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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 | |
|---|---|---|---|---|---|---|
276
Chipotle Mexican Grill
CMG
$44.4B
| $1.23M | 0.01% |
38,371
-3,526
| -8% | -$130K |
|
277
GE Aerospace
GE
$376B
| $1.17M | 0.01% |
4,139
-769
| -16% | -$242K |
|
278
Comfort Systems
FIX
$61.1B
| $1.17M | 0.01% |
850
-25
| -3% | -$31.7K |
|
279
Wells Fargo
WFC
$265B
| $1.16M | 0.01% |
14,515
+1,000
| +7% | +$85.9K |
|
280
Walmart Inc
WMT
$896B
| $1.11M | 0.01% |
8,911
-6,000
| -40% | -$737K |
|
281
Amcor
AMCR
$20.1B
| $1.06M | 0.01% |
+26,713
| New | +$1.18M |
|
282
iShares Core S&P Total US Stock Market ETF
ITOT
$95.1B
| $1.05M | 0.01% |
7,368
+701
| +11% | +$104K |
|
283
iShares Core S&P Small-Cap ETF
IJR
$110B
| $1.04M | 0.01% |
8,390
| – | – |
|
284
Northrop Grumman
NOC
$74.6B
| $1.04M | 0.01% |
1,518
-150
| -9% | -$104K |
|
285
Omnicom Group
OMC
$23.1B
| $1.01M | 0.01% |
13,446
-2,250
| -14% | -$175K |
|
286
Goldman Sachs
GS
$340B
| $1M | 0.01% |
1,184
-10
| -0.8% | -$8.92K |
|
287
iShares Russell 1000 ETF
IWB
$48.7B
| $964K | 0.01% |
2,705
| – | – |
|
288
Vanguard Dividend Appreciation ETF
VIG
$110B
| $964K | 0.01% |
4,483
+57
| +1% | +$12.7K |
|
289
State Street
STT
$51.6B
| $958K | 0.01% |
7,571
-50
| -0.7% | -$6.39K |
|
290
Intel
INTC
$518B
| $951K | 0.01% |
21,541
-3,300
| -13% | -$151K |
|
291
Regeneron Pharmaceuticals
REGN
$69.7B
| $922K | 0.01% |
1,193
-260
| -18% | -$199K |
|
292
Xylem
XYL
$28.9B
| $899K | 0.01% |
7,522
-20
| -0.3% | -$2.62K |
|
293
Kimberly-Clark
KMB
$35.4B
| $896K | 0.01% |
9,292
| – | – |
|
294
Target
TGT
$62.8B
| $882K | 0.01% |
7,278
| – | – |
|
295
L3Harris
LHX
$53.4B
| $882K | 0.01% |
2,555
| – | – |
|
296
GE Vernova
GEV
$284B
| $867K | 0.01% |
993
-159
| -14% | -$124K |
|
297
ASML
ASML
$700B
| $865K | 0.01% |
655
| – | – |
|
298
State Street Technology Select Sector SPDR ETF
XLK
$118B
| $842K | 0.01% |
6,332
+30
| +0.5% | +$4.23K |
|
299
Travelers Companies
TRV
$70B
| $822K | 0.01% |
2,819
+333
| +13% | +$97.6K |
|
300
Brown-Forman Class A
BF.A
$11.7B
| $814K | 0.01% |
30,400
| – | – |
|
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