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 | |
|---|---|---|---|---|---|---|
76
AutoZone
AZO
$48B
| $56M | 0.46% |
16,572
+292
|
|
||
77
Avery Dennison
AVY
$12.2B
| $55.9M | 0.46% |
323,775
-3,648
|
|
||
78
Factset
FDS
$8.94B
| $55.5M | 0.46% |
255,804
-24,455
|
|
||
79
Meta Platforms (Facebook)
META
$1.61T
| $55M | 0.45% |
96,216
+2,294
|
|
||
80
Merck
MRK
$293B
| $54.5M | 0.45% |
453,194
-12,424
|
|
||
81
East-West Bancorp
EWBC
$16.8B
| $54.4M | 0.45% |
509,624
-13,767
|
|
||
82
McCormick & Company Non-Voting
MKC
$12.7B
| $53.5M | 0.44% |
1,060,327
-9,108
|
|
||
83
Mettler-Toledo International
MTD
$23.9B
| $52.6M | 0.43% |
41,696
+482
|
|
||
84
Oracle
ORCL
$649B
| $52.6M | 0.43% |
357,311
-40,131
|
|
||
85
Simply Good Foods
SMPL
$1.04B
| $52.2M | 0.43% |
3,635,464
+330,330
|
|
||
86
Zimmer Biomet
ZBH
$15.9B
| $51.8M | 0.43% |
572,928
-63,856
|
|
||
87
F5
FFIV
$21.6B
| $51.3M | 0.42% |
177,302
-4,847
|
|
||
88
A10 Networks
ATEN
$2.17B
| $50.2M | 0.41% |
2,173,261
-267,388
|
|
||
89
Lowe's Companies
LOW
$120B
| $49.8M | 0.41% |
210,912
-8,969
|
|
||
90
Service Corp International
SCI
$10.4B
| $49.7M | 0.41% |
602,753
-14,938
|
|
||
91
Charles River Laboratories
CRL
$8.7B
| $49.2M | 0.4% |
285,425
-19,452
|
|
||
92
Illinois Tool Works
ITW
$71.1B
| $49M | 0.4% |
188,364
-2,616
|
|
||
93
Amazon
AMZN
$2.91T
| $49M | 0.4% |
235,323
-45,445
|
|
||
94
Installed Building Products
IBP
$5.66B
| $45.8M | 0.38% |
172,829
-57,376
|
|
||
95
MSC Industrial Direct
MSM
$6.11B
| $44.9M | 0.37% |
486,508
-65,704
|
|
||
96
Eversource Energy
ES
$25.7B
| $44.8M | 0.37% |
646,277
-23,451
|
|
||
97
Cactus
WHD
$4.03B
| $44.5M | 0.37% |
938,486
-100,230
|
|
||
98
Matador Resources
MTDR
$6.66B
| $44.2M | 0.36% |
699,661
-48,705
|
|
||
99
Progress Software
PRGS
$1.38B
| $44.1M | 0.36% |
1,720,324
-149,422
|
|
||
100
Halozyme
HALO
$7.89B
| $43.9M | 0.36% |
679,563
-102,272
|
|