BT

Boston Trust Walden Small Cap Fund | BOSOX

Mutual Fund
Boston Trust Walden Small Cap Fund
Last update 2025-06-24 69 Stocks (2 new)
Value $1.34 Bil Turnover 5 %
Countries:
Top Holdings: CHE(2.51%)CORT(2.46%)EXLS(2.36%)CRVL(2.31%)CFR(2.29%)
Summary Stock Picks Current Portfolio
Boston Trust Walden Small Cap ... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
CHE
Chemed Corp
54,502
33,536.2
-0.78%
2.510
-0.02%
0.370
-23.52%
-10.53%
6,922.4
Healthcare Providers & Services
CORT
Corcept Therapeutics Inc
287,723
32,863.7
-21.66%
2.460
-0.29%
0.270
-8.95%
+43.42%
7,663.9
Biotechnology
EXLS
ExlService Holdings Inc
668,783
31,573.3
-0.90%
2.360
-0.02%
0.410
-1.76%
+2.01%
7,365.2
Software
CRVL
CorVel Corp
275,987
30,902.3
-0.90%
2.310
-0.02%
0.540
-7.44%
-7.56%
5,290.7
Insurance
CFR
Cullen/Frost Bankers Inc
244,698
30,636.2
-0.90%
2.290
-0.02%
0.380
+22.87%
+2.95%
8,755.4
Banks
HAE
Haemonetics Corp
461,365
29,319.8
+20.78%
2.200
+0.38%
0.960
+23.55%
-1.55%
3,692.9
Medical Devices & Instruments
PBH
Prestige Consumer Healthcare Inc
335,888
28,876.3
-0.90%
2.160
-0.02%
0.680
-5.41%
+2.42%
3,937.7
Drug Manufacturers
WTS
Watts Water Technologies Inc
137,677
28,075.1
-0.83%
2.100
-0.02%
0.410
+30.90%
+26.10%
8,520.4
Industrial Products
SLGN
Silgan Holdings Inc
548,908
28,060.2
-0.88%
2.100
-0.02%
0.510
+14.69%
+9.72%
6,063.3
Packaging & Containers
QLYS
Qualys Inc
217,414
27,379.0
-0.88%
2.050
-0.02%
0.600
+21.74%
+7.02%
5,451.5
Software

Boston Trust Walden Small Cap Fund's Historical Top Holdings Breakdowns

Boston Trust Walden Small Cap Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
GMED
Globus Medical Inc
2025-03-31
Sold Out
Sold Out
-1.72%
●
69.68 ($82.63) 93.32
$59.17
-28.39%
Sold Out
0
-290,760
TTC
The Toro Co
2025-03-31
New Buy
New Buy
+0.99%
●
71.86 ($79.05) 87.28
$74.54
-5.71%
New holding
181,709
181,709
ATEN
A10 Networks Inc
2025-03-31
New Buy
New Buy
+0.83%
●
16.34 ($19.21) 21.68
$20.14
4.84%
New holding
676,679
676,679
CRI
Carter's Inc
2025-03-31
Sold Out
Sold Out
-0.83%
●
39.79 ($48.09) 55.09
$31.49
-34.52%
Sold Out
0
-215,212
UFPT
UFP Technologies Inc
2025-03-31
Add
Add
+0.76%
●
198.85 ($241.94) 285.04
$249.61
3.17%
Add 115.01%
94,714
50,664
ATKR
Atkore Inc
2025-03-31
Sold Out
Sold Out
-0.68%
●
58.89 ($71.42) 88.18
$75.14
5.21%
Sold Out
0
-114,541
CABO
Cable One Inc
2025-03-31
Sold Out
Sold Out
-0.66%
●
226.48 ($292.22) 373.32
$137.36
-52.99%
Sold Out
0
-25,450
HRB
H&R Block Inc
2025-03-31
Add
Add
+0.60%
●
49.96 ($53.46) 55.97
$56.12
4.98%
Add 73.34%
342,607
144,962
IBP
Installed Building Products Inc
2025-03-31
Add
Add
+0.50%
●
162.22 ($180.39) 206.22
$194.58
7.87%
Add 57.71%
105,770
38,705
ICUI
ICU Medical Inc
2025-03-31
Reduce
Reduce
-0.45%
●
130.05 ($155.2) 172.3
$135.44
-12.73%
Reduce -31.47%
89,053
-40,886

Boston Trust Walden Small Cap Fund Total Holding History ($B)

To

Boston Trust Walden Small Cap Fund's Asset Allocation

To

Boston Trust Walden Small Cap Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Boston Trust Walden Small Cap Fund's Hypothetical Growth since 2025-03-31

Boston Trust Walden Small Cap Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Boston Trust Walden Small Cap Fund's Holdings Heat Map

Size field:

Boston Trust Walden Small Cap Fund's Holdings Bubble Chart

Boston Trust Walden Small Cap Fund News

  • 1

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