Boston Trust Walden Corp
Q1 2021 13F-HR Holdings
Net value change ($000)
+952,778
(10.2%)
New positions
10
Sold out positions
13
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)
Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown
Snapshot: Change Analysis
Compared to Q4 2020
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Top Adds (Value $000, Stocks/ETFs)
| GOOGL | 42,440 | 19.1% |
| FDS | 42,404 | 157.1% |
| WSM | 37,781 | 90.1% |
| JPM | 37,411 | 32.1% |
| ADBE | 34,070 | 961.3% |
| USB | 31,541 | 52.4% |
| CVCO | 30,495 | NEW |
| HUBB | 25,748 | 30.6% |
| HRC | 25,251 | 40.0% |
| TROW | 25,250 | 31.1% |
Top Reduces (Value $000, Stocks/ETFs)
| VZ | -44,028 | -70.8% |
| AAPL | -43,942 | -10.8% |
| NIC INC | -42,106 | -99.3% |
| HMS HOLDINGS CORP | -40,522 | -100.0% |
| MORN | -28,915 | -100.0% |
| CL | -22,006 | -49.5% |
| PG | -21,307 | -36.5% |
| SVB FINANCIAL GROUP | -19,993 | -100.0% |
| CPT | -18,248 | -100.0% |
| CERNER Corp | -17,900 | -59.6% |
Instrument mix + QoQ Δ (ex-options)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|