WSBFX
Boston Trust Walden Balanced
1W: +0.1%
1M: +0.4%
3M: +2.9%
YTD: +6.6%
1Y: +6.4%
3Y: +20.5%
5Y: +21.8%
$24.51
+0.09 (+0.37%)
Weekly Expected Move ±1.0%
$24
$24
$24
$24
$25
Key Statistics
AUM$144M
Holdings43
Top 10 Wt33.4%
Volume0
Avg Volume0
Beta0.85
Portfolio Fundamentals
P/E20.2
P/B6.0
Div Yield1.34%
ROE32.2%
% Profitable44%
Inception1999-06-18
Sector Allocation
Other
32.9%
Technology
21.1%
Healthcare
9.6%
Financial Services
7.8%
Industrials
7.6%
Communication Services
6.6%
+5 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | United States Treasury Notes | — | 7.77% | $10.6M | 10,750,000 |
| 2 | United States Treasury Bonds | — | 6.46% | $8.8M | 9,895,000 |
| 3 | Apple Inc. | AAPL.DE | 5.91% | $8.0M | 31,655 |
| 4 | Microsoft Corp. | 0MSD.L | 5.02% | $6.8M | 18,410 |
| 5 | Alphabet Inc. | GOOGL.SW | 3.60% | $4.9M | 17,000 |
| 6 | Applied Materials Inc. | 4336.HK | 3.18% | $4.3M | 12,630 |
| 7 | JPMorgan Chase & Co. | CMC.DE | 3.08% | $4.2M | 14,205 |
| 8 | United States Treasury Notes | — | 3.07% | $4.2M | 4,000,000 |
| 9 | NVIDIA Corp. | 0QAV.L | 2.83% | $3.8M | 22,030 |
| 10 | Costco Wholesale Corporation | 0QQT.L | 2.64% | $3.6M | 3,600 |