BTW
Boston Trust Walden Portfolio holdings
AUM
$13.6B
1-Year Est. Return
9.11%
1 Year Est. Return
+9.11%
AUM
$14B
AUM Growth
+$333M
(+2.4%)
Holding
384
Top Buys
| 1 | +$29.3M | |
| 2 | +$27.6M | |
| 3 | +$26M | |
| 4 |
Jazz Pharmaceuticals
JAZZ
|
+$24.4M |
| 5 |
American Express
AXP
|
+$23M |
Top Sells
| 1 | +$34.4M | |
| 2 | +$29.7M | |
| 3 | +$29.3M | |
| 4 |
UnitedHealth
UNH
|
+$28.3M |
| 5 |
Toro Company
TTC
|
+$24.6M |
Sector Composition
| 1 | Technology | 24.83% |
| 2 | Financials | 17.15% |
| 3 | Industrials | 14.26% |
| 4 | Healthcare | 12.8% |
| 5 | Consumer Discretionary | 9.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
EXL Service
EXLS
$6.87B
| $120M | 0.86% |
2,746,208
+47,162
|
|
||
27
Applied Industrial Technologies
AIT
$9.99B
| $118M | 0.84% |
508,120
+10,015
|
|
||
28
Cisco
CSCO
$307B
| $115M | 0.82% |
1,653,731
-108,113
|
|
||
29
Progress Software
PRGS
$1.87B
| $115M | 0.82% |
1,796,719
+32,874
|
|
||
30
Northern Trust
NTRS
$26.5B
| $111M | 0.79% |
878,593
+14,974
|
|
||
31
STAG Industrial
STAG
$6.95B
| $108M | 0.77% |
2,965,832
+23,337
|
|
||
32
Applied Materials
AMAT
$209B
| $107M | 0.76% |
585,296
+20,403
|
|
||
33
Cooper Companies
COO
$16.2B
| $104M | 0.74% |
1,465,621
+27,644
|
|
||
34
Waters Corp
WAT
$23B
| $103M | 0.73% |
294,325
+6,525
|
|
||
35
Deere & Co
DE
$127B
| $101M | 0.72% |
199,491
-39,499
|
|
||
36
PepsiCo
PEP
$197B
| $97.1M | 0.69% |
735,552
-26,529
|
|
||
37
Union Pacific
UNP
$138B
| $96.9M | 0.69% |
420,967
-74,590
|
|
||
38
Allegion
ALLE
$13.8B
| $96.3M | 0.69% |
668,432
+60,412
|
|
||
39
Selective Insurance
SIGI
$5.08B
| $96.2M | 0.69% |
1,109,922
+63,255
|
|
||
40
Simply Good Foods
SMPL
$1.9B
| $95.8M | 0.68% |
3,034,123
+31,455
|
|
||
|
41
American Express
AXP
$259B
| $94.8M | 0.68% |
297,091
+72,120
|
|
||
42
Essential Utilities
WTRG
$10.9B
| $94.5M | 0.67% |
2,544,883
+68,072
|
|
||
43
International Bancshares
IBOC
$4.26B
| $93.5M | 0.67% |
1,405,068
+7,019
|
|
||
44
BJs Wholesale Club
BJ
$12.3B
| $92.9M | 0.66% |
861,882
-89,587
|
|
||
45
Commerce Bancshares
CBSH
$7.32B
| $92.2M | 0.66% |
1,557,474
+29,203
|
|
||
46
Magnolia Oil & Gas
MGY
$3.98B
| $90M | 0.64% |
4,003,770
+825,162
|
|
||
47
Silgan Holdings
SLGN
$4.32B
| $89.2M | 0.64% |
1,646,933
-209,368
|
|
||
48
Acuity Brands
AYI
$11.5B
| $86.4M | 0.62% |
289,635
+87,153
|
|
||
49
Check Point Software Technologies
CHKP
$20.4B
| $85.8M | 0.61% |
387,682
-34,177
|
|
||
50
Sysco
SYY
$35.5B
| $84.7M | 0.6% |
1,118,163
+191,568
|
|