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| Boston Trust Walden Inc
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| |
|---|---|
| CRD # | 111266 |
| SEC # | 801-60136 |
| CIK # | 0001302797, 0001534866, 0000829937 |
| AUM | $4.8 BB (2024-03-28) |
| Employees | 32 (59% Investors, 0% Brokers) |
| Phone | 617-726-7250 |
| Address | One Beacon Street Boston, MA 02108-3116 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| MSFT | 1,918.2 | 0.6 | |
| AAPL | 2,382.8 | 0.4 | |
| GOOGL | 1,475.1 | 0.3 | |
| GOOG | 1,482.6 | 0.2 | |
| JPM | 340.2 | 0.2 | |
| ATR | 6.7 | 0.2 | |
| DCI | 5.9 | 0.2 | |
| ACN | 179.5 | 0.2 | |
| V | 419.3 | 0.2 | |
| WAT | 19.8 | 0.2 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 10 | 4.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 2 | 0.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 1 | 0.2 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 2 | 0.4 |
| Total | 15 | 4.8 |
| By Discretionary | ||
| Discretionary | 15 | 4.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 15 | 4.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.7 | |
| United States Persons | 4.1 | |
| Total | 15 | 4.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000829937] | |
| 13F-NT | [0000829937] | |
| 13F-NT | [0001302797] | |
| 13F-HR | [0001534866] | |
| SC 13G | [0001534866] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| BTIM Corp | BTIM Corp | [2014-02-14] |
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