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 | |
|---|---|---|---|---|---|---|
101
Camden Property Trust
CPT
$10.6B
| $43.2M | 0.36% |
442,189
-10,049
|
|
||
102
Landstar System
LSTR
$7.02B
| $43.1M | 0.35% |
269,134
-35,346
|
|
||
103
Masco
MAS
$14.2B
| $43.1M | 0.35% |
713,598
+195,509
|
|
||
104
Atmus Filtration Technologies
ATMU
$3.82B
| $42.6M | 0.35% |
750,579
-102,898
|
|
||
105
Genuine Parts
GPC
$13.6B
| $42.5M | 0.35% |
401,604
+122,780
|
|
||
106
Analog Devices
ADI
$202B
| $42.4M | 0.35% |
133,367
-8,567
|
|
||
107
Williams-Sonoma
WSM
$24B
| $42.2M | 0.35% |
231,277
-46,108
|
|
||
108
Paycom
PAYC
$6.51B
| $42M | 0.35% |
345,954
+33,537
|
|
||
109
Amdocs
DOX
$6.69B
| $41.9M | 0.34% |
642,565
-16,462
|
|
||
110
Check Point Software Technologies
CHKP
$14B
| $41.6M | 0.34% |
290,923
-57,775
|
|
||
111
UnitedHealth
UNH
$345B
| $41.6M | 0.34% |
153,581
-1,745
|
|
||
112
Dynatrace
DT
$12.4B
| $41.5M | 0.34% |
1,122,773
-30,567
|
|
||
113
TopBuild
BLD
$11.7B
| $40.4M | 0.33% |
114,957
-32,742
|
|
||
114
Chesapeake Utilities
CPK
$2.96B
| $40.3M | 0.33% |
318,828
-46,525
|
|
||
115
Lamar Advertising Co
LAMR
$15.5B
| $39.6M | 0.33% |
312,311
-7,547
|
|
||
116
Booking.com
BKNG
$130B
| $39.3M | 0.32% |
233,625
+2,375
|
|
||
117
Ball Corp
BALL
$14.6B
| $39M | 0.32% |
659,491
+560,734
|
|
||
118
Franklin Electric
FELE
$4.35B
| $38.3M | 0.32% |
415,952
-158,305
|
|
||
119
Prestige Consumer Healthcare
PBH
$2.25B
| $38.1M | 0.31% |
643,340
-70,432
|
|
||
120
Texas Roadhouse
TXRH
$11.9B
| $38.1M | 0.31% |
230,830
-5,932
|
|
||
121
Valmont Industries
VMI
$10.1B
| $37.5M | 0.31% |
93,773
-13,266
|
|
||
122
Berkshire Hathaway Class B
BRK.B
$1.02T
| $36.7M | 0.3% |
76,605
-878
|
|
||
123
CubeSmart
CUBE
$9.06B
| $36M | 0.3% |
980,989
-22,195
|
|
||
124
Netflix
NFLX
$362B
| $35.6M | 0.29% |
370,093
+226,903
|
|
||
125
Silgan Holdings
SLGN
$3.97B
| $35.5M | 0.29% |
913,884
-619,895
|
|