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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 | |
|---|---|---|---|---|---|---|
251
NextEra Energy
NEE
$186B
| $2.85M | 0.02% |
30,678
| – | – |
|
252
Coca-Cola
KO
$355B
| $2.8M | 0.02% |
36,764
-200
| -0.5% | -$15.1K |
|
253
Cognizant
CTSH
$20.4B
| $2.64M | 0.02% |
43,087
-5
| -0% | -$358 |
|
254
Royal Bank of Canada
RY
$303B
| $2.42M | 0.02% |
14,935
| – | – |
|
255
Bank of America
BAC
$432B
| $2.38M | 0.02% |
48,806
-14
| -0% | -$722 |
|
256
iShares MSCI KLD 400 Social ETF
DSI
$5.35B
| $2.3M | 0.02% |
19,003
| – | – |
|
257
Vanguard Large-Cap ETF
VV
$53.1B
| $2.28M | 0.02% |
7,645
| – | – |
|
258
3M
MMM
$83.7B
| $2.27M | 0.02% |
15,629
-3,130
| -17% | -$498K |
|
259
Berkshire Hathaway Class A
BRK.A
$1.05T
| $2.15M | 0.02% |
3
| – | – |
|
260
iShares Core S&P 500 ETF
IVV
$895B
| $2.14M | 0.02% |
3,281
+74
| +2% | +$50.5K |
|
261
Medtronic
MDT
$103B
| $2.02M | 0.02% |
23,355
+1,779
| +8% | +$170K |
|
262
Pfizer
PFE
$141B
| $1.92M | 0.02% |
68,379
-2,325
| -3% | -$61.9K |
|
263
iShares Russell Mid-Cap ETF
IWR
$56.7B
| $1.92M | 0.02% |
19,735
+10
| +0.1% | +$999 |
|
264
Invesco S&P 500 Equal Weight ETF
RSP
$96.2B
| $1.65M | 0.01% |
8,604
+3,850
| +81% | +$763K |
|
265
Parker-Hannifin
PH
$120B
| $1.57M | 0.01% |
1,756
-1,050
| -37% | -$994K |
|
266
Norfolk Southern
NSC
$73.8B
| $1.51M | 0.01% |
5,267
| – | – |
|
267
M&T Bank
MTB
$36.4B
| $1.47M | 0.01% |
7,095
-80
| -1% | -$17.2K |
|
268
S&P Global
SPGI
$132B
| $1.45M | 0.01% |
3,415
| – | – |
|
269
Vanguard Growth ETF
VUG
$227B
| $1.4M | 0.01% |
19,236
-768
| -4% | -$59.7K |
|
270
Intuit
INTU
$76.5B
| $1.37M | 0.01% |
3,179
-130
| -4% | -$62K |
|
271
Consolidated Edison
ED
$40.7B
| $1.35M | 0.01% |
11,898
-200
| -2% | -$21.7K |
|
272
McKesson
MCK
$93.2B
| $1.27M | 0.01% |
1,464
-4
| -0.3% | -$3.57K |
|
273
RTX Corp
RTX
$264B
| $1.25M | 0.01% |
6,497
-5,400
| -45% | -$1.07M |
|
274
Phillips 66
PSX
$78.6B
| $1.25M | 0.01% |
6,860
| – | – |
|
275
Vanguard FTSE Emerging Markets ETF
VWO
$122B
| $1.24M | 0.01% |
22,889
-130,080
| -85% | -$7.29M |
|
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