Boston Trust Walden Corp
Q4 2021 13F-HR Holdings
Net value change ($000)
+1,160,164
(10.3%)
New positions
16
Sold out positions
13
Turnover %
2.0%
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 Q3 2021
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)
| AAPL | 92,289 | 22.1% |
| MSFT | 65,449 | 15.2% |
| ACN | 52,505 | 27.2% |
| PYPL | 39,694 | 8724.0% |
| UNH | 34,634 | 31.3% |
| COST | 29,024 | 17.2% |
| UNP | 27,661 | 28.9% |
| CENT | 27,215 | NEW |
| AMAT | 26,936 | NEW |
| CHE | 25,886 | 28.1% |
Top Reduces (Value $000, Stocks/ETFs)
| HRC | -72,875 | -100.0% |
| CoreSite Realty Corp | -65,499 | -100.0% |
| JLL | -34,102 | -35.3% |
| INTU | -27,542 | -56.9% |
| INTC | -24,136 | -65.5% |
| AXP | -22,822 | -34.3% |
| CyrusOne Holdco LLC | -15,479 | -100.0% |
| TDC | -10,836 | -26.1% |
| MDT | -10,623 | -14.7% |
| CMCSA | -8,553 | -7.5% |
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 |
|---|