BTW
Boston Trust Walden Portfolio holdings
AUM
$12.2B
1-Year Est. Return
12.45%
This Fund
S&P 500
1 Year Est. Return
+12.45%
AUM
$12.2B
AUM Growth
-$1.09B
(-8.2%)
Holding
400
Top Buys
| 1 | +$54.7M | |
| 2 | +$34.1M | |
| 3 | +$27.8M | |
| 4 |
Veralto
VLTO
|
+$26.9M |
| 5 |
Linde
LIN
|
+$22.7M |
Top Sells
| 1 | +$116M | |
| 2 | +$58.8M | |
| 3 | +$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 | |
|---|---|---|---|---|---|---|
26
Choice Hotels
CHH
$4.95B
| $96.3M | 0.79% |
930,762
-60,643
|
|
||
27
Commerce Bancshares
CBSH
$7.61B
| $95.2M | 0.78% |
1,934,136
-150,492
|
|
||
28
ONE Gas
OGS
$4.88B
| $93.6M | 0.77% |
1,086,259
-17,473
|
|
||
29
Jazz Pharmaceuticals
JAZZ
$14.8B
| $92.4M | 0.76% |
488,661
+94,750
|
|
||
30
Stryker
SYK
$117B
| $92M | 0.76% |
280,004
-1,797
|
|
||
31
STAG Industrial
STAG
$7.24B
| $92M | 0.76% |
2,549,987
-263,193
|
|
||
32
BJs Wholesale Club
BJ
$10.9B
| $89.8M | 0.74% |
912,392
-11,897
|
|
||
33
Qualys
QLYS
$3.85B
| $88.8M | 0.73% |
1,010,376
-93,512
|
|
||
34
Deere & Co
DE
$146B
| $87.5M | 0.72% |
155,376
-7,448
|
|
||
35
IDEX
IEX
$15.6B
| $85.8M | 0.71% |
452,714
-9,989
|
|
||
36
Automatic Data Processing
ADP
$88.7B
| $83.1M | 0.68% |
409,225
-8,933
|
|
||
37
Cooper Companies
COO
$11.9B
| $82.9M | 0.68% |
1,159,562
-77,917
|
|
||
38
Allegion
ALLE
$11.2B
| $82.3M | 0.68% |
566,792
+42,660
|
|
||
39
Snap-on
SNA
$19.2B
| $82.1M | 0.68% |
226,007
+8,254
|
|
||
40
Jones Lang LaSalle
JLL
$13.1B
| $81.7M | 0.67% |
268,483
-7,740
|
|
||
41
SEI Investments
SEIC
$10.6B
| $81.6M | 0.67% |
1,039,731
-45,059
|
|
||
42
Badger Meter
BMI
$3.62B
| $80.8M | 0.66% |
530,169
+22,477
|
|
||
43
PepsiCo
PEP
$197B
| $80.5M | 0.66% |
518,122
-33,488
|
|
||
44
Nordson
NDSN
$16B
| $80.3M | 0.66% |
301,761
-47,413
|
|
||
45
Accenture
ACN
$115B
| $79.5M | 0.65% |
401,133
-19,742
|
|
||
46
Sprouts Farmers Market
SFM
$7.77B
| $79.1M | 0.65% |
1,025,355
+176,859
|
|
||
47
Antero Midstream
AM
$9.96B
| $78.2M | 0.64% |
3,431,551
-274,146
|
|
||
48
Chemed
CHE
$5.66B
| $77.5M | 0.64% |
205,197
-16,044
|
|
||
49
Lincoln Electric
LECO
$14.2B
| $76.2M | 0.63% |
305,870
+2,115
|
|
||
50
Union Pacific
UNP
$156B
| $75.2M | 0.62% |
309,931
-12,354
|
|