BT
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Boston Trust Walden Midcap Fund | WAMFXMutual Fund | |
| Boston Trust Walden Midcap Fund | |
| Last update 2025-06-24 | 70 Stocks (5 new) |
| Value $159.00 Mil | Turnover 9 % |
Boston Trust Walden Midcap 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PAYX | Paychex Inc | 32,435 | 5,004.1 | -8.09% | 3.140 | -0.25% | 0.010 | +2.39% | +5.32% | 52,084.1 | Software | |
BKR | Baker Hughes Co | 108,345 | 4,761.8 | -10.33% | 2.990 | -0.32% | 0.010 | +4.98% | -1.34% | 39,419.7 | Oil & Gas | |
SEIC | SEI Investments Co | 46,455 | 3,606.3 | +2.55% | 2.260 | +0.06% | 0.040 | +26.71% | +10.45% | 11,276.0 | Asset Management | |
FDS | FactSet Research Systems Inc | 7,750 | 3,523.5 | +1.84% | 2.210 | +0.04% | 0.020 | -1.35% | -12.72% | 15,774.1 | Capital Markets | |
AZO | AutoZone Inc | 915 | 3,488.7 | +1.67% | 2.190 | +0.04% | 0.010 | +2.58% | +17.85% | 63,129.3 | Vehicles & Parts | |
WTRG | Essential Utilities Inc | 87,235 | 3,448.4 | +9.63% | 2.160 | +0.19% | 0.030 | -6.92% | +6.55% | 10,658.4 | Utilities - Regulated | |
ES | Eversource Energy | 54,205 | 3,366.7 | -5.45% | 2.110 | -0.11% | 0.010 | +16.17% | +18.84% | 24,471.5 | Utilities - Regulated | |
PAYC | Paycom Software Inc | 15,265 | 3,335.1 | +3.91% | 2.090 | +0.08% | 0.030 | +10.43% | +14.16% | 13,066.1 | Software | |
BJ | BJ's Wholesale Club Holdings Inc | 28,305 | 3,229.6 | -17.41% | 2.030 | -0.33% | 0.020 | -9.04% | +17.13% | 13,820.4 | Retail - Defensive | |
COO | The Cooper Companies Inc | 37,525 | 3,165.2 | +19.09% | 1.990 | +0.32% | 0.020 | -8.47% | -20.56% | 14,570.4 | Medical Devices & Instruments |
Boston Trust Walden Midcap Fund's Historical Top Holdings Breakdowns
Boston Trust Walden Midcap 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
ZBH | Zimmer Biomet Holdings Inc | 2025-03-31 | New Buy New Buy | +1.58% | 98.98 ($106.98) 113.18 | $96.52 | -9.78% | New holding | 22,195 | 22,195 | |
TFX | Teleflex Inc | 2025-03-31 | Sold Out Sold Out | -1.16% | 130.79 ($162) 183.66 | $115.20 | -28.89% | Sold Out | 0 | -10,415 | |
ROK | Rockwell Automation Inc | 2025-03-31 | Sold Out Sold Out | -1.09% | 255.29 ($278.33) 303.75 | $353.62 | 27.05% | Sold Out | 0 | -6,085 | |
JKHY | Jack Henry & Associates Inc | 2025-03-31 | New Buy New Buy | +1.07% | 166.47 ($174.54) 191.28 | $180.58 | 3.46% | New holding | 9,360 | 9,360 | |
STAG | Stag Industrial Inc | 2025-03-31 | New Buy New Buy | +1.07% | 32.39 ($34.88) 37.07 | $36.03 | 3.30% | New holding | 47,270 | 47,270 | |
WAT | Waters Corp | 2025-03-31 | Sold Out Sold Out | -1.02% | 362.16 ($387.18) 417.28 | $287.46 | -25.76% | Sold Out | 0 | -4,365 | |
CNM | Core & Main Inc | 2025-03-31 | New Buy New Buy | +0.99% | 46.27 ($51.82) 57.26 | $65.03 | 25.49% | New holding | 32,485 | 32,485 | |
COLM | Columbia Sportswear Co | 2025-03-31 | Sold Out Sold Out | -0.93% | 75.3 ($83.43) 92.08 | $62.09 | -25.58% | Sold Out | 0 | -17,600 | |
NTAP | NetApp Inc | 2025-03-31 | New Buy New Buy | +0.92% | 87.84 ($110.55) 126.3 | $104.95 | -5.07% | New holding | 16,720 | 16,720 | |
OMC | Omnicom Group Inc | 2025-03-31 | Sold Out Sold Out | -0.88% | 79.43 ($83.51) 88.34 | $75.21 | -9.94% | Sold Out | 0 | -16,275 |
Boston Trust Walden Midcap Fund Total Holding History ($B)
Boston Trust Walden Midcap Fund's Asset Allocation
Boston Trust Walden Midcap 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 Midcap Fund's Hypothetical Growth since 2025-03-31
Boston Trust Walden Midcap Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Boston Trust Walden Midcap Fund's Holdings Heat Map
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Boston Trust Walden Midcap Fund's Holdings Bubble Chart
Boston Trust Walden Midcap Fund News
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