BTW
Boston Trust Walden Portfolio holdings
AUM
$13.6B
1-Year Est. Return
9.11%
1 Year Est. Return
+9.11%
AUM
$14B
AUM Growth
+$333M
(+2.4%)
Holding
384
Top Buys
| 1 | +$29.3M | |
| 2 | +$27.6M | |
| 3 | +$26M | |
| 4 |
Jazz Pharmaceuticals
JAZZ
|
+$24.4M |
| 5 |
American Express
AXP
|
+$23M |
Top Sells
| 1 | +$34.4M | |
| 2 | +$29.7M | |
| 3 | +$29.3M | |
| 4 |
UnitedHealth
UNH
|
+$28.3M |
| 5 |
Toro Company
TTC
|
+$24.6M |
Sector Composition
| 1 | Technology | 24.83% |
| 2 | Financials | 17.15% |
| 3 | Industrials | 14.26% |
| 4 | Healthcare | 12.8% |
| 5 | Consumer Discretionary | 9.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Qualcomm
QCOM
$183B
| $45.2M | 0.32% |
283,985
-14,063
|
|
||
127
Lamar Advertising Co
LAMR
$12.8B
| $45.1M | 0.32% |
371,788
-60,068
|
|
||
128
Texas Roadhouse
TXRH
$11B
| $44.8M | 0.32% |
239,056
+17,316
|
|
||
129
Halozyme
HALO
$8.02B
| $44M | 0.31% |
845,246
-21,626
|
|
||
130
Teradata
TDC
$2.57B
| $43.9M | 0.31% |
1,966,309
+349,439
|
|
||
|
131
Jazz Pharmaceuticals
JAZZ
$7.97B
| $43.3M | 0.31% |
407,897
+229,885
|
|
||
132
Marsh & McLennan
MMC
$88.2B
| $42.2M | 0.3% |
193,068
-44,763
|
|
||
133
Corcept Therapeutics
CORT
$7.75B
| $42M | 0.3% |
572,072
-12,728
|
|
||
134
A10 Networks
ATEN
$1.24B
| $41.9M | 0.3% |
2,162,796
+516,872
|
|
||
135
Becton Dickinson
BDX
$51B
| $41.5M | 0.3% |
241,036
-104,146
|
|
||
136
Four Corners Property Trust
FCPT
$2.56B
| $41.5M | 0.3% |
1,542,725
-35,885
|
|
||
137
Blackrock
BLK
$168B
| $40.5M | 0.29% |
38,632
+8,744
|
|
||
138
Power Integrations
POWI
$1.95B
| $39.9M | 0.28% |
713,899
-19,848
|
|
||
139
US Physical Therapy
USPH
$1.12B
| $38.9M | 0.28% |
497,814
-13,005
|
|
||
140
Flowers Foods
FLO
$2.51B
| $38.7M | 0.28% |
2,424,817
+164,186
|
|
||
141
Teradyne
TER
$28.5B
| $38.4M | 0.27% |
427,399
+22,635
|
|
||
142
Berkshire Hathaway Class B
BRK.B
$1.08T
| $38.4M | 0.27% |
79,047
-150
|
|
||
143
Valmont Industries
VMI
$8.03B
| $37.8M | 0.27% |
115,613
-2,281
|
|
||
144
Clorox
CLX
$13.1B
| $36.9M | 0.26% |
307,150
+21,915
|
|
||
145
Independent Bank
INDB
$3.49B
| $36.8M | 0.26% |
584,985
-13,749
|
|
||
146
Analog Devices
ADI
$112B
| $36.6M | 0.26% |
153,720
-124,701
|
|
||
147
D.R. Horton
DHI
$42.6B
| $36.6M | 0.26% |
283,548
-3,055
|
|
||
148
Minerals Technologies
MTX
$1.74B
| $36.3M | 0.26% |
659,583
+55,345
|
|
||
149
ConocoPhillips
COP
$107B
| $36.2M | 0.26% |
403,468
-124,136
|
|
||
150
Adobe
ADBE
$137B
| $36.1M | 0.26% |
93,420
-9,798
|
|