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 | |
|---|---|---|---|---|---|---|
101
Plexus
PLXS
$5.2B
| $49.9M | 0.38% |
339,150
-23,891
|
|
||
102
Paycom
PAYC
$6.9B
| $49.8M | 0.38% |
312,417
-7,503
|
|
||
103
Camden Property Trust
CPT
$11.2B
| $49.8M | 0.38% |
452,238
-7,316
|
|
||
104
Williams-Sonoma
WSM
$24.6B
| $49.5M | 0.37% |
277,385
-50,565
|
|
||
105
Booking.com
BKNG
$134B
| $49.5M | 0.37% |
9,250
-291
|
|
||
106
Merck
MRK
$306B
| $49M | 0.37% |
465,618
-14,563
|
|
||
107
Service Corp International
SCI
$11.7B
| $48.2M | 0.36% |
617,691
-4,222
|
|
||
108
Cactus
WHD
$3.72B
| $47.4M | 0.36% |
1,038,716
-99,038
|
|
||
109
Illinois Tool Works
ITW
$83.8B
| $47M | 0.36% |
190,980
-541
|
|
||
110
Haemonetics
HAE
$2.94B
| $46.5M | 0.35% |
580,650
-376,040
|
|
||
111
Air Products & Chemicals
APD
$61.4B
| $46.5M | 0.35% |
188,253
-45,863
|
|
||
112
F5
FFIV
$15.3B
| $46.5M | 0.35% |
182,149
-1,834
|
|
||
113
MSC Industrial Direct
MSM
$5.24B
| $46.4M | 0.35% |
552,212
-40,266
|
|
||
114
GoDaddy
GDDY
$11.8B
| $45.8M | 0.35% |
369,175
+63,951
|
|
||
115
Chesapeake Utilities
CPK
$3.22B
| $45.6M | 0.34% |
365,353
+41,592
|
|
||
116
Eversource Energy
ES
$28.6B
| $45.1M | 0.34% |
669,728
-35,114
|
|
||
117
InterDigital
IDCC
$9.41B
| $44.3M | 0.33% |
139,215
-75,930
|
|
||
118
Atmus Filtration Technologies
ATMU
$5.26B
| $44.3M | 0.33% |
+853,477
|
|
||
119
Prestige Consumer Healthcare
PBH
$3.28B
| $44M | 0.33% |
713,772
-72,314
|
|
||
120
Landstar System
LSTR
$5.55B
| $43.8M | 0.33% |
304,480
-21,890
|
|
||
|
MZTI
121
The Marzetti Company
MZTI
$4.51B
| $43.4M | 0.33% |
263,686
-76,292
|
|
||
122
A10 Networks
ATEN
$1.38B
| $43.2M | 0.33% |
2,440,649
-199,343
|
|
||
123
Valmont Industries
VMI
$8.98B
| $43.1M | 0.33% |
107,039
-6,583
|
|
||
124
Waters Corp
WAT
$31.3B
| $42.7M | 0.32% |
112,407
-9,977
|
|
||
125
Lamar Advertising Co
LAMR
$14B
| $40.5M | 0.31% |
319,858
-2,738
|
|