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BTW
Boston Trust Walden Portfolio holdings
AUM
$12.2B
1-Year Est. Return
12.45%
This Fund
S&P 500
This Quarter
Est. Return
-0.88%
1 Year Est. Return
+12.45%
3 Year Est. Return
+44.66%
5 Year Est. Return
+68.67%
10 Year Est. Return
+295.88%
AUM
$12.2B
AUM Growth
-$1.09B
(-8.2%)
Cap. Flow
-$727M
Cap. Flow
% of AUM
-5.98%
Top 10 Holdings %
Top 10 Hldgs %
18.53%
Holding
400
New
17
Increased
78
Reduced
225
Closed
12
Top Buys
| 1 |
ON Semiconductor
ON
|
+$54.7M |
| 2 |
Ball Corp
BALL
|
+$34.1M |
| 3 |
ESAB
ESAB
|
+$27.8M |
| 4 |
Veralto
VLTO
|
+$26.9M |
| 5 |
Linde
LIN
|
+$22.7M |
Top Sells
| 1 |
Teradyne
TER
|
+$116M |
| 2 |
EXL Service
EXLS
|
+$58.8M |
| 3 |
CSGS
CSG Systems International
CSGS
|
+$52.7M |
| 4 |
Donaldson
DCI
|
+$47.5M |
| 5 |
Applied Materials
AMAT
|
+$39.2M |
Sector Composition
| 1 | Technology | 22.12% |
| 2 | Industrials | 16.15% |
| 3 | Financials | 14.82% |
| 4 | Healthcare | 13.77% |
| 5 | Consumer Discretionary | 8.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Intuitive Surgical
ISRG
$138B
| $6.33M | 0.05% |
13,722
-250
| -2% | -$126K |
|
227
Hershey
HSY
$34.5B
| $6.31M | 0.05% |
30,366
-859
| -3% | -$181K |
|
228
Keysight
KEYS
$55.1B
| $6.28M | 0.05% |
+22,224
| New | +$5.57M |
|
229
Idexx Laboratories
IDXX
$43.9B
| $5.98M | 0.05% |
+10,645
| New | +$6.83M |
|
230
Verizon
VZ
$179B
| $5.96M | 0.05% |
118,754
-587
| -0.5% | -$27.2K |
|
231
Quest Diagnostics
DGX
$22.3B
| $5.96M | 0.05% |
30,390
+1,541
| +5% | +$299K |
|
232
AbbVie
ABBV
$431B
| $5.6M | 0.05% |
25,726
| – | – |
|
233
Lockheed Martin
LMT
$119B
| $5.37M | 0.04% |
8,885
-24,452
| -73% | -$15.1M |
|
|
HTO
234
H2O America
HTO
$2.62B
| $4.85M | 0.04% |
+82,722
| New | +$4.5M |
|
235
Veeva Systems
VEEV
$31.5B
| $4.78M | 0.04% |
27,225
-904
| -3% | -$178K |
|
236
Vanguard Mid-Cap ETF
VO
$106B
| $4.67M | 0.04% |
65,016
-1,260
| -2% | -$93.6K |
|
237
Albertsons Companies
ACI
$7.13B
| $4.48M | 0.04% |
262,636
| – | – |
|
238
CME Group
CME
$88.6B
| $4.47M | 0.04% |
15,151
+702
| +5% | +$209K |
|
239
Charter Communications
CHTR
$16.1B
| $4.47M | 0.04% |
20,711
-272
| -1% | -$58.9K |
|
240
State Street SPDR S&P 500 ETF Trust
SPY
$786B
| $4.12M | 0.03% |
6,328
+10
| +0.2% | +$6.8K |
|
241
Ecolab
ECL
$76.1B
| $4.1M | 0.03% |
15,420
-1,975
| -11% | -$557K |
|
242
Tesla
TSLA
$1.48T
| $3.57M | 0.03% |
9,603
+6,218
| +184% | +$2.56M |
|
243
Vanguard FTSE Developed Markets ETF
VEA
$229B
| $3.42M | 0.03% |
53,398
+31,550
| +144% | +$2.08M |
|
244
Honeywell
HON
$70.6B
| $3.24M | 0.03% |
14,315
-50
| -0.3% | -$11.4K |
|
245
Baker Hughes
BKR
$56.8B
| $3.16M | 0.03% |
51,800
+915
| +2% | +$52.9K |
|
246
iShares Russell 1000 Value ETF
IWD
$81.7B
| $3.13M | 0.03% |
14,638
| – | – |
|
247
Moody's
MCO
$88.1B
| $3.12M | 0.03% |
7,150
+50
| +0.7% | +$23.7K |
|
248
Mastercard
MA
$473B
| $3.05M | 0.03% |
6,104
-5
| -0.1% | -$2.63K |
|
249
PayPal
PYPL
$49B
| $2.94M | 0.02% |
65,055
+100
| +0.2% | +$4.83K |
|
250
Eli Lilly
LLY
$1.03T
| $2.93M | 0.02% |
3,181
-20
| -0.6% | -$20.3K |
|
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