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 | |
|---|---|---|---|---|---|---|
176
Netflix
NFLX
$468B
| $19.4M | 0.14% |
14,458
+6,233
|
|
||
177
InMode
INMD
$913M
| $19M | 0.14% |
1,318,853
-46,438
|
|
||
178
McDonald's
MCD
$213B
| $18.6M | 0.13% |
63,802
-1,363
|
|
||
179
Chevron
CVX
$310B
| $17.6M | 0.13% |
123,185
-6,320
|
|
||
180
Vanguard ESG International Stock ETF
VSGX
$5.2B
| $17.2M | 0.12% |
262,144
+26,267
|
|
||
181
Amalgamated Financial
AMAL
$834M
| $17M | 0.12% |
+544,044
|
|
||
182
ICU Medical
ICUI
$3.46B
| $16M | 0.11% |
121,352
-95,313
|
|
||
183
PNC Financial Services
PNC
$72.2B
| $15.6M | 0.11% |
83,727
-2,190
|
|
||
184
Home Depot
HD
$369B
| $15.5M | 0.11% |
42,376
+127
|
|
||
185
Lockheed Martin
LMT
$106B
| $15.5M | 0.11% |
33,413
+645
|
|
||
186
Hershey
HSY
$34.6B
| $15.3M | 0.11% |
92,067
-31,120
|
|
||
187
AvalonBay Communities
AVB
$25.3B
| $15.1M | 0.11% |
73,963
-1,579
|
|
||
188
Zoetis
ZTS
$53B
| $14.9M | 0.11% |
95,468
+46,450
|
|
||
189
Quest Diagnostics
DGX
$20B
| $14.8M | 0.11% |
82,620
-2,105
|
|
||
190
WEC Energy
WEC
$36.7B
| $14.8M | 0.11% |
141,921
+16,655
|
|
||
191
American Water Works
AWK
$25.5B
| $14M | 0.1% |
100,322
+7,149
|
|
||
192
ON Semiconductor
ON
$19.6B
| $13.1M | 0.09% |
249,345
-5,487
|
|
||
193
EOG Resources
EOG
$57.6B
| $13.1M | 0.09% |
109,123
+78,480
|
|
||
194
Verizon
VZ
$169B
| $12.9M | 0.09% |
298,837
-10,057
|
|
||
195
Ball Corp
BALL
$13.1B
| $12.6M | 0.09% |
225,472
-3,701
|
|
||
196
TJX Companies
TJX
$161B
| $12.1M | 0.09% |
97,739
+2,455
|
|
||
197
Ametek
AME
$45.2B
| $12M | 0.09% |
66,565
-840
|
|
||
198
Medtronic
MDT
$118B
| $12M | 0.09% |
137,744
-3,645
|
|
||
199
Baker Hughes
BKR
$47.2B
| $11.9M | 0.09% |
311,625
-103,060
|
|
||
200
Core & Main
CNM
$9.71B
| $11.7M | 0.08% |
194,281
-8,289
|
|