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
$13.6B
AUM Growth
-$390M
(-2.8%)
Holding
403
Top Buys
| 1 | +$68.3M | |
| 2 | +$57.8M | |
| 3 | +$54.5M | |
| 4 |
GoDaddy
GDDY
|
+$47M |
| 5 |
Fortinet
FTNT
|
+$32.4M |
Top Sells
| 1 | +$52.5M | |
| 2 | +$51.9M | |
| 3 | +$51.4M | |
| 4 |
Northern Trust
NTRS
|
+$42.6M |
| 5 |
Microsoft
MSFT
|
+$41.8M |
Sector Composition
| 1 | Technology | 25.47% |
| 2 | Financials | 15.29% |
| 3 | Industrials | 14.96% |
| 4 | Healthcare | 12.66% |
| 5 | Consumer Discretionary | 8.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Installed Building Products
IBP
$7.68B
| $65.8M | 0.48% |
266,893
-27,575
|
|
||
77
Zimmer Biomet
ZBH
$18.2B
| $65M | 0.48% |
660,128
-33,194
|
|
||
78
Amazon
AMZN
$2.23T
| $64.7M | 0.47% |
294,759
-516
|
|
||
79
Williams-Sonoma
WSM
$21.5B
| $64.1M | 0.47% |
327,950
-22,181
|
|
||
80
Air Products & Chemicals
APD
$64.1B
| $63.8M | 0.47% |
234,116
-19,497
|
|
||
81
IDEX
IEX
$14B
| $62.2M | 0.46% |
382,246
+729
|
|
||
82
Atmos Energy
ATO
$31.2B
| $61.6M | 0.45% |
360,997
+42,590
|
|
||
83
Halozyme
HALO
$7.51B
| $61.2M | 0.45% |
833,893
-11,353
|
|
||
84
Expeditors International
EXPD
$19B
| $60.1M | 0.44% |
490,546
-1,001
|
|
||
85
Cohen & Steers
CNS
$3.21B
| $59.9M | 0.44% |
912,615
-10,280
|
|
||
86
F5
FFIV
$16.4B
| $59.5M | 0.44% |
183,983
-26,053
|
|
||
87
NetApp
NTAP
$19.5B
| $59.1M | 0.43% |
499,063
-41,751
|
|
||
88
Badger Meter
BMI
$4.28B
| $58.9M | 0.43% |
330,039
+100,298
|
|
||
|
MZTI
89
The Marzetti Company
MZTI
$4.15B
| $58.7M | 0.43% |
339,978
-4,627
|
|
||
90
Franklin Electric
FELE
$4.02B
| $58.7M | 0.43% |
616,260
-7,373
|
|
||
91
TopBuild
BLD
$10.3B
| $58.3M | 0.43% |
149,200
-135
|
|
||
92
New York Times
NYT
$12.8B
| $58.2M | 0.43% |
+1,014,096
|
|
||
93
KLA
KLAC
$186B
| $57.6M | 0.42% |
53,432
-6,572
|
|
||
94
Lowe's Companies
LOW
$133B
| $57.1M | 0.42% |
227,389
-40,827
|
|
||
95
East-West Bancorp
EWBC
$14.4B
| $56.7M | 0.42% |
532,320
-39,947
|
|
||
96
Amdocs
DOX
$7.14B
| $55.7M | 0.41% |
678,618
-311
|
|
||
97
Jack Henry & Associates
JKHY
$12.2B
| $55.5M | 0.41% |
372,776
+96,114
|
|
||
98
MSC Industrial Direct
MSM
$5.09B
| $54.6M | 0.4% |
592,478
-9,549
|
|
||
99
CSG Systems International
CSGS
$2.28B
| $54.3M | 0.4% |
843,455
-132,748
|
|
||
100
Jazz Pharmaceuticals
JAZZ
$11B
| $53.9M | 0.4% |
408,827
+930
|
|