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 | |
|---|---|---|---|---|---|---|
176
Donnelley Financial Solutions
DFIN
$992M
| $22M | 0.18% |
467,079
-52,829
|
|
||
177
EOG Resources
EOG
$71B
| $22M | 0.18% |
152,247
-16,275
|
|
||
178
Adobe
ADBE
$105B
| $21.6M | 0.18% |
88,695
+21,475
|
|
||
179
Commault Systems
CVLT
$4.9B
| $21M | 0.17% |
270,027
+24,094
|
|
||
180
Eaton
ETN
$156B
| $21M | 0.17% |
58,793
+55,252
|
|
||
181
Walt Disney
DIS
$177B
| $19.8M | 0.16% |
205,300
+196,810
|
|
||
182
Merit Medical Systems
MMSI
$3.76B
| $19.1M | 0.16% |
+277,209
|
|
||
183
Corcept Therapeutics
CORT
$7.46B
| $18.6M | 0.15% |
462,606
-65,020
|
|
||
184
Amphastar Pharmaceuticals
AMPH
$831M
| $18.5M | 0.15% |
944,789
-142,477
|
|
||
185
Oceaneering
OII
$3.81B
| $18.4M | 0.15% |
519,477
-12,702
|
|
||
186
Evercore
EVR
$13.2B
| $18.3M | 0.15% |
+61,316
|
|
||
187
Unitil
UTL
$900M
| $17.8M | 0.15% |
340,191
-45,041
|
|
||
188
Lakeland Financial Corp
LKFN
$1.51B
| $17.4M | 0.14% |
303,942
-40,377
|
|
||
189
Church & Dwight Co
CHD
$22.7B
| $17M | 0.14% |
181,912
-10,221
|
|
||
190
McDonald's
MCD
$198B
| $15.7M | 0.13% |
50,382
-1,313
|
|
||
191
TJX Companies
TJX
$171B
| $15.5M | 0.13% |
97,019
-640
|
|
||
|
AAMI
192
Acadian Asset Management
AAMI
$2.58B
| $15.3M | 0.13% |
+281,604
|
|
||
193
iShares Russell 2000 ETF
IWM
$78.3B
| $15M | 0.12% |
60,288
-62,517
|
|
||
194
Zoetis
ZTS
$32.6B
| $14.5M | 0.12% |
122,279
-12,923
|
|
||
195
Starbucks
SBUX
$113B
| $14.2M | 0.12% |
158,604
-11,040
|
|
||
196
PNC Financial Services
PNC
$88.8B
| $13.9M | 0.11% |
67,000
-1,305
|
|
||
197
Lam Research
LRCX
$398B
| $13.9M | 0.11% |
64,950
+62,990
|
|
||
198
Paychex
PAYX
$34.7B
| $13.8M | 0.11% |
149,629
-6,134
|
|
||
199
Colgate-Palmolive
CL
$72.1B
| $13.7M | 0.11% |
160,310
-9,808
|
|
||
200
lululemon athletica
LULU
$15.7B
| $13.5M | 0.11% |
88,335
-21,351
|
|