BT
| |
Boston Trust Walden Balanced Fund | WSBFXMutual Fund | |
| Boston Trust Walden Balanced Fund | |
| Last update 2025-06-24 | 44 Stocks (2 new) |
| Value $103.00 Mil | Turnover 4 % |
Boston Trust Walden Balanced F... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 25,500 | 9,572.5 | -14.90% | 9.310 | -1.71% | 0.000 | +32.15% | +21.67% | 3,797,138.0 | Software | |
AAPL | Apple Inc | 36,265 | 8,055.5 | 0% | 7.830 | 0% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | Hardware | |
GOOG | Alphabet Inc | 40,300 | 6,296.1 | 0% | 6.120 | 0% | 0.000 | +19.79% | +1.69% | 2,329,696.9 | Interactive Media | |
V | Visa Inc | 14,025 | 4,915.2 | -6.66% | 4.780 | -0.29% | 0.000 | +5.61% | +12.38% | 691,480.5 | Credit Services | |
JPM | JPMorgan Chase & Co | 17,685 | 4,338.1 | -10.16% | 4.220 | -0.44% | 0.000 | +21.80% | +25.72% | 815,415.8 | Banks | |
ACN | Accenture PLC | 11,500 | 3,588.5 | -4.17% | 3.490 | -0.16% | 0.000 | -2.85% | -18.78% | 175,463.8 | Software | |
SYK | Stryker Corp | 9,250 | 3,443.3 | 0% | 3.350 | 0% | 0.000 | +10.10% | +10.66% | 151,589.5 | Medical Devices & Instruments | |
COST | Costco Wholesale Corp | 3,600 | 3,404.8 | -14.29% | 3.310 | -0.50% | 0.000 | -4.15% | +2.16% | 414,118.9 | Retail - Defensive | |
UNH | UnitedHealth Group Inc | 6,500 | 3,404.4 | 0% | 3.310 | 0% | 0.000 | -33.87% | -44.30% | 252,711.2 | Healthcare Plans | |
COP | ConocoPhillips | 32,260 | 3,387.9 | -0.65% | 3.300 | -0.02% | 0.000 | +5.05% | -1.97% | 120,711.6 | Oil & Gas |
Boston Trust Walden Balanced Fund's Historical Top Holdings Breakdowns
Boston Trust Walden Balanced Fund's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -1.71% | 375.39 ($407.71) 447.2 | $510.88 | 25.30% | Reduce -14.9% | 25,500 | -4,465 | |
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +1.26% | 106.98 ($126.74) 149.43 | $173.74 | 37.08% | Add 199% | 18,030 | 12,000 | |
PG | Procter & Gamble Co | 2025-03-31 | New Buy New Buy | +1.16% | 158.56 ($167.49) 176.26 | $158.81 | -5.18% | New holding | 7,000 | 7,000 | |
BKNG | Booking Holdings Inc | 2025-03-31 | New Buy New Buy | +1.01% | 4295.4 ($4781.72) 5141.88 | $5,650.00 | 18.16% | New holding | 225 | 225 | |
AMAT | Applied Materials Inc | 2025-03-31 | Add Add | +0.71% | 145.06 ($168.16) 195.51 | $188.12 | 11.87% | Add 81.57% | 11,130 | 5,000 | |
DE | Deere & Co | 2025-03-31 | Reduce Reduce | -0.58% | 408.57 ($467.8) 509.27 | $514.66 | 10.02% | Reduce -27.27% | 4,000 | -1,500 | |
COST | Costco Wholesale Corp | 2025-03-31 | Reduce Reduce | -0.50% | 890.62 ($974.97) 1076.86 | $933.80 | -4.22% | Reduce -14.29% | 3,600 | -600 | |
WAT | Waters Corp | 2025-03-31 | Reduce Reduce | -0.47% | 362.16 ($387.18) 417.28 | $298.47 | -22.91% | Reduce -25.81% | 4,025 | -1,400 | |
JPM | JPMorgan Chase & Co | 2025-03-31 | Reduce Reduce | -0.44% | 225.19 ($254.94) 279.95 | $296.55 | 16.32% | Reduce -10.16% | 17,685 | -2,000 | |
ADBE | Adobe Inc | 2025-03-31 | Reduce Reduce | -0.39% | 377.84 ($428.84) 464.11 | $371.69 | -13.33% | Reduce -27.23% | 2,605 | -975 |
Boston Trust Walden Balanced Fund Total Holding History ($B)
Boston Trust Walden Balanced Fund's Asset Allocation
Boston Trust Walden Balanced Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Boston Trust Walden Balanced Fund's Hypothetical Growth since 2025-03-31
Boston Trust Walden Balanced Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Boston Trust Walden Balanced Fund's Holdings Heat Map
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Boston Trust Walden Balanced Fund's Holdings Bubble Chart
Boston Trust Walden Balanced Fund News
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