WSEFX
Boston Trust Walden Equity Fund
1W: -0.4%
1M: -0.8%
3M: +1.2%
YTD: +11.8%
1Y: +5.3%
3Y: +36.6%
5Y: +34.6%
$40.94
+0.29 (+0.71%)
Weekly Expected Move ±1.3%
$40
$40
$41
$41
$42
Key Statistics
AUM$225M
Holdings48
Top 10 Wt50.2%
Volume0
Avg Volume0
Beta0.80
Portfolio Fundamentals
P/E11.2
P/B3.5
Div Yield1.53%
ROE36.6%
% Profitable88%
Inception1999-06-18
Sector Allocation
Technology
32.5%
Financial Services
14.5%
Healthcare
11.1%
Communication Services
10.7%
Industrials
10.3%
Consumer Cyclical
7.5%
+6 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | Apple Inc. | AAPL.DE | 9.81% | $19.5M | 76,845 |
| 2 | Microsoft Corp. | 4338.HK | 8.16% | $16.2M | 43,795 |
| 3 | Alphabet Inc. | ABEC.F | 6.55% | $13.0M | 45,390 |
| 4 | JPMorgan Chase & Co. | CMC.DE | 4.95% | $9.8M | 33,415 |
| 5 | Applied Materials Inc. | 4336.HK | 3.95% | $7.9M | 22,970 |
| 6 | Visa Inc | 3V64.DE | 3.93% | $7.8M | 25,875 |
| 7 | NVIDIA Corp. | 0QOJ.L | 3.88% | $7.7M | 44,245 |
| 8 | Alphabet Inc. | GOOGL.SW | 3.27% | $6.5M | 22,585 |
| 9 | Johnson & Johnson | JNJ.SW | 2.91% | $5.8M | 23,660 |
| 10 | Deere & Company | DCO.DE | 2.80% | $5.6M | 9,895 |