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Boston Trust Asset Management Fund (BTBFX)

US Funds

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57.97 -0.11 -0.19%

17/04 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 517.57M

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BTBFX Holdings

Comprehensive information about top holdings and Key Holding Information for the Boston Trust Asset Management (BTBFX) fund. Our Boston Trust Asset Management portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %
Cash	3.05	3.05
Shares	73.42	73.42
Bonds	23.52	23.52

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	24.00	17.80
Price to Book	4.78	2.81
Price to Sales	3.50	1.97
Price to Cash Flow	17.74	11.28
Dividend Yield	1.45	2.05
5 Years Earnings Growth	7.91	10.92

Sector Allocation

Name	Net %	Category Average
Technology	29.65	21.35
Financial Services	17.60	15.89
Healthcare	12.86	11.55
Consumer Cyclical	8.67	10.28
Communication Services	8.60	7.65
Consumer Defensive	8.06	6.67
Industrials	7.35	11.26
Energy	3.27	5.34
Utilities	2.03	3.19
Basic Materials	1.93	3.66

Region Allocation

North America
Europe Developed

Developed Markets

Top Holdings

Number of long holdings: 123

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	6.27	367.78	-1.03%
Apple	US0378331005	5.09	196.98	+1.39%
ADP	US0530151036	3.59	293.28	-0.29%
JPMorgan	US46625H1005	3.48	231.96	+1.02%
Accenture	IE00B4BNMY34	3.18	282.35	-1.01%
Visa A	US92826C8394	3.02	329.61	-0.52%
Alphabet C	US02079K1079	3.02	153.36	-1.38%
United States Treasury Bonds 4.5%	-	2.76	-	-
United States Treasury Notes 3.875%	-	2.41	-	-
Amazon.com	US0231351067	2.23	172.61	-0.99%

Top Equity Funds by Boston Trust Walden Funds

Name	Total Assets	YTD%	3Y%	10Y%
Boston Trust Small Cap	1.25B	-4.11	4.28	9.00
Boston Trust SMID Cap Fund	707M	-2.17	4.38	9.16
Walden SMID Cap Fund	282.43M	-2.84	4.96	8.96
Walden Equity	228.12M	0.76	6.75	10.69
Boston Trust Equity	223.13M	13.72	4.61	11.28

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