BT

Boston Trust Walden Midcap Fund | WAMFX

Mutual Fund
Boston Trust Walden Midcap Fund
Last update 2025-02-21 70 Stocks (4 new)
Value $159.00 Mil Turnover 13 %
Countries:
Top Holdings: BKR(3.11%)PAYX(3.10%)SEIC(2.34%)FDS(2.29%)ES(2.07%)
Summary Stock Picks Current Portfolio
Boston Trust Walden Midcap Fun... Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BKR 		Baker Hughes Co
120,830
4,956.4
+7.04%
3.110
+0.20%
0.010
-13.36%
-7.46%
37,192.8
Oil & Gas
PAYX 		Paychex Inc
35,290
4,948.4
+7.12%
3.100
+0.21%
0.010
+3.92%
+14.42%
57,000.2
Software
SEIC 		SEI Investments Co
45,300
3,736.3
+6.98%
2.340
+0.15%
0.040
+7.49%
+3.02%
10,577.6
Asset Management
FDS 		FactSet Research Systems Inc
7,610
3,654.9
+6.51%
2.290
+0.14%
0.020
-4.92%
-9.11%
16,488.8
Capital Markets
ES 		Eversource Energy
57,330
3,292.5
+32.52%
2.070
+0.51%
0.020
+6.11%
+16.42%
23,971.9
Utilities - Regulated
LULU 		Lululemon Athletica Inc
8,510
3,254.3
+4.55%
2.040
+0.09%
0.010
-3.71%
-12.42%
40,241.3
Retail - Cyclical
JLL 		Jones Lang LaSalle Inc
12,770
3,232.6
+7.31%
2.030
+0.14%
0.030
-15.77%
-11.15%
10,677.8
Real Estate
ROST 		Ross Stores Inc
20,600
3,116.2
+9.63%
1.950
+0.17%
0.010
+5.62%
-4.48%
47,362.0
Retail - Cyclical
BJ 		BJ's Wholesale Club Holdings Inc
34,270
3,062.0
+8.64%
1.920
+0.15%
0.030
+12.46%
+25.13%
14,763.3
Retail - Defensive
PAYC 		Paycom Software Inc
14,690
3,011.0
+6.99%
1.890
+0.12%
0.030
+20.18%
+29.12%
14,777.4
Software

Boston Trust Walden Midcap Fund's Historical Top Holdings Breakdowns

Boston Trust Walden Midcap 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
FTNT 		Fortinet Inc2024-12-31Sold Out
-1.63%
●
76.98 ($89.14) 99.21
$102.88
15.41%
Sold Out
0
-31,425
EW 		Edwards Lifesciences Corp2024-12-31New Buy
+1.46%
●
64.54 ($70.07) 75.92
$77.72
10.92%
New holding
31,475
31,475
QLYS 		Qualys Inc2024-12-31New Buy
+1.15%
●
119.24 ($139.38) 159.23
$142.56
2.28%
New holding
13,125
13,125
GWW 		W.W. Grainger Inc2024-12-31Sold Out
-1.15%
●
1022.84 ($1128.21) 1220.93
$1,088.04
-3.56%
Sold Out
0
-1,660
VEEV 		Veeva Systems Inc2024-12-31New Buy
+1.14%
●
201.81 ($220.12) 250.45
$284.75
29.36%
New holding
8,645
8,645
DHI 		D.R. Horton Inc2024-12-31New Buy
+1.10%
●
137.24 ($166.7) 194.56
$118.35
-29.00%
New holding
12,555
12,555
EG 		Everest Group Ltd2024-12-31Sold Out
-0.99%
●
347.75 ($374.17) 407.04
$351.22
-6.13%
Sold Out
0
-3,795
SYY 		Sysco Corp2024-12-31Add
+0.80%
●
73.63 ($76.53) 81.77
$73.63
-3.79%
Add 85.4%
36,310
16,725
PKG 		Packaging Corp of America2024-12-31Sold Out
-0.74%
●
211.98 ($231.57) 248.85
$194.08
-16.19%
Sold Out
0
-5,150
ES 		Eversource Energy2024-12-31Add
+0.51%
●
55.9 ($62.24) 67.09
$65.25
4.84%
Add 32.52%
57,330
14,070

Boston Trust Walden Midcap Fund Total Holding History ($B)

To

Boston Trust Walden Midcap Fund's Asset Allocation

To

Boston Trust Walden Midcap Fund Past Portfolios

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

Top Ranked Articles

  • 1

Boston Trust Walden Midcap Fund's Hypothetical Growth since 2024-12-31

Boston Trust Walden Midcap Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Boston Trust Walden Midcap Fund's Holdings Heat Map

Size field:

Boston Trust Walden Midcap Fund's Holdings Bubble Chart

Boston Trust Walden Midcap Fund News

  • 1

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