WSEFX
Boston Trust Walden Equity Fund
1W: -3.0%
1M: -7.7%
3M: -6.7%
YTD: -6.1%
1Y: +0.4%
3Y: +21.9%
5Y: +30.7%
$35.29
+0.10 (+0.28%)
Weekly Expected Move ±1.7%
$33
$34
$34
$35
$35
Key Statistics
AUM$220M
Holdings50
Top 10 Wt51.8%
Volume0
Avg Volume0
Beta0.82
Portfolio Fundamentals
P/E770.9
P/B296.4
Div Yield1.33%
ROE42.2%
% Profitable98%
Inception1999-06-18
Sector Allocation
Technology
39.3%
Financial Services
15.1%
Healthcare
11.2%
Industrials
9.8%
Consumer Cyclical
8.0%
Communication Services
7.9%
+5 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | Microsoft Corp. | MSFT | 10.51% | $25.5M | 49,270 |
| 2 | Apple Inc. | AAPL.NE | 9.65% | $23.5M | 92,095 |
| 3 | Alphabet Inc. | GOOG | 7.04% | $17.1M | 70,190 |
| 4 | JPMorgan Chase & Co. | JPM | 5.22% | $12.7M | 40,190 |
| 5 | Alphabet Inc. | GOOGL.SW | 4.38% | $10.6M | 43,785 |
| 6 | Visa Inc | V.BA | 3.83% | $9.3M | 27,250 |
| 7 | NVIDIA Corp. | NVDA | 3.45% | $8.4M | 44,970 |
| 8 | ConocoPhillips | COP | 2.69% | $6.5M | 69,090 |
| 9 | Chubb Ltd. | CB | 2.52% | $6.1M | 21,670 |
| 10 | Applied Materials Inc. | AMAT | 2.51% | $6.1M | 29,770 |