WSEFX
Boston Trust Walden Equity Fund
1W: +0.1%
1M: +2.5%
3M: +6.4%
YTD: +10.4%
1Y: +9.1%
3Y: +27.9%
5Y: +35.9%
$40.37
+0.25 (+0.62%)
Weekly Expected Move ±1.4%
$39
$39
$40
$40
$41
Key Statistics
AUM$225M
Holdings48
Top 10 Wt50.2%
Volume0
Avg Volume0
Beta0.80
Portfolio Fundamentals
P/E20.6
P/B6.3
Div Yield1.39%
ROE32.8%
% Profitable78%
Inception1999-06-18
Sector Allocation
Technology
31.0%
Healthcare
15.0%
Financial Services
14.5%
Industrials
11.8%
Communication Services
10.7%
Consumer Cyclical
7.5%
+5 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | Apple Inc. | AAPL.DE | 9.81% | $19.5M | 76,845 |
| 2 | Microsoft Corp. | 0MSD.L | 8.16% | $16.2M | 43,795 |
| 3 | Alphabet Inc. | ABEC.DE | 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. | 0QAV.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 |