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 | |
|---|---|---|---|---|---|---|
201
Vanguard FTSE Emerging Markets ETF
VWO
$102B
| $11.2M | 0.08% |
226,069
-15,845
|
|
||
202
US Bancorp
USB
$72.8B
| $11.1M | 0.08% |
245,601
-10,395
|
|
||
203
O'Reilly Automotive
ORLY
$80.4B
| $11.1M | 0.08% |
123,240
|
|
||
204
Oceaneering
OII
$2.26B
| $10.9M | 0.08% |
+526,125
|
|
||
205
Packaging Corp of America
PKG
$17.8B
| $9.95M | 0.07% |
52,788
-295
|
|
||
206
M&T Bank
MTB
$28.2B
| $9.51M | 0.07% |
49,012
+734
|
|
||
207
Amgen
AMGN
$170B
| $9.47M | 0.07% |
33,930
-10,590
|
|
||
|
ANSS
208
DELISTED
Ansys
ANSS
| $9.27M | 0.07% |
26,397
+65
|
|
||
209
Charter Communications
CHTR
$28.2B
| $8.95M | 0.06% |
21,900
-491
|
|
||
210
Danaher
DHR
$149B
| $8.78M | 0.06% |
44,438
+146
|
|
||
211
iShares Russell 2000 ETF
IWM
$69.3B
| $8.71M | 0.06% |
40,376
+31,180
|
|
||
212
Veeva Systems
VEEV
$47.7B
| $8.6M | 0.06% |
29,874
-7,671
|
|
||
213
Emerson Electric
EMR
$74B
| $8.1M | 0.06% |
60,731
-1,527
|
|
||
214
Broadridge
BR
$25.4B
| $7.98M | 0.06% |
32,819
-393
|
|
||
215
Intuitive Surgical
ISRG
$194B
| $7.74M | 0.06% |
14,251
-61
|
|
||
216
Ulta Beauty
ULTA
$22.9B
| $7.67M | 0.05% |
16,402
-8,331
|
|
||
217
Brown & Brown
BRO
$26.1B
| $7.42M | 0.05% |
66,942
-831
|
|
||
218
Cognizant
CTSH
$35.2B
| $7.35M | 0.05% |
94,219
-28,630
|
|
||
219
Broadcom
AVGO
$1.68T
| $7.12M | 0.05% |
25,832
+1,672
|
|
||
220
MSCI
MSCI
$43.6B
| $6.98M | 0.05% |
+12,097
|
|
||
221
Abbott
ABT
$217B
| $6.9M | 0.05% |
50,751
+4,418
|
|
||
222
Vanguard Total Stock Market ETF
VTI
$547B
| $6.09M | 0.04% |
20,023
+5,025
|
|
||
223
Albertsons Companies
ACI
$9.6B
| $5.65M | 0.04% |
262,636
|
|
||
224
Ecolab
ECL
$71.7B
| $4.96M | 0.04% |
18,407
-322
|
|
||
225
AbbVie
ABBV
$387B
| $4.77M | 0.03% |
25,678
-122
|
|