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 | |
|---|---|---|---|---|---|---|
176
Edwards Lifesciences
EW
$50.2B
| $22.8M | 0.17% |
266,905
-8,171
|
|
||
177
Graphic Packaging
GPK
$3.61B
| $21.8M | 0.16% |
1,447,475
-161,605
|
|
||
178
WEC Energy
WEC
$38.1B
| $20.9M | 0.16% |
197,898
-4,690
|
|
||
179
Lakeland Financial Corp
LKFN
$1.47B
| $19.6M | 0.15% |
344,319
-29,012
|
|
||
180
Unitil
UTL
$941M
| $18.7M | 0.14% |
385,232
-28,409
|
|
||
181
Corcept Therapeutics
CORT
$3.8B
| $18.4M | 0.14% |
527,626
-34,635
|
|
||
182
Chevron
CVX
$370B
| $17.8M | 0.13% |
117,058
-3,926
|
|
||
183
EOG Resources
EOG
$66.6B
| $17.7M | 0.13% |
168,522
+74,070
|
|
||
184
Paychex
PAYX
$33.6B
| $17.5M | 0.13% |
155,763
+8,995
|
|
||
185
Zoetis
ZTS
$55.3B
| $17M | 0.13% |
135,202
+40,735
|
|
||
186
Lockheed Martin
LMT
$151B
| $16.1M | 0.12% |
33,337
-5
|
|
||
187
Church & Dwight Co
CHD
$24.8B
| $16.1M | 0.12% |
192,133
-9,267
|
|
||
188
McDonald's
MCD
$243B
| $15.8M | 0.12% |
51,695
-4,286
|
|
||
189
TJX Companies
TJX
$180B
| $15M | 0.11% |
97,659
-353
|
|
||
190
Starbucks
SBUX
$112B
| $14.3M | 0.11% |
169,644
-12,058
|
|
||
191
PNC Financial Services
PNC
$85.9B
| $14.3M | 0.11% |
68,305
-1,965
|
|
||
192
Colgate-Palmolive
CL
$79.5B
| $13.4M | 0.1% |
170,118
+7,434
|
|
||
193
Netflix
NFLX
$406B
| $13.4M | 0.1% |
143,190
-5,890
|
|
||
194
Oceaneering
OII
$3.54B
| $12.8M | 0.1% |
532,179
-62,771
|
|
||
195
T. Rowe Price
TROW
$20.6B
| $12.4M | 0.09% |
121,135
-80,892
|
|
||
196
MSCI
MSCI
$42B
| $12.2M | 0.09% |
21,180
+8,838
|
|
||
197
Home Depot
HD
$379B
| $11.7M | 0.09% |
33,982
-468
|
|
||
198
O'Reilly Automotive
ORLY
$79B
| $11.2M | 0.08% |
122,731
-25
|
|
||
199
Core & Main
CNM
$10.2B
| $10.2M | 0.08% |
195,584
-7,955
|
|
||
200
Danaher
DHR
$149B
| $10M | 0.08% |
43,846
-277
|
|