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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.55 | 0.55 | 0.00 |
Stocks | 99.45 | 99.45 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.01 | 19.69 |
Price to Book | 4.73 | 3.70 |
Price to Sales | 3.00 | 2.36 |
Price to Cash Flow | 15.72 | 13.53 |
Dividend Yield | 1.50 | 1.61 |
5 Years Earnings Growth | 9.42 | 11.59 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.42 | 26.58 |
Healthcare | 15.73 | 13.62 |
Financial Services | 14.86 | 14.24 |
Industrials | 11.87 | 10.15 |
Communication Services | 10.56 | 8.26 |
Consumer Defensive | 8.81 | 6.50 |
Consumer Cyclical | 6.28 | 10.16 |
Energy | 4.74 | 4.48 |
Basic Materials | 1.69 | 2.72 |
Utilities | 1.04 | 2.52 |
Number of long holdings: 79
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 9.02 | 456.73 | +2.19% | |
Alphabet C | US02079K1079 | 7.41 | 184.49 | +0.58% | |
Apple | US0378331005 | 6.62 | 216.73 | +2.90% | |
Costco | US22160K1051 | 4.21 | 845.67 | -0.51% | |
JPMorgan | US46625H1005 | 3.65 | 205.45 | +1.58% | |
Visa A | US92826C8394 | 3.25 | 263.24 | +0.29% | |
Accenture | IE00B4BNMY34 | 3.01 | 302.55 | -0.28% | |
WW Grainger | US3848021040 | 2.55 | 896.19 | -0.67% | |
Exxon Mobil | US30231G1022 | 2.50 | 114.96 | -0.14% | |
UnitedHealth | US91324P1021 | 2.15 | 494.65 | -2.87% |
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 | ||
Boston Trust Asset Management | 581.32M | 4.28 | 4.32 | 8.34 | ||
Walden Equity | 271.99M | 3.17 | 9.66 | 11.15 | ||
Walden SMID Cap Fund | 251.8M | 2.03 | 4.53 | 9.60 |
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