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Boston Trust Asset Management Fund (BTBFX)

US Funds

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64.52 +0.36 +0.56%

13/08 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 558.5M

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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	1.71	1.71
Shares	74.57	74.57
Bonds	23.71	23.71

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	23.65	18.08
Price to Book	4.67	2.87
Price to Sales	3.58	2.00
Price to Cash Flow	17.04	11.23
Dividend Yield	1.48	1.97
5 Years Earnings Growth	7.57	10.84

Sector Allocation

Name	Net %	Category Average
Technology	31.18	21.84
Financial Services	18.08	15.49
Healthcare	11.25	11.83
Communication Services	9.42	7.73
Consumer Cyclical	8.29	10.25
Consumer Defensive	7.47	6.76
Industrials	7.43	11.32
Energy	3.15	5.36
Utilities	2.00	3.17
Basic Materials	1.74	3.56

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	8.06	522.48	+0.36%
Apple	US0378331005	4.43	232.78	-0.24%
JPMorgan	US46625H1005	3.91	294.16	+1.25%
ADP	US0530151036	3.61	301.68	-1.07%
Alphabet C	US02079K1079	3.19	203.82	+0.39%
Visa A	US92826C8394	3.04	345.49	+0.86%
United States Treasury Bonds 4.5%	-	2.82	-	-
Accenture	IE00B4BNMY34	2.80	246.16	+0.20%
United States Treasury Notes 3.875%	-	2.48	-	-
Amazon.com	US0231351067	2.37	230.98	+2.86%

Top Equity Funds by Boston Trust Walden Funds

Name	Total Assets	YTD%	3Y%	10Y%
Boston Trust Small Cap	1.3B	-4.94	4.99	9.20
Boston Trust SMID Cap Fund	767.88M	-0.76	6.46	9.43
Walden SMID Cap Fund	339.63M	-1.18	7.10	9.28
Boston Trust Midcap Fund	240.73M	-1.19	4.90	9.19
Walden Equity	235.72M	-6.52	5.77	9.99

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