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 | |
|---|---|---|---|---|---|---|
201
Verisk Analytics
VRSK
$28.9B
| $9.88M | 0.07% |
44,185
+36,025
|
|
||
202
SLB Ltd
SLB
$76.8B
| $9.84M | 0.07% |
256,274
-53,210
|
|
||
203
American Water Works
AWK
$26.6B
| $9.5M | 0.07% |
72,796
+780
|
|
||
204
Ametek
AME
$54.8B
| $9.12M | 0.07% |
44,410
-21,710
|
|
||
205
ON Semiconductor
ON
$26.2B
| $9.01M | 0.07% |
166,360
-6,935
|
|
||
206
Broadcom
AVGO
$1.52T
| $8.66M | 0.07% |
25,033
-1,045
|
|
||
207
AvalonBay Communities
AVB
$25B
| $8.59M | 0.06% |
47,389
-1,970
|
|
||
208
Vanguard FTSE Emerging Markets ETF
VWO
$116B
| $8.22M | 0.06% |
152,969
-62,485
|
|
||
209
Emerson Electric
EMR
$84.7B
| $8.05M | 0.06% |
60,619
-44
|
|
||
210
Intuitive Surgical
ISRG
$179B
| $7.91M | 0.06% |
13,972
-170
|
|
||
211
Vanguard Total Stock Market ETF
VTI
$582B
| $7.8M | 0.06% |
23,253
+3,230
|
|
||
212
Ulta Beauty
ULTA
$30.4B
| $7.71M | 0.06% |
12,740
-905
|
|
||
213
Packaging Corp of America
PKG
$20.9B
| $7.26M | 0.05% |
35,194
-232
|
|
||
214
Broadridge
BR
$21.7B
| $6.89M | 0.05% |
30,859
-1,960
|
|
||
215
Brown & Brown
BRO
$24.4B
| $6.88M | 0.05% |
86,294
+18,627
|
|
||
216
Linde
LIN
$235B
| $6.41M | 0.05% |
15,044
+8,863
|
|
||
217
Veeva Systems
VEEV
$29.9B
| $6.28M | 0.05% |
28,129
-1,835
|
|
||
218
Abbott
ABT
$202B
| $5.95M | 0.04% |
47,457
-195
|
|
||
219
AbbVie
ABBV
$410B
| $5.88M | 0.04% |
25,726
|
|
||
220
Hershey
HSY
$47.9B
| $5.68M | 0.04% |
31,225
-42,503
|
|
||
221
Cummins
CMI
$80.7B
| $5.53M | 0.04% |
10,827
|
|
||
222
Ball Corp
BALL
$18B
| $5.23M | 0.04% |
98,757
-7,725
|
|
||
223
US Bancorp
USB
$85B
| $5.13M | 0.04% |
96,046
+100
|
|
||
224
Quest Diagnostics
DGX
$23.4B
| $5.01M | 0.04% |
28,849
-745
|
|
||
225
Verizon
VZ
$211B
| $4.86M | 0.04% |
119,341
-955
|
|