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 | |
|---|---|---|---|---|---|---|
151
Haemonetics
HAE
$3.08B
| $28.3M | 0.23% |
501,885
-78,765
|
|
||
152
Air Products & Chemicals
APD
$62B
| $27.8M | 0.23% |
95,757
-92,496
|
|
||
153
D.R. Horton
DHI
$41.7B
| $27.7M | 0.23% |
202,130
-21,299
|
|
||
154
Sensient Technologies
SXT
$4.85B
| $27.6M | 0.23% |
318,750
-46,697
|
|
||
155
EXL Service
EXLS
$4.44B
| $27.5M | 0.23% |
904,225
-1,703,811
|
|
||
156
Dolby
DLB
$5.28B
| $27M | 0.22% |
449,530
-435,704
|
|
||
|
157
Veralto
VLTO
$20.2B
| $26.9M | 0.22% |
304,735
+283,366
|
|
||
158
Cathay General Bancorp
CATY
$3.87B
| $26.2M | 0.22% |
525,817
-76,486
|
|
||
159
Bio-Rad Laboratories Class A
BIO
$8.36B
| $26.1M | 0.21% |
93,495
+3,657
|
|
||
160
Qualcomm
QCOM
$265B
| $25.6M | 0.21% |
198,946
-8,620
|
|
||
161
Paylocity
PCTY
$6.15B
| $24.4M | 0.2% |
226,283
+68,330
|
|
||
162
Hanover Insurance
THG
$6.51B
| $24.4M | 0.2% |
140,938
-29,409
|
|
||
163
Terreno Realty
TRNO
$6.94B
| $24.1M | 0.2% |
391,725
-56,240
|
|
||
164
CorVel
CRVL
$3.13B
| $23.8M | 0.2% |
435,025
-59,127
|
|
||
165
InterDigital
IDCC
$6.52B
| $23.6M | 0.19% |
78,203
-61,012
|
|
||
166
UMB Financial
UMBF
$9.97B
| $23.5M | 0.19% |
208,003
-29,127
|
|
||
167
ESAB
ESAB
$5.63B
| $23.2M | 0.19% |
+239,607
|
|
||
168
Columbia Sportswear
COLM
$3.38B
| $23.1M | 0.19% |
420,946
-46,421
|
|
||
169
Nike
NKE
$68.5B
| $22.9M | 0.19% |
433,141
-5,635
|
|
||
170
Edwards Lifesciences
EW
$49.8B
| $22.7M | 0.19% |
282,950
+16,045
|
|
||
171
Waste Management
WM
$84.9B
| $22.6M | 0.19% |
98,451
+91,629
|
|
||
172
WEC Energy
WEC
$36.2B
| $22.6M | 0.19% |
195,132
-2,766
|
|
||
173
1st Source
SRCE
$1.78B
| $22.4M | 0.18% |
324,077
-48,005
|
|
||
174
Agilent Technologies
A
$38.2B
| $22M | 0.18% |
193,437
-14,444
|
|
||
175
Chevron
CVX
$363B
| $22M | 0.18% |
106,428
-10,630
|
|