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 | |
|---|---|---|---|---|---|---|
151
Camden Property Trust
CPT
$10.9B
| $35.8M | 0.26% |
317,477
+22,635
|
|
||
152
Chesapeake Utilities
CPK
$3.2B
| $34.3M | 0.25% |
285,690
-6,145
|
|
||
153
Charles River Laboratories
CRL
$8.27B
| $34.2M | 0.24% |
225,191
+19,789
|
|
||
154
Masco
MAS
$12.9B
| $33.8M | 0.24% |
525,265
+35,358
|
|
||
155
lululemon athletica
LULU
$19.7B
| $33M | 0.24% |
138,996
-7,634
|
|
||
156
Agilent Technologies
A
$41.6B
| $32.9M | 0.23% |
278,492
-93,181
|
|
||
157
Nike
NKE
$90.3B
| $32.4M | 0.23% |
456,691
-79,301
|
|
||
|
158
Toro Company
TTC
$7.12B
| $30.5M | 0.22% |
431,084
-348,335
|
|
||
159
Cathay General Bancorp
CATY
$3.21B
| $29.7M | 0.21% |
651,441
-14,811
|
|
||
160
Hanover Insurance
THG
$6.39B
| $29.3M | 0.21% |
172,769
-172,605
|
|
||
161
Akamai
AKAM
$12B
| $28.2M | 0.2% |
353,555
+24,568
|
|
||
162
T. Rowe Price
TROW
$22.4B
| $27.5M | 0.2% |
285,330
-24,241
|
|
||
163
UMB Financial
UMBF
$8.28B
| $27.1M | 0.19% |
257,463
-5,468
|
|
||
164
Amphastar Pharmaceuticals
AMPH
$1.12B
| $27M | 0.19% |
1,176,453
-39,171
|
|
||
165
Graphic Packaging
GPK
$4.85B
| $25.4M | 0.18% |
1,205,268
-40,117
|
|
||
166
Vanguard S&P 500 ETF
VOO
$764B
| $25.3M | 0.18% |
44,568
+6,069
|
|
||
167
1st Source
SRCE
$1.49B
| $24.9M | 0.18% |
401,900
-9,610
|
|
||
168
Colgate-Palmolive
CL
$63.5B
| $21.7M | 0.16% |
239,099
+10,961
|
|
||
169
Edwards Lifesciences
EW
$48.4B
| $21.7M | 0.15% |
277,091
-2,811
|
|
||
170
Paychex
PAYX
$40.3B
| $21.4M | 0.15% |
146,957
-2,279
|
|
||
171
Morgan Stanley
MS
$258B
| $20.9M | 0.15% |
148,233
+145,810
|
|
||
172
Starbucks
SBUX
$97.3B
| $20.8M | 0.15% |
226,573
-16,358
|
|
||
173
SLB Ltd
SLB
$54.8B
| $19.7M | 0.14% |
582,751
+187,490
|
|
||
174
Unitil
UTL
$858M
| $19.5M | 0.14% |
374,130
-9,155
|
|
||
175
Church & Dwight Co
CHD
$20.9B
| $19.4M | 0.14% |
201,620
+14,523
|
|