$6.42 Billion is the total value of Boston Trust Walden Corp's 643 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was 10.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $156,123,000 | +7.5% | 1,012,998 | +0.4% | 2.43% | +4.2% |
| MSFT | Buy | MICROSOFT CORP | $136,434,000 | +8.5% | 1,831,574 | +0.4% | 2.12% | +5.1% |
| GOOG | Buy | ALPHABET INC-CL C | $125,485,000 | +9.5% | 130,835 | +3.8% | 1.95% | +6.1% |
| JPM | Buy | JPMORGAN CHASE & CO | $106,166,000 | +6.0% | 1,111,563 | +1.4% | 1.65% | +2.7% |
| JNJ | Buy | JOHNSON & JOHNSON | $104,602,000 | -1.2% | 804,572 | +0.6% | 1.63% | -4.2% |
| MMM | Buy | 3M CO | $97,539,000 | +4.6% | 464,690 | +3.8% | 1.52% | +1.4% |
| ACN | Buy | ACCENTURE PLC-CL A | $93,789,000 | +9.6% | 694,372 | +0.3% | 1.46% | +6.2% |
| BDX | Buy | BECTON DICKINSON AND CO | $89,233,000 | +0.9% | 455,388 | +0.4% | 1.39% | -2.3% |
| CMCSA | Buy | COMCAST CORP NEW CL A | $86,986,000 | +0.1% | 2,260,562 | +1.2% | 1.35% | -3.1% |
| COST | Buy | COSTCO WHOLESALE CORP | $85,248,000 | +4.2% | 518,887 | +1.5% | 1.33% | +1.0% |
| PNC | Buy | PNC FINANCIAL SERVICES GROUP | $82,786,000 | +8.9% | 614,280 | +0.9% | 1.29% | +5.5% |
| V | Buy | VISA INC | $82,579,000 | +13.5% | 784,672 | +1.1% | 1.29% | +10.0% |
| ATR | Buy | APTARGROUP INC | $81,828,000 | +2.9% | 948,073 | +3.6% | 1.27% | -0.3% |
| USB | Buy | US BANCORP | $81,768,000 | +5.0% | 1,525,810 | +1.7% | 1.27% | +1.8% |
| ORCL | Buy | ORACLE CORP | $79,556,000 | -1.5% | 1,645,422 | +2.1% | 1.24% | -4.5% |
| ADP | Buy | AUTOMATIC DATA PROCESSING | $76,823,000 | +7.7% | 702,733 | +1.0% | 1.20% | +4.4% |
| UNP | Buy | UNION PACIFIC CORP | $67,037,000 | +9.2% | 578,052 | +2.5% | 1.04% | +5.8% |
| UNH | Buy | UNITED HEALTH GROUP INC | $63,110,000 | +6.7% | 322,234 | +1.1% | 0.98% | +3.5% |
| CB | Buy | CHUBB LTD | $61,470,000 | -1.3% | 431,221 | +0.6% | 0.96% | -4.4% |
| HUBB | Buy | HUBBELL INC | $57,974,000 | +6.5% | 499,689 | +3.9% | 0.90% | +3.2% |
| UPS | Buy | UNITED PARCEL SERVICE-CL B | $56,629,000 | +10.8% | 471,554 | +2.0% | 0.88% | +7.4% |
| NTRS | Buy | NORTHERN TRUST CORPORATION | $55,517,000 | +2.5% | 603,902 | +8.3% | 0.86% | -0.8% |
| DCI | Buy | DONALDSON CO INC | $53,404,000 | +11.6% | 1,162,464 | +10.6% | 0.83% | +8.2% |
| CSCO | Buy | CISCO SYSTEMS INC | $51,388,000 | +8.9% | 1,528,062 | +1.4% | 0.80% | +5.5% |
| XRAY | Buy | DENTSPLY SIRONA INC | $48,787,000 | +8.9% | 815,711 | +18.1% | 0.76% | +5.6% |
| AXP | Buy | AMERICAN EXPRESS CO | $48,707,000 | +7.5% | 538,435 | +0.1% | 0.76% | +4.1% |
| PPG | Buy | PPG INDUSTRIES | $47,711,000 | +7.7% | 439,090 | +9.0% | 0.74% | +4.4% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DEL CL | $47,552,000 | +17.5% | 259,392 | +8.5% | 0.74% | +13.8% |
| STT | Buy | STATE STREET CORP | $47,353,000 | +6.5% | 495,637 | +0.1% | 0.74% | +3.2% |
| ES | Buy | EVERSOURCE ENERGY | $46,154,000 | +7.7% | 763,631 | +8.2% | 0.72% | +4.5% |
| SBUX | Buy | STARBUCKS CORP | $45,469,000 | -2.7% | 846,563 | +5.7% | 0.71% | -5.7% |
| MRK | Buy | MERCK & CO INC NEW | $42,090,000 | +1.6% | 657,355 | +1.7% | 0.66% | -1.7% |
| ED | Buy | CONSOLIDATED EDISON INC | $41,154,000 | +1.1% | 510,098 | +1.3% | 0.64% | -2.0% |
| MDT | Buy | MEDTRONIC INC | $39,939,000 | -10.5% | 513,546 | +2.1% | 0.62% | -13.2% |
| CBSH | Buy | COMMERCE BANCSHARES INC | $37,138,000 | +2.0% | 642,863 | +0.4% | 0.58% | -1.2% |
| HSY | Buy | THE HERSHEY COMPANY | $34,778,000 | +8.3% | 318,575 | +6.5% | 0.54% | +5.0% |
| AZPN | Buy | ASPEN TECHNOLOGY INC | $34,308,000 | +14.9% | 546,221 | +1.1% | 0.53% | +11.2% |
| AIT | Buy | APPLIED INDUSTRIAL TECH INC | $32,482,000 | +20.6% | 493,642 | +8.2% | 0.51% | +16.9% |
| GOOGL | Buy | ALPHABET INC-A | $32,244,000 | +6.4% | 33,115 | +1.6% | 0.50% | +3.1% |
| STI | Buy | SUNTRUST BKS INC | $29,604,000 | +7.2% | 495,300 | +1.8% | 0.46% | +3.8% |
| FELE | Buy | FRANKLIN ELECTRIC CO INC | $28,987,000 | +36.0% | 646,317 | +25.5% | 0.45% | +31.5% |
| BBT | Buy | BB&T CORP | $28,768,000 | +25.5% | 612,860 | +21.4% | 0.45% | +21.7% |
| VMI | Buy | VALMONT INDUSTRIES | $28,362,000 | +26.9% | 179,393 | +20.0% | 0.44% | +23.1% |
| CHD | Buy | CHURCH & DWIGHT INC | $27,748,000 | -5.2% | 572,698 | +1.5% | 0.43% | -8.1% |
| PX | Buy | PRAXAIR, INC, | $26,731,000 | +6.7% | 191,296 | +1.2% | 0.42% | +3.2% |
| DFS | Buy | DISCOVER FINL SVCS | $25,904,000 | +9.7% | 401,737 | +5.8% | 0.40% | +6.3% |
| NJR | Buy | NEW JERSEY RESOURCES CORP | $25,272,000 | +21.9% | 599,579 | +14.8% | 0.39% | +18.3% |
| TECD | Buy | TECH DATA CORP | $25,000,000 | +18.1% | 281,377 | +34.3% | 0.39% | +14.4% |
| DG | Buy | DOLLAR GENERAL CORP | $24,577,000 | +12.9% | 303,231 | +0.4% | 0.38% | +9.4% |
| EL | Buy | LAUDER ESTEE COS INC CL A | $24,494,000 | +7904.6% | 227,137 | +7015.8% | 0.38% | +7520.0% |
| APD | Buy | AIR PRODUCTS & CHEMICALS INC | $24,452,000 | +6.5% | 161,700 | +0.8% | 0.38% | +3.3% |
| MASI | Buy | MASIMO CORP | $24,435,000 | +23.0% | 282,286 | +29.6% | 0.38% | +19.1% |
| TEN | Buy | TENNECO INC | $23,505,000 | +32.3% | 387,417 | +26.1% | 0.37% | +28.4% |
| TXRH | Buy | TEXAS ROADHOUSE INC | $23,216,000 | +18.1% | 472,434 | +22.5% | 0.36% | +14.6% |
| WSM | Buy | WILLIAMS-SONOMA INC | $22,864,000 | +3.1% | 458,578 | +0.3% | 0.36% | 0.0% |
| NTGR | Buy | NETGEAR INC | $22,125,000 | +10.5% | 464,814 | +0.1% | 0.34% | +7.1% |
| BMS | Buy | BEMIS COMPANY, INC. | $21,887,000 | -1.4% | 480,303 | +0.1% | 0.34% | -4.5% |
| MORN | Buy | MORNINGSTAR INC | $20,218,000 | +8.9% | 237,879 | +0.4% | 0.32% | +5.7% |
| DHR | Buy | DANAHER CORP | $20,168,000 | +2818.7% | 235,102 | +2770.6% | 0.31% | +2754.5% |
| CAKE | Buy | CHEESECAKE FACTORY INC/THE | $19,942,000 | -13.0% | 473,461 | +3.8% | 0.31% | -15.5% |
| PCLN | Buy | PRICELINE COM INC | $19,864,000 | +5.8% | 10,850 | +8.1% | 0.31% | +2.3% |
| TECH | Buy | BIO-TECHNE CORP | $17,939,000 | +26.2% | 148,393 | +22.6% | 0.28% | +22.4% |
| MMC | Buy | MARSH MCLENNAN COS INC | $17,331,000 | +3109.4% | 206,785 | +2887.4% | 0.27% | +2900.0% |
| TR | Buy | TOOTSIE ROLL INDS | $16,552,000 | +637.0% | 435,583 | +575.7% | 0.26% | +616.7% |
| LANC | New | LANCASTER COLONY CORP | $16,138,000 | – | 134,349 | +100.0% | 0.25% | – |
| MLHR | Buy | HERMAN MILLER INC | $15,910,000 | +65.1% | 443,187 | +39.8% | 0.25% | +60.0% |
| CUBE | New | CUBESMART | $14,731,000 | – | 567,458 | +100.0% | 0.23% | – |
| EXLS | Buy | EXLSERVICE HOLDINGS INC | $14,651,000 | +10.2% | 251,230 | +5.0% | 0.23% | +6.5% |
| MKC | Buy | MCCORMICK & CO INC | $14,282,000 | +5.9% | 139,147 | +0.6% | 0.22% | +2.3% |
| HE | New | HAWAIIAN ELECTRIC INDUSTRIES I | $13,714,000 | – | 410,942 | +100.0% | 0.21% | – |
| NDSN | Buy | NORDSON CORPORATION | $13,512,000 | +9.6% | 114,028 | +12.2% | 0.21% | +6.1% |
| TMP | Buy | TOMPKINS FINANCIAL CORP | $13,416,000 | +33.8% | 155,742 | +22.3% | 0.21% | +29.8% |
| IFF | Buy | INTERNATIONAL FLAVORS & FRAGRA | $13,124,000 | +6.3% | 91,834 | +0.5% | 0.20% | +3.0% |
| FDS | Buy | FACTSET RESH SYS INC | $12,968,000 | +12.3% | 72,004 | +3.6% | 0.20% | +8.6% |
| APA | Buy | APACHE CORP | $12,178,000 | -0.1% | 265,904 | +4.6% | 0.19% | -3.1% |
| SBNY | Buy | SIGNATURE BANK | $12,201,000 | +12.5% | 95,287 | +26.1% | 0.19% | +9.2% |
| AZO | Buy | AUTOZONE INC | $11,907,000 | +34.7% | 20,008 | +29.1% | 0.18% | +30.3% |
| DOX | Buy | AMDOCS LTD ORD | $11,790,000 | +0.4% | 183,314 | +0.7% | 0.18% | -2.6% |
| DEO | Buy | DIAGEO PLC ADR | $11,489,000 | +17.6% | 86,951 | +6.7% | 0.18% | +14.0% |
| JLL | Buy | JONES LANG LASALLE INC | $11,471,000 | -0.7% | 92,887 | +0.5% | 0.18% | -3.8% |
| COO | Buy | COOPER COS INC/THE | $11,434,000 | -0.8% | 48,221 | +0.2% | 0.18% | -3.8% |
| AVY | Buy | AVERY DENNISON CORP | $11,380,000 | +11.8% | 115,721 | +0.5% | 0.18% | +7.9% |
| SRCE | Buy | 1ST SOURCE CORP | $10,662,000 | +43.8% | 209,868 | +35.7% | 0.17% | +39.5% |
| RPM | Buy | RPM INTERNATIONAL INC | $10,436,000 | +27.3% | 203,274 | +35.3% | 0.16% | +23.5% |
| FFIV | Buy | F5 NETWORKS INC | $10,426,000 | -4.6% | 86,484 | +0.6% | 0.16% | -8.0% |
| SAM | Buy | BOSTON BEER INC | $10,350,000 | +18.4% | 66,261 | +0.2% | 0.16% | +15.0% |
| LAMR | Buy | LAMAR ADVERTISING CO-A | $10,292,000 | +20.3% | 150,192 | +29.2% | 0.16% | +16.8% |
| WAB | Buy | WABTEC CORP | $10,066,000 | -16.1% | 132,891 | +1.4% | 0.16% | -18.7% |
| SEIC | Buy | SEI INVESTMENTS COMPANY | $10,024,000 | +14.8% | 164,174 | +1.1% | 0.16% | +11.4% |
| KAI | Buy | KADANT INC | $9,941,000 | +31.5% | 100,871 | +0.3% | 0.16% | +27.0% |
| STE | Buy | STERIS PLC | $9,746,000 | +9.9% | 110,244 | +1.3% | 0.15% | +7.0% |
| CAC | Buy | CAMDEN NATIONAL CORP | $9,659,000 | +34.0% | 221,342 | +31.8% | 0.15% | +29.3% |
| JNPR | Buy | JUNIPER NETWORKS INC | $9,662,000 | +18.0% | 347,196 | +18.2% | 0.15% | +13.6% |
| BRO | Buy | BROWN & BROWN INC COM | $9,564,000 | +12.0% | 198,477 | +0.1% | 0.15% | +8.8% |
| MIDD | New | MIDDLEBY CORP | $9,454,000 | – | 73,762 | +100.0% | 0.15% | – |
| PKI | Buy | PERKINELMER INC | $9,254,000 | +110.5% | 134,179 | +108.0% | 0.14% | +102.8% |
| ST | Buy | SENSATA TECHNOLOGIES HOLDING | $9,261,000 | +31.7% | 192,657 | +17.0% | 0.14% | +27.4% |
| RMD | Buy | RESMED INC | $9,070,000 | -0.5% | 117,853 | +0.7% | 0.14% | -3.4% |
| ANSS | Buy | ANSYS INC COM | $8,893,000 | +2.1% | 72,461 | +1.3% | 0.14% | -1.4% |
| IEX | Buy | IDEX CORP COM | $8,503,000 | +9.5% | 70,002 | +1.8% | 0.13% | +5.6% |
| EXPD | Buy | EXPEDITORS INTL WASH INC | $8,426,000 | +6.7% | 140,764 | +0.7% | 0.13% | +3.1% |
| WRB | Buy | WR BERKLEY CORP | $8,014,000 | +15.4% | 120,070 | +19.6% | 0.12% | +11.6% |
| SCI | Buy | SERVICE CORP INTERNATIONAL | $7,759,000 | +3.3% | 224,907 | +0.1% | 0.12% | 0.0% |
| SIVB | Buy | SVB FINANCIAL GROUP | $7,686,000 | +7.1% | 41,082 | +0.6% | 0.12% | +4.3% |
| AKAM | Buy | AKAMAI TECHNOLOGIES INC | $7,448,000 | +20.3% | 152,884 | +23.0% | 0.12% | +17.2% |
| RE | Buy | EVEREST RE GROUP LTD | $7,374,000 | -10.1% | 32,290 | +0.2% | 0.12% | -12.9% |
| NTAP | Buy | NETAPP INC | $7,279,000 | +53.7% | 166,326 | +40.7% | 0.11% | +48.7% |
| HON | Buy | HONEYWELL INTERNATIONAL INC. | $6,920,000 | +67.6% | 48,819 | +57.6% | 0.11% | +63.6% |
| HP | Buy | HELMERICH & PAYNE INC | $6,635,000 | +1.8% | 127,330 | +6.2% | 0.10% | -1.9% |
| PII | Buy | POLARIS INDUSTRIES INC | $6,588,000 | +14.4% | 62,964 | +0.8% | 0.10% | +10.8% |
| BDGE | Buy | BRIDGE BANCORP INC | $6,131,000 | +2.4% | 180,577 | +0.4% | 0.10% | -1.0% |
| CHRW | Buy | C H ROBINSON WORLDWIDE INC | $5,588,000 | +11.4% | 73,421 | +0.5% | 0.09% | +7.4% |
| VCIT | Buy | VANGUARD I/T CORPORATE BOND ETetf - fi | $5,300,000 | +6.8% | 60,216 | +6.2% | 0.08% | +3.8% |
| TIF | Buy | TIFFANY & CO | $5,189,000 | -1.4% | 56,531 | +0.8% | 0.08% | -4.7% |
| GABC | New | GERMAN AMERICAN BANCORP | $4,931,000 | – | 129,651 | +100.0% | 0.08% | – |
| KSU | Buy | KANSAS CITY SOUTHERN | $4,765,000 | +5.0% | 43,840 | +1.1% | 0.07% | +1.4% |
| EIX | Buy | EDISON INTERNATIONAL | $4,393,000 | +0.2% | 56,915 | +1.5% | 0.07% | -2.9% |
| AME | Buy | AMETEK INC NEW | $4,386,000 | +11.0% | 66,415 | +1.8% | 0.07% | +7.9% |
| VWO | Buy | VANGUARD FTSE EMERGING MARKETSetf - intl | $4,292,000 | +21.1% | 98,501 | +13.4% | 0.07% | +17.5% |
| ECL | Buy | ECOLAB INC | $4,171,000 | +2.3% | 32,432 | +5.6% | 0.06% | -1.5% |
| VGK | Buy | VANGUARD FTSE EUROPE ETFetf - intl | $3,958,000 | +12.0% | 67,850 | +5.9% | 0.06% | +8.8% |
| VOO | Buy | VANGUARD S&P 500 ETFetf - eq | $4,005,000 | +27.3% | 17,356 | +22.6% | 0.06% | +21.6% |
| ZBH | Buy | ZIMMER BIOMET HOLDINGS INC | $3,792,000 | +36.2% | 32,382 | +49.3% | 0.06% | +31.1% |
| H | Buy | HYATT HOTELS CORP - CL A | $3,804,000 | +16.7% | 61,560 | +6.2% | 0.06% | +13.5% |
| PAYX | Buy | PAYCHEX INC | $3,750,000 | +36.1% | 62,539 | +29.3% | 0.06% | +31.8% |
| RY | Buy | ROYAL BANK OF CANADA | $3,464,000 | +8.6% | 44,780 | +1.8% | 0.05% | +5.9% |
| LH | Buy | LABORATORY CORP AMER HLDGS | $3,337,000 | +15.5% | 22,105 | +17.9% | 0.05% | +13.0% |
| MDLZ | Buy | MONDELEZ INTERNATIONAL-W/I | $3,284,000 | -5.8% | 80,759 | +0.1% | 0.05% | -8.9% |
| ACC | New | AMERICAN CAMPUS COMMUNITIES | $3,287,000 | – | 74,449 | +100.0% | 0.05% | – |
| PFE | Buy | PFIZER, INC. | $3,296,000 | +6.4% | 92,333 | +0.1% | 0.05% | +2.0% |
| NGG | New | NATIONAL GRID PLC-SP ADR | $3,239,000 | – | 51,650 | +100.0% | 0.05% | – |
| DLR | Buy | DIGITAL RLTY TR INC | $3,037,000 | +7.1% | 25,669 | +2.3% | 0.05% | +2.2% |
| AMGN | Buy | AMGEN INC. | $2,932,000 | +10.4% | 15,723 | +2.0% | 0.05% | +7.0% |
| SNN | Buy | SMITH & NEPHEW PLC -SPON ADR | $2,912,000 | +28.6% | 80,000 | +23.1% | 0.04% | +25.0% |
| HAS | Buy | HASBRO INC | $2,839,000 | -10.1% | 29,064 | +2.6% | 0.04% | -13.7% |
| CTXS | Buy | CITRIX SYS INC | $2,681,000 | +0.1% | 34,895 | +3.6% | 0.04% | -2.3% |
| ORLY | Buy | O REILLY AUTOMOTIVE INC NEW | $2,622,000 | +2.0% | 12,175 | +3.6% | 0.04% | 0.0% |
| ROP | New | ROPER INDUSTRIES INC | $2,595,000 | – | 10,661 | +100.0% | 0.04% | – |
| ANDV | New | ANDEAVOR | $2,335,000 | – | 22,646 | +100.0% | 0.04% | – |
| FISV | Buy | FISERV, INC. | $2,253,000 | +21.8% | 17,470 | +15.5% | 0.04% | +16.7% |
| NOV | New | NATIONAL OILWELL VARCO INC | $2,155,000 | – | 60,297 | +100.0% | 0.03% | – |
| CLX | Buy | CLOROX COMPANY | $2,118,000 | +3.9% | 16,050 | +4.9% | 0.03% | 0.0% |
| DOV | Buy | DOVER CORPORATION | $2,056,000 | +20.8% | 22,500 | +6.0% | 0.03% | +18.5% |
| BSV | Buy | VANGUARD SHORT-TERM BOND ETFetf - fi | $2,043,000 | +1.1% | 25,600 | +1.2% | 0.03% | 0.0% |
| EWJ | Buy | ISHARES MSCI JAPAN INDEX ETFetf - intl | $1,896,000 | +8.5% | 34,037 | +4.4% | 0.03% | +7.1% |
| VEU | Buy | VANGUARD FTSE ALL WORLD EX-USetf - intl | $1,823,000 | +30.3% | 34,586 | +23.7% | 0.03% | +27.3% |
| UTX | Buy | UNITED TECHNOLOGIES CORPORATIO | $1,828,000 | -1.7% | 15,746 | +3.4% | 0.03% | -6.7% |
| SON | Buy | SONOCO PRODUCTS CO | $1,570,000 | -1.7% | 31,112 | +0.2% | 0.02% | -7.7% |
| WFC | Buy | WELLS FARGO & COMPANY | $1,521,000 | +4.0% | 27,587 | +4.5% | 0.02% | +4.3% |
| VMBS | Buy | VANGUARD MORTG-BACK SEC ETFetf - fi | $1,463,000 | +2.0% | 27,723 | +1.8% | 0.02% | 0.0% |
| BMY | Buy | BRISTOL-MYERS SQUIBB COMPANY | $1,296,000 | +19.3% | 20,326 | +4.3% | 0.02% | +17.6% |
| ADBE | Buy | ADOBE SYS INC | $1,155,000 | +15.2% | 7,740 | +9.2% | 0.02% | +12.5% |
| LOW | Buy | LOWES COS INC | $1,126,000 | +17.0% | 14,082 | +13.5% | 0.02% | +20.0% |
| EPP | Buy | ISHARES MSCI PACIF EX-JAPAN IDetf - intl | $1,091,000 | +8.6% | 23,600 | +4.4% | 0.02% | +6.2% |
| DWDP | New | DOWDUPONT INC | $1,076,000 | – | 15,538 | +100.0% | 0.02% | – |
| SPY | Buy | SPDR S&P 500 ETF TRUSTetf - eq | $875,000 | +11.5% | 3,484 | +7.3% | 0.01% | +7.7% |
| VFC | Buy | V F CORP | $921,000 | +45.3% | 14,485 | +31.7% | 0.01% | +40.0% |
| SPGI | Buy | S&P GLOBAL INC | $863,000 | +28.6% | 5,518 | +20.1% | 0.01% | +18.2% |
| AMZN | Buy | AMAZON.COM INC | $858,000 | +2.3% | 892 | +2.9% | 0.01% | 0.0% |
| IWD | Buy | ISHARES TR RUS 1000 VAL ETFetf - eq | $770,000 | +6.5% | 6,497 | +4.7% | 0.01% | 0.0% |
| DUK | Buy | DUKE ENERGY CORP | $478,000 | +4.4% | 5,701 | +4.0% | 0.01% | 0.0% |
| REGN | Buy | REGENERON PHARMACEUTICALS INC | $469,000 | -4.5% | 1,050 | +5.0% | 0.01% | -12.5% |
| IWR | Buy | ISHARES TR RUSSELL MIDCAPetf - eq | $358,000 | +24.7% | 1,815 | +21.4% | 0.01% | +20.0% |
| SCHW | New | SCHWAB (CHARLES) CORP | $369,000 | – | 8,430 | +100.0% | 0.01% | – |
| WHR | New | WHIRLPOOL CORP | $329,000 | – | 1,786 | +100.0% | 0.01% | – |
| CMG | Buy | CHIPOTLE MEXICAN GRILL INC | $320,000 | -13.3% | 1,038 | +16.9% | 0.01% | -16.7% |
| DSI | New | ISHARES MSCI KLD 400 SOCIALetf - eq | $323,000 | – | 3,477 | +100.0% | 0.01% | – |
| BAX | Buy | BAXTER INT'L INC | $288,000 | +19.0% | 4,590 | +15.0% | 0.00% | 0.0% |
| TWX | New | TIME WARNER INC | $251,000 | – | 2,450 | +100.0% | 0.00% | – |
| SJM | Buy | SMUCKER J M CO | $257,000 | +0.8% | 2,445 | +13.4% | 0.00% | 0.0% |
| HSIC | Buy | SCHEIN HENRY INC | $234,000 | -10.3% | 2,850 | +100.0% | 0.00% | 0.0% |
| GS | New | GOLDMAN SACHS GROUP INC | $230,000 | – | 969 | +100.0% | 0.00% | – |
| SWK | New | STANLEY BLACK & DECKER,INC | $205,000 | – | 1,360 | +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 2017-10-13
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.