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BOSTON TRUST WALDEN CORP

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BOSTON MA Trust
13F Summary
Boston Trust Walden Corp is based out of Boston. Their last reported 13F filing for Q4 2023 included $13,255,036,554 in managed 13F securities and a top 10 holdings concentration of 19.02%. Boston Trust Walden Corp's largest holding is Microsoft Corp. with shares held of 1,363,421. Whalewisdom has at least 50 13F filings, and 2 13G filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
MSFT Microsoft Corp. 3.87%
AAPL Apple Inc 3.2%
ACN Accenture Plc 1.71%
GOOGL Alphabet Inc. Class 1.67%
JPM JPMorgan Chase & Co. 1.58%

2023-12-31

13F Activity

Market Value $13.3b, Prior: $11.9b
New Purchases 18 stocks
Added To 159 stocks
Sold out of 6 stocks
Reduced holdings in 135 stocks
Top 10 Holdings % 19.02%
Turnover %[1] 6.45%
Turnover Alt %[2] 3.48%
Time Held Top 20 20.2 quarters
Time Held Top 10 13.3 quarters
Time Held All 28 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance