORATION | 45 | Q2 2024 | 1.8% |
| JPMORGAN CHASE & CO COM | 45 | Q2 2024 | 1.9% |
| JOHNSON & JOHNSON | 45 | Q2 2024 | 1.7% |
| BECTON, DICKINSON AND COMPANY | 45 | Q2 2024 | 1.7% |
| NIKE INC -CL B | 45 | Q2 2024 | 1.7% |
| VISA INC | 45 | Q2 2024 | 1.7% |
| APTARGROUP, INC. | 45 | Q2 2024 | 1.5% |
| AUTOMATIC DATA PROCESSING, INC | 45 | Q2 2024 | 1.5% |
View Boston Trust Walden Corp's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| BTIM Corp. | April 25, 2014 | 1,025,835 | 4.8% |
View Boston Trust Walden Corp's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-19 |
| 13F-HR | 2024-04-22 |
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-04-19 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-10-19 |
| 13F-HR | 2022-07-22 |
| 13F-HR | 2022-04-20 |
View Boston Trust Walden Corp's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.