BT

Boston Trust Walden SMID Cap Fund | WASMX

Mutual Fund
Boston Trust Walden SMID Cap Fund
Last update 2025-06-24 70 Stocks (3 new)
Value $300.00 Mil Turnover 8 %
Countries:
Top Holdings: BJ(2.50%)AIT(2.39%)CHE(2.35%)QLYS(2.27%)SEIC(2.25%)
Summary Stock Picks Current Portfolio
Boston Trust Walden SMID Cap F... 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
BJ
BJ's Wholesale Club Holdings Inc
65,822
7,510.3
+3.47%
2.500
+0.08%
0.050
-8.18%
+17.18%
13,825.7
Retail - Defensive
AIT
Applied Industrial Technologies Inc
31,855
7,178.2
+3.61%
2.390
+0.08%
0.080
+16.93%
+11.92%
10,169.0
Industrial Distribution
CHE
Chemed Corp
11,470
7,057.7
+50.11%
2.350
+0.78%
0.080
-20.32%
-11.86%
6,818.9
Healthcare Providers & Services
QLYS
Qualys Inc
54,160
6,820.4
+3.51%
2.270
+0.08%
0.150
+15.28%
+0.09%
5,098.0
Software
SEIC
SEI Investments Co
87,200
6,769.3
+3.57%
2.250
+0.08%
0.070
+23.97%
+9.72%
11,201.3
Asset Management
CFR
Cullen/Frost Bankers Inc
53,578
6,708.0
+16.41%
2.230
+0.31%
0.080
+20.13%
+3.43%
8,795.9
Banks
FDS
FactSet Research Systems Inc
14,310
6,505.9
+3.28%
2.170
+0.07%
0.040
-1.94%
-12.93%
15,737.4
Capital Markets
ALLE
Allegion PLC
49,220
6,421.2
+22.68%
2.140
+0.40%
0.060
+22.51%
+19.04%
13,282.6
Business Services
CINF
Cincinnati Financial Corp
42,495
6,277.4
+3.57%
2.090
+0.07%
0.030
+13.26%
+6.29%
23,589.3
Insurance
CHKP
Check Point Software Technologies Ltd
Check Point Software Technologies Ltd
27,348
6,233.2
-17.81%
2.080
-0.37%
0.030
+9.17%
+19.44%
24,166.2
Software

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

Boston Trust Walden SMID 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
FLO
Flowers Foods Inc
2025-03-31
Sold Out
Sold Out
-1.14%
●
18.05 ($19.12) 20.78
$16.43
-14.07%
Sold Out
0
-164,311
ZBH
Zimmer Biomet Holdings Inc
2025-03-31
New Buy
New Buy
+1.11%
●
98.98 ($106.98) 113.18
$97.33
-9.02%
New holding
29,583
29,583
IPG
The Interpublic Group of Companies Inc
The Interpublic Group of Companies Inc
2025-03-31
Sold Out
Sold Out
-1.04%
●
25.93 ($27.43) 29.28
$26.54
-3.24%
Sold Out
0
-110,215
NTAP
NetApp Inc
2025-03-31
New Buy
New Buy
+0.94%
●
87.84 ($110.55) 126.3
$105.88
-4.22%
New holding
32,270
32,270
CHE
Chemed Corp
2025-03-31
Add
Add
+0.78%
●
521.84 ($568.39) 615.32
$466.11
-17.99%
Add 50.11%
11,470
3,829
MKC
McCormick & Co Inc
2025-03-31
Add
Add
+0.68%
●
71.24 ($78.37) 84.73
$72.41
-7.60%
Add 60.71%
65,726
24,828
JAZZ
Jazz Pharmaceuticals PLC
2025-03-31
New Buy
New Buy
+0.67%
●
120.07 ($130.46) 144.17
$117.34
-10.06%
New holding
16,312
16,312
TFX
Teleflex Inc
2025-03-31
Reduce
Reduce
-0.61%
●
130.79 ($162) 183.66
$117.24
-27.63%
Reduce -46.48%
11,709
-10,170
ALLE
Allegion PLC
2025-03-31
Add
Add
+0.40%
●
123.79 ($129.42) 135.5
$154.36
19.27%
Add 22.68%
49,220
9,100
CHKP
Check Point Software Technologies Ltd
Check Point Software Technologies Ltd
2025-03-31
Reduce
Reduce
-0.37%
●
179.88 ($211.9) 231.31
$223.00
5.24%
Reduce -17.81%
27,348
-5,927

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

To

Boston Trust Walden SMID Cap Fund's Asset Allocation

To

Boston Trust Walden SMID Cap Fund Past Portfolios

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

Top Ranked Articles

  • 1

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

Boston Trust Walden SMID Cap Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Boston Trust Walden SMID Cap Fund's Holdings Heat Map

Size field:

Boston Trust Walden SMID Cap Fund's Holdings Bubble Chart

Boston Trust Walden SMID Cap Fund News

  • 1

Discussions on Boston Trust Walden SMID Cap Fund

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.