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Boston Trust Asset Management Fund (BTBFX)

US Funds

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60.76 +0.39 +0.65%

19/03 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 544.53M

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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	1.04	1.04
Shares	77.69	77.69
Bonds	21.26	21.26

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	22.40	17.75
Price to Book	4.60	2.81
Price to Sales	3.23	1.97
Price to Cash Flow	16.98	11.38
Dividend Yield	1.60	2.04
5 Years Earnings Growth	7.79	10.89

Sector Allocation

Name	Net %	Category Average
Technology	30.11	21.56
Financial Services	18.07	15.74
Healthcare	13.52	11.54
Communication Services	9.69	7.51
Consumer Defensive	8.24	6.65
Industrials	8.19	11.30
Consumer Cyclical	5.95	10.28
Energy	3.46	5.32
Basic Materials	1.90	3.67
Utilities	0.89	3.20

Region Allocation

North America
Europe Developed

Developed Markets

Top Holdings

Number of long holdings: 125

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	7.03	387.39	-0.11%
Alphabet C	US02079K1079	5.15	164.70	-0.95%
Apple	US0378331005	4.89	213.98	-0.59%
Accenture	IE00B4BNMY34	4.12	301.77	-7.00%
JPMorgan	US46625H1005	3.46	240.15	+0.43%
ADP	US0530151036	3.40	298.22	-0.19%
Costco	US22160K1051	3.04	899.00	-0.56%
Visa A	US92826C8394	2.80	340.48	+0.18%
United States Treasury Bonds 4.5%	-	2.64	-	-
United States Treasury Notes 3.875%	-	2.31	-	-

Top Equity Funds by Boston Trust Walden Funds

Name	Total Assets	YTD%	3Y%	10Y%
Boston Trust Small Cap	1.34B	-0.50	5.99	9.48
Boston Trust SMID Cap Fund	800.32M	0.76	5.80	9.58
Walden SMID Cap Fund	303.53M	0.65	6.18	9.44
Boston Trust Midcap Fund	241.77M	17.45	8.39	10.39
Walden Equity	246.62M	0.76	6.75	10.69

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