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Not Investment Advice

WSBFX

Boston Trust Walden Balanced
1W: -0.1% 1M: -1.1% 3M: -0.4% YTD: +6.9% 1Y: +2.0% 3Y: +26.5% 5Y: +19.4%
$24.52
+0.11 (+0.45%)
 
Weekly Expected Move ±1.1%
$24 $24 $24 $25 $25
ETF NASDAQ · AUM $141.4M
Total Changes (90d)
0
New Holdings
0
Removed Holdings
0
44 changes · Page 1 of 1
Date Holding Name Ticker Change Type Old Value New Value
2026-02-28 KLAC KLAC New — 1550 shares
2026-02-28 ACN ACN New — 10200 shares
2026-02-28 ROST ROST New — 13000 shares
2026-02-28 TEL TEL New — 5500 shares
2026-02-28 ES ES New — 12355 shares
2026-02-28 COST COST New — 3600 shares
2026-02-28 UPS UPS New — 9250 shares
2026-02-28 FDS FDS New — 2280 shares
2026-02-28 UNP.DE UNP.DE New — 7750 shares
2026-02-28 ADP ADP New — 6695 shares
2026-02-28 ATR ATR New — 6700 shares
2026-02-28 0I3I.L 0I3I.L New — 11705 shares
2026-02-28 V.BA V.BA New — 14025 shares
2026-02-28 SYY SYY New — 10000 shares
2026-02-28 UNH.BA UNH.BA New — 6300 shares
2026-02-28 A A New — 5000 shares
2026-02-28 MRK MRK New — 12250 shares
2026-02-28 GOOG GOOG New — 36800 shares
2026-02-28 MMC MMC New — 3870 shares
2026-02-28 AZO AZO New — 780 shares
2026-02-28 WTRG WTRG New — 22500 shares
2026-02-28 CSCO CSCO New — 35515 shares
2026-02-28 CB CB New — 9155 shares
2026-02-28 MSFT MSFT New — 25000 shares
2026-02-28 NVDA NVDA New — 22030 shares
2026-02-28 PEP PEP New — 9995 shares
2026-02-28 AMAT AMAT New — 12630 shares
2026-02-28 BKNG BKNG New — 225 shares
2026-02-28 AAPL.NE AAPL.NE New — 36265 shares
2026-02-28 DCI DCI New — 13275 shares
2026-02-28 APD APD New — 3600 shares
2026-02-28 ADI ADI New — 4100 shares
2026-02-28 JNJ JNJ New — 8050 shares
2026-02-28 WAT WAT New — 4025 shares
2026-02-28 GOOGL.SW GOOGL.SW New — 17000 shares
2026-02-28 PG PG New — 7000 shares
2026-02-28 HUBB HUBB New — 7000 shares
2026-02-28 CMCSA CMCSA New — 27575 shares
2026-02-28 SYK SYK New — 9250 shares
2026-02-28 DE DE New — 4000 shares
2026-02-28 ADBE ADBE New — 2155 shares
2026-02-28 JPM JPM New — 17685 shares
2026-02-28 COP COP New — 22625 shares
2026-02-28 LOW LOW New — 5000 shares

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms