BT
| |
Boston Trust Walden Equity Fund | WSEFXMutual Fund | |
| Boston Trust Walden Equity Fund | |
| Last update 2025-06-24 | 52 Stocks (0 new) |
| Value $244.00 Mil | Turnover 1 % |
Boston Trust Walden Equity Fun... 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 95,395 | 21,190.1 | -8.56% | 8.670 | -0.85% | 0.000 | +2.65% | -14.12% | 3,204,556.1 | Hardware | |
MSFT | Microsoft Corp | 55,070 | 20,672.7 | -2.31% | 8.460 | -0.21% | 0.000 | +30.96% | +21.99% | 3,807,023.3 | Software | |
GOOG | Alphabet Inc | 73,290 | 11,450.1 | -1.74% | 4.680 | -0.09% | 0.000 | +18.48% | +2.05% | 2,338,017.2 | Interactive Media | |
JPM | JPMorgan Chase & Co | 45,890 | 11,256.8 | -2.44% | 4.610 | -0.10% | 0.000 | +22.78% | +26.16% | 818,303.0 | Banks | |
V | Visa Inc | 30,300 | 10,618.9 | -1.86% | 4.340 | -0.07% | 0.000 | +6.05% | +12.66% | 693,248.4 | Credit Services | |
COP | ConocoPhillips | 85,515 | 8,980.8 | -2.29% | 3.670 | -0.08% | 0.010 | +4.57% | -2.50% | 120,055.2 | Oil & Gas | |
UNH | UnitedHealth Group Inc | 13,950 | 7,306.3 | -2.28% | 2.990 | -0.06% | 0.000 | -31.93% | -43.42% | 256,696.8 | Healthcare Plans | |
JNJ | Johnson & Johnson | 43,660 | 7,240.6 | -1.80% | 2.960 | -0.04% | 0.000 | +9.96% | +18.47% | 405,865.3 | Drug Manufacturers | |
GOOGL | Alphabet Inc | 46,605 | 7,207.0 | -1.79% | 2.950 | -0.06% | 0.000 | +19.64% | +2.48% | 2,346,305.5 | Interactive Media | |
ACN | Accenture PLC | 22,950 | 7,161.3 | -15.31% | 2.930 | -0.55% | 0.000 | -3.22% | -18.54% | 175,980.8 | Software |
Boston Trust Walden Equity Fund's Historical Top Holdings Breakdowns
Boston Trust Walden Equity 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +0.87% | 106.98 ($126.74) 149.43 | $174.12 | 37.38% | Add 73.79% | 46,045 | 19,550 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.85% | 209.68 ($231.67) 247.1 | $214.17 | -7.55% | Reduce -8.56% | 95,395 | -8,925 | |
ACN | Accenture PLC | 2025-03-31 | Reduce Reduce | -0.55% | 300.91 ($353.16) 398.25 | $282.69 | -19.95% | Reduce -15.31% | 22,950 | -4,150 | |
HSY | The Hershey Co | 2025-03-31 | Reduce Reduce | -0.28% | 144.74 ($163.72) 186.36 | $182.76 | 11.63% | Reduce -32.82% | 8,800 | -4,300 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.21% | 375.39 ($407.71) 447.2 | $512.62 | 25.73% | Reduce -2.31% | 55,070 | -1,300 | |
ADI | Analog Devices Inc | 2025-03-31 | Reduce Reduce | -0.19% | 201.56 ($216.11) 243.82 | $227.46 | 5.25% | Reduce -15.43% | 12,740 | -2,325 | |
WAT | Waters Corp | 2025-03-31 | Reduce Reduce | -0.18% | 362.16 ($387.18) 417.28 | $296.82 | -23.34% | Reduce -14.28% | 7,655 | -1,275 | |
CMCSA | Comcast Corp | 2025-03-31 | Reduce Reduce | -0.16% | 33.19 ($36.08) 38.23 | $33.45 | -7.28% | Reduce -10.47% | 94,240 | -11,025 | |
DE | Deere & Co | 2025-03-31 | Reduce Reduce | -0.13% | 408.57 ($467.8) 509.27 | $509.06 | 8.82% | Reduce -6.94% | 11,070 | -825 | |
ADBE | Adobe Inc | 2025-03-31 | Reduce Reduce | -0.12% | 377.84 ($428.84) 464.11 | $369.78 | -13.77% | Reduce -9.37% | 7,010 | -725 |
Boston Trust Walden Equity Fund Total Holding History ($B)
Boston Trust Walden Equity Fund's Asset Allocation
Boston Trust Walden Equity 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 Equity Fund's Hypothetical Growth since 2025-03-31
Boston Trust Walden Equity Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Boston Trust Walden Equity Fund's Holdings Heat Map
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Boston Trust Walden Equity Fund's Holdings Bubble Chart
Boston Trust Walden Equity Fund News
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