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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 | 17.39 |
Price to Book | 4.78 | 2.67 |
Price to Sales | 3.01 | 1.81 |
Price to Cash Flow | 16.02 | 10.89 |
Dividend Yield | 1.52 | 2.10 |
5 Years Earnings Growth | 9.62 | 11.24 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.95 | 20.48 |
Financial Services | 15.96 | 15.27 |
Healthcare | 13.46 | 12.57 |
Communication Services | 11.98 | 7.12 |
Industrials | 11.60 | 11.78 |
Consumer Defensive | 9.33 | 6.76 |
Consumer Cyclical | 6.10 | 10.03 |
Energy | 4.35 | 5.78 |
Basic Materials | 1.53 | 3.99 |
Utilities | 0.74 | 2.95 |
Number of long holdings: 127
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.10 | 452.86 | +0.00% | |
Alphabet C | US02079K1079 | 6.66 | 185.17 | -0.91% | |
Apple | US0378331005 | 5.59 | 214.40 | +0.14% | |
Costco | US22160K1051 | 3.74 | 852.11 | +0.18% | |
Accenture | IE00B4BNMY34 | 3.05 | 303.20 | +0.00% | |
JPMorgan | US46625H1005 | 2.79 | 201.81 | +1.33% | |
ADP | US0530151036 | 2.77 | 240.13 | +1.19% | |
Visa A | US92826C8394 | 2.73 | 266.62 | +0.01% | |
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 | 1.3B | 2.71 | 4.52 | 9.41 | ||
Boston Trust SMID Cap Fund | 770.89M | 2.04 | 4.52 | 9.79 | ||
Walden Equity | 273.96M | 3.17 | 9.66 | 11.15 | ||
Walden SMID Cap Fund | 248.54M | 2.03 | 4.53 | 9.60 | ||
Boston Trust Midcap Fund | 236.71M | 3.48 | 5.12 | 9.90 |
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