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 | |
|---|---|---|---|---|---|---|
201
SLB Ltd
SLB
$81.6B
| $12.9M | 0.11% |
251,084
-5,190
|
|
||
202
Piper Sandler
PIPR
$5.3B
| $12.7M | 0.1% |
+165,609
|
|
||
203
Comcast
CMCSA
$88.8B
| $12.4M | 0.1% |
433,139
-494,065
|
|
||
204
O'Reilly Automotive
ORLY
$72B
| $11.3M | 0.09% |
122,731
|
|
||
205
Home Depot
HD
$316B
| $11.1M | 0.09% |
33,776
-206
|
|
||
206
MSCI
MSCI
$46B
| $10.9M | 0.09% |
20,301
-879
|
|
||
207
Teradyne
TER
$58.6B
| $10.6M | 0.09% |
35,741
-416,012
|
|
||
208
T. Rowe Price
TROW
$22.4B
| $10.4M | 0.09% |
114,850
-6,285
|
|
||
209
American Water Works
AWK
$24.1B
| $9.81M | 0.08% |
72,104
-692
|
|
||
210
Verisk Analytics
VRSK
$22.9B
| $9.72M | 0.08% |
51,214
+7,029
|
|
||
211
Core & Main
CNM
$9.3B
| $9.54M | 0.08% |
193,193
-2,391
|
|
||
212
Ametek
AME
$51.8B
| $9M | 0.07% |
42,000
-2,410
|
|
||
213
Packaging Corp of America
PKG
$19.5B
| $8.89M | 0.07% |
41,883
+6,689
|
|
||
214
US Bancorp
USB
$85.1B
| $8.49M | 0.07% |
163,206
+67,160
|
|
||
215
Danaher
DHR
$129B
| $8.25M | 0.07% |
43,495
-351
|
|
||
216
Broadcom
AVGO
$2.12T
| $7.62M | 0.06% |
24,613
-420
|
|
||
217
Emerson Electric
EMR
$80.6B
| $7.54M | 0.06% |
57,514
-3,105
|
|
||
218
Vanguard Total Stock Market ETF
VTI
$657B
| $7.51M | 0.06% |
23,413
+160
|
|
||
219
AvalonBay Communities
AVB
$25.9B
| $7.48M | 0.06% |
45,781
-1,608
|
|
||
220
Abbott
ABT
$149B
| $7.21M | 0.06% |
70,256
+22,799
|
|
||
221
iShares Core MSCI Emerging Markets ETF
IEMG
$162B
| $7.06M | 0.06% |
101,196
+94,607
|
|
||
222
Brown & Brown
BRO
$19.1B
| $6.79M | 0.06% |
104,175
+17,881
|
|
||
223
Broadridge
BR
$17.8B
| $6.5M | 0.05% |
40,029
+9,170
|
|
||
224
Cummins
CMI
$89.2B
| $6.45M | 0.05% |
11,992
+1,165
|
|
||
225
Ulta Beauty
ULTA
$22.2B
| $6.34M | 0.05% |
12,135
-605
|
|