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BTW
Boston Trust Walden Portfolio holdings
AUM
$12.2B
1-Year Est. Return
12.45%
This Fund
S&P 500
This Quarter
Est. Return
-0.88%
1 Year Est. Return
+12.45%
3 Year Est. Return
+44.66%
5 Year Est. Return
+68.67%
10 Year Est. Return
+295.88%
AUM
$12.2B
AUM Growth
-$1.09B
(-8.2%)
Cap. Flow
-$727M
Cap. Flow
% of AUM
-5.98%
Top 10 Holdings %
Top 10 Hldgs %
18.53%
Holding
400
New
17
Increased
78
Reduced
225
Closed
12
Top Buys
| 1 |
ON Semiconductor
ON
|
+$54.7M |
| 2 |
Ball Corp
BALL
|
+$34.1M |
| 3 |
ESAB
ESAB
|
+$27.8M |
| 4 |
Veralto
VLTO
|
+$26.9M |
| 5 |
Linde
LIN
|
+$22.7M |
Top Sells
| 1 |
Teradyne
TER
|
+$116M |
| 2 |
EXL Service
EXLS
|
+$58.8M |
| 3 |
CSGS
CSG Systems International
CSGS
|
+$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 | |
|---|---|---|---|---|---|---|
151
Haemonetics
HAE
$3.48B
| $28.3M | 0.23% |
501,885
-78,765
| -14% | -$5.13M |
|
152
Air Products & Chemicals
APD
$65.4B
| $27.8M | 0.23% |
95,757
-92,496
| -49% | -$25.5M |
|
153
D.R. Horton
DHI
$43B
| $27.7M | 0.23% |
202,130
-21,299
| -10% | -$3.22M |
|
154
Sensient Technologies
SXT
$4.83B
| $27.6M | 0.23% |
318,750
-46,697
| -13% | -$4.37M |
|
|
155
EXL Service
EXLS
$4.21B
| $27.5M | 0.23% |
904,225
-1,703,811
| -65% | -$58.8M |
|
156
Dolby
DLB
$4.65B
| $27M | 0.22% |
449,530
-435,704
| -49% | -$27.6M |
|
|
157
Veralto
VLTO
$22.3B
| $26.9M | 0.22% |
304,735
+283,366
| +1,326% | +$26.9M |
|
158
Cathay General Bancorp
CATY
$4.17B
| $26.2M | 0.22% |
525,817
-76,486
| -13% | -$3.86M |
|
159
Bio-Rad Laboratories Class A
BIO
$7.91B
| $26.1M | 0.21% |
93,495
+3,657
| +4% | +$1.05M |
|
160
Qualcomm
QCOM
$188B
| $25.6M | 0.21% |
198,946
-8,620
| -4% | -$1.26M |
|
161
Paylocity
PCTY
$6.59B
| $24.4M | 0.2% |
226,283
+68,330
| +43% | +$8.38M |
|
162
Hanover Insurance
THG
$7.24B
| $24.4M | 0.2% |
140,938
-29,409
| -17% | -$5.11M |
|
163
Terreno Realty
TRNO
$7.59B
| $24.1M | 0.2% |
391,725
-56,240
| -13% | -$3.53M |
|
164
CorVel
CRVL
$3.16B
| $23.8M | 0.2% |
435,025
-59,127
| -12% | -$3.4M |
|
165
InterDigital
IDCC
$6.98B
| $23.6M | 0.19% |
78,203
-61,012
| -44% | -$20.7M |
|
166
UMB Financial
UMBF
$11B
| $23.5M | 0.19% |
208,003
-29,127
| -12% | -$3.51M |
|
|
167
ESAB
ESAB
$5.42B
| $23.2M | 0.19% |
+239,607
| New | +$27.8M |
|
168
Columbia Sportswear
COLM
$3.24B
| $23.1M | 0.19% |
420,946
-46,421
| -10% | -$2.67M |
|
169
Nike
NKE
$63.3B
| $22.9M | 0.19% |
433,141
-5,635
| -1% | -$342K |
|
170
Edwards Lifesciences
EW
$50.3B
| $22.7M | 0.19% |
282,950
+16,045
| +6% | +$1.32M |
|
171
Waste Management
WM
$93.5B
| $22.6M | 0.19% |
98,451
+91,629
| +1,343% | +$21.1M |
|
172
WEC Energy
WEC
$36.8B
| $22.6M | 0.19% |
195,132
-2,766
| -1% | -$311K |
|
173
1st Source
SRCE
$1.98B
| $22.4M | 0.18% |
324,077
-48,005
| -13% | -$3.24M |
|
174
Agilent Technologies
A
$38B
| $22M | 0.18% |
193,437
-14,444
| -7% | -$1.83M |
|
175
Chevron
CVX
$362B
| $22M | 0.18% |
106,428
-10,630
| -9% | -$1.94M |
|
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