BTW
Boston Trust Walden Portfolio holdings
AUM
$13.2B
1-Year Est. Return
11.8%
This Fund
S&P 500
1 Year Est. Return
+11.8%
AUM
$13.2B
AUM Growth
-$380M
(-2.8%)
Holding
401
Top Buys
| 1 | +$53.8M | |
| 2 | +$41.3M | |
| 3 | +$40.4M | |
| 4 |
Commault Systems
CVLT
|
+$34.6M |
| 5 |
Badger Meter
BMI
|
+$32M |
Top Sells
| 1 | +$51.5M | |
| 2 | +$32.3M | |
| 3 | +$31M | |
| 4 |
Teradata
TDC
|
+$30.8M |
| 5 |
Teradyne
TER
|
+$27.4M |
Sector Composition
| 1 | Technology | 24.85% |
| 2 | Industrials | 15.21% |
| 3 | Financials | 14.88% |
| 4 | Healthcare | 13.51% |
| 5 | Consumer Discretionary | 8.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
KLA
KLAC
$200B
| $62.6M | 0.47% |
51,510
-1,922
|
|
||
77
Meta Platforms (Facebook)
META
$1.64T
| $62M | 0.47% |
93,922
-1,690
|
|
||
78
Silgan Holdings
SLGN
$5.08B
| $61.9M | 0.47% |
1,533,779
-95,251
|
|
||
79
TopBuild
BLD
$12.6B
| $61.6M | 0.47% |
147,699
-1,501
|
|
||
80
Charles River Laboratories
CRL
$8.78B
| $60.8M | 0.46% |
304,877
-2,365
|
|
||
81
Procter & Gamble
PG
$389B
| $60.2M | 0.45% |
420,098
-8,700
|
|
||
82
Installed Building Products
IBP
$8.84B
| $59.7M | 0.45% |
230,205
-36,688
|
|
||
83
Avery Dennison
AVY
$15.2B
| $59.6M | 0.45% |
327,423
+42,892
|
|
||
84
East-West Bancorp
EWBC
$15.1B
| $58.8M | 0.44% |
523,391
-8,929
|
|
||
85
Northern Trust
NTRS
$26.7B
| $58.3M | 0.44% |
427,112
-120,824
|
|
||
86
Atmos Energy
ATO
$30.9B
| $57.6M | 0.43% |
343,445
-17,552
|
|
||
87
Mettler-Toledo International
MTD
$27.8B
| $57.5M | 0.43% |
41,214
-817
|
|
||
88
Zimmer Biomet
ZBH
$19.5B
| $57.3M | 0.43% |
636,784
-23,344
|
|
||
89
Dolby
DLB
$6.36B
| $56.8M | 0.43% |
885,234
-202,951
|
|
||
90
AutoZone
AZO
$62.2B
| $55.2M | 0.42% |
16,280
-1,046
|
|
||
91
Franklin Electric
FELE
$4.43B
| $54.9M | 0.41% |
574,257
-42,003
|
|
||
92
Amdocs
DOX
$7.53B
| $53.1M | 0.4% |
659,027
-19,591
|
|
||
93
W.W. Grainger
GWW
$54.2B
| $53M | 0.4% |
52,571
-693
|
|
||
94
Lowe's Companies
LOW
$148B
| $53M | 0.4% |
219,881
-7,508
|
|
||
95
Halozyme
HALO
$8.21B
| $52.6M | 0.4% |
781,835
-52,058
|
|
||
96
NetApp
NTAP
$19.6B
| $52.4M | 0.4% |
489,379
-9,684
|
|
||
97
UFP Technologies
UFPT
$1.62B
| $51.7M | 0.39% |
232,676
-19,169
|
|
||
98
UnitedHealth
UNH
$266B
| $51.3M | 0.39% |
155,326
-574
|
|
||
99
CSG Systems International
CSGS
$2.27B
| $51M | 0.38% |
664,666
-178,789
|
|
||
100
Dynatrace
DT
$10.7B
| $50M | 0.38% |
+1,153,340
|
|