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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.28 | 0.28 | 0.00 |
Shares | 77.29 | 77.29 | 0.00 |
Bonds | 22.43 | 22.43 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.19 | 17.42 |
Price to Book | 4.78 | 2.67 |
Price to Sales | 3.01 | 1.81 |
Price to Cash Flow | 16.02 | 10.90 |
Dividend Yield | 1.52 | 2.10 |
5 Years Earnings Growth | 9.62 | 11.23 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.95 | 20.46 |
Financial Services | 15.96 | 15.27 |
Healthcare | 13.46 | 12.59 |
Communication Services | 11.98 | 7.14 |
Industrials | 11.60 | 11.80 |
Consumer Defensive | 9.33 | 6.73 |
Consumer Cyclical | 6.10 | 9.99 |
Energy | 4.35 | 5.81 |
Basic Materials | 1.53 | 4.00 |
Utilities | 0.74 | 2.95 |
Number of long holdings: 127
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.10 | 446.95 | -1.30% | |
Alphabet C | US02079K1079 | 6.66 | 183.42 | -1.84% | |
Apple | US0378331005 | 5.59 | 210.61 | -1.63% | |
Costco | US22160K1051 | 3.74 | 849.99 | -0.07% | |
Accenture | IE00B4BNMY34 | 3.05 | 303.41 | +0.07% | |
JPMorgan | US46625H1005 | 2.79 | 202.26 | +1.55% | |
ADP | US0530151036 | 2.77 | 238.69 | +0.59% | |
Visa A | US92826C8394 | 2.73 | 262.47 | -1.55% | |
United States Treasury Bonds 4.5% | - | 2.68 | - | - | |
United States Treasury Notes 3.875% | - | 2.32 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Boston Trust Small Cap | 1.31B | 2.71 | 4.52 | 9.41 | ||
Boston Trust SMID Cap Fund | 775.39M | 2.04 | 4.52 | 9.79 | ||
Walden Equity | 271.99M | 3.17 | 9.66 | 11.15 | ||
Walden SMID Cap Fund | 251.8M | 2.03 | 4.53 | 9.60 | ||
Boston Trust Midcap Fund | 238.37M | 3.48 | 5.12 | 9.90 |
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