Fund HoldingsBoston Trust Walden Corp

Total Portfolio Value
$12.19B
Total Bought
$845.36M
Total Sold
$658.00M
Net Transaction
+$187.36M
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
MICROSOFT CORP(MSFT)1,442,9081,391,229-51,679415,990473,7693.89%+57,779
APPLE INC(AAPL)2,300,3312,242,714-57,617379,325435,0193.57%+55,695
CORE LABORATORIES INC02,198,608+2,198,608051,1180.42%+51,118
QUALYS INC(QLYS)408,499761,576+353,07753,11398,3730.81%+45,260
JONES LANG LASALLE INC(JLL)346,289575,639+229,35050,38289,6850.74%+39,303
SPROUTS FARMERS MARKET INC(SFM)0954,748+954,748035,0680.29%+35,068
PLEXUS CORP(PLXS)0288,346+288,346028,3270.23%+28,327
HUBBELL INC(HUBB)369,765350,646-19,11989,968116,2600.95%+26,293
MEDPACE HOLDINGS INC(MEDP)562,635549,907-12,728105,804132,0711.08%+26,268
EXLSERVICE HOLDINGS INC(EXLS)315,266486,449+171,18351,01973,4830.60%+22,463
ALPHABET INC-CL C(GOOG)1,343,4391,334,624-8,815139,718161,4491.32%+21,732
TOPBUILD CORP(BLD)304,238319,014+14,77663,32484,8640.70%+21,540
ALPHABET INC-A(GOOG)1,612,8641,560,154-52,710167,302186,7501.53%+19,448
WATERS CORP(WAT)398,101529,984+131,883123,264141,2621.16%+17,998
JPMORGAN CHASE & CO(JPM)1,255,4511,245,153-10,298163,598181,0951.49%+17,497
SNAP ON INC(SNA)0190,085+190,085054,7810.45%+54,781
NORTHERN TRUST CORPORATION(NTRS)906,5171,306,562+400,04579,89196,8690.79%+16,977
ACCENTURE PLC-CL A
SHS CLASS A
639,572642,127+2,555182,796198,1481.63%+15,351
ADOBE INC(ADBE)129,596130,639+1,04349,94263,8810.52%+13,939
JOHNSON & JOHNSON(JNJ)995,6451,015,564+19,919154,325168,0961.38%+13,771
TERADATA CORP DEL COM(TDC)1,370,0301,290,332-79,69855,18568,9170.57%+13,732
INTERDIGITAL INC(IDCC)644,966620,754-24,21247,01859,9340.49%+12,916
COMCAST CORP NEW CL A(CCZ)2,814,3672,877,294+62,927106,693119,5520.98%+12,859
CHOICE HOTELS INTL INC(CHH)831,964937,729+105,76597,498110,2020.90%+12,704
AUTOMATIC DATA PROCESSING489,042547,626+58,584108,875120,3630.99%+11,487
MASCO CORP COM(MAS)1,288,7981,316,077+27,27964,07975,5160.62%+11,437
CUBESMART(CUBE)0703,951+703,951031,4380.26%+31,438
LOWES COS INC(LOW)341,608351,656+10,04868,31179,3690.65%+11,057
ORACLE CORP(ORCL)469,390456,112-13,27843,61654,3180.45%+10,703
HANOVER INSURANCE GROUP INC(THG)0341,093+341,093038,5540.32%+38,554
STAG INDUSTRIAL INC(STAG)2,633,3122,760,139+126,82789,05999,0340.81%+9,975
POWER INTEGRATIONS INC(POWI)718,660739,878+21,21860,82770,0440.57%+9,217
AVERY DENNISON CORP243,348306,904+63,55643,54252,7260.43%+9,184
COSTCO WHOLESALE CORP(COST)295,114289,313-5,801146,633155,7601.28%+9,127
NORDSON CORPORATION(NDSN)199,023212,203+13,18044,23552,6650.43%+8,430
TELEFLEX INCORPORATED(TFX)0193,039+193,039046,7210.38%+46,721
BROADRIDGE FINANCIAL SOLUTIO(BR)0281,148+281,148046,5670.38%+46,567
NETAPP INC(NTAP)0491,143+491,143037,5230.31%+37,523
EXPEDITORS INTL WASH INC(EXPD)411,055438,829+27,77445,26553,1550.44%+7,890
CARTER INC(CRI)992,2871,090,626+98,33971,36579,1790.65%+7,814
U.S. PHYSICAL THERAPY INC(USPH)548,095505,108-42,98753,66461,3150.50%+7,651
ANALOG DEVICES INC(ADI)327,375366,195+38,82064,56571,3380.59%+6,774
MERCK & CO INC NEW(MRK)753,223751,953-1,27080,13586,7680.71%+6,632
ZEBRA TECHNOLOGIES CORP CL A(ZBRA)0152,651+152,651045,1590.37%+45,159
STRYKER CORP(SYK)440,948433,736-7,212125,877132,3291.09%+6,451
APPLIED MATERIALS, INC.0281,114+281,114040,6320.33%+40,632
CHEMED CORP(CHE)198,464208,369+9,905106,724112,8670.93%+6,143
BECTON DICKINSON AND CO(BDX)406,070403,284-2,786100,519106,4710.87%+5,952
FACTSET RESH SYS INC(FDS)212,678235,115+22,43788,28194,1990.77%+5,918
LITTELFUSE INC(LFUS)181,852187,461+5,60948,75354,6090.45%+5,857
MSC INDUSTRIAL DIRECT CO-A(MSM)0420,736+420,736040,0880.33%+40,088
CACTUS INC CL A(WHD)1,873,9571,961,895+87,93877,26383,0270.68%+5,764
TEXAS ROADHOUSE INC(TXRH)600,148627,646+27,49864,85270,4720.58%+5,620
STERIS PLC(STE)243,622231,846-11,77646,60052,1610.43%+5,561
AIR PRODUCTS & CHEMICALS INC340,154344,723+4,56997,696103,2550.85%+5,559
FRANKLIN ELECTRIC CO INC(FELE)455,468470,229+14,76142,86048,3870.40%+5,527
JACK HENRY & ASSOCIATES INC(JKHY)0194,245+194,245032,5030.27%+32,503
AKAMAI TECHNOLOGIES INC(AKAM)0309,905+309,905027,8510.23%+27,851
VISA INC(V)680,151667,358-12,793153,347158,4841.30%+5,137
SMITH (A.O.) CORP(AOS)658,769695,584+36,81545,55450,6250.42%+5,071
WW GRAINGER INC(GWW)80,46776,557-3,91055,42660,3720.50%+4,946
WATTS WATER TECHNOLOGIES-A(WTS)0247,937+247,937045,5530.37%+45,553
TE CONNECTIVITY LTD(TEL)355,347367,478+12,13146,60451,5060.42%+4,902
MARSH MCLENNAN COS INC(MRSH)279,870273,714-6,15646,61251,4800.42%+4,868
CHARLES RIVER LABORATORIES INT(CRL)0190,028+190,028039,9530.33%+39,953
SEI INVESTMENTS COMPANY(SEIC)1,256,6031,291,152+34,54972,31876,9780.63%+4,661
ICU MEDICAL INC(ICUI)0251,782+251,782044,8650.37%+44,865
AMDOCS LTD ORD(DOX)474,929507,234+32,30545,60750,1400.41%+4,533
CBOE HOLDINGS INC(CBOE)366,431388,278+21,84749,19053,5860.44%+4,397
SELECTIVE INS GROUP INC(SIGI)832,793872,419+39,62679,39083,7090.69%+4,318
INTERPUBLIC GROUP OF COS INC01,112,590+1,112,590042,9240.35%+42,924
RPM INTERNATIONAL INC(RPM)0473,850+473,850042,5190.35%+42,519
EVERCORE PARTNERS INC-CL A(EVR)0281,865+281,865034,8360.29%+34,836
HAEMONETICS CORP/MASS(HAE)648,907668,860+19,95353,69756,9470.47%+3,250
GLOBUS MEDICAL INC-A(GMED)0701,268+701,268041,7530.34%+41,753
WILLIAMS-SONOMA INC(WSM)0264,231+264,231033,0660.27%+33,066
HELMERICH & PAYNE INC(HP)2,134,6052,235,284+100,67976,31279,2410.65%+2,929
F5 INC(FFIV)0301,131+301,131044,0430.36%+44,043
UNITED HEALTH GROUP INC(UNH)302,346303,257+911142,886145,7571.20%+2,872
EVERSOURCE ENERGY(ES)787,600909,552+121,95261,63864,5050.53%+2,868
BERKSHIRE HATHAWAY INC DEL CL086,615+86,615029,5360.24%+29,536
UNION PACIFIC CORP(UNP)622,032625,755+3,723125,190128,0421.05%+2,852
CORCEPT THERAPEUTICS INC(CORT)01,996,357+1,996,357044,4190.36%+44,419
AMERICAN EXPRESS CO(AXP)0224,104+224,104039,0390.32%+39,039
ATMOS ENERGY CORP(ATO)0246,991+246,991028,7350.24%+28,735
HENRY SCHEIN INC(HSIC)568,661604,862+36,20146,36949,0540.40%+2,686
ROSS STORES INC(ROST)872,534848,926-23,60892,60295,1900.78%+2,588
TRIMBLE NAVIGATION LTD(TRMB)0660,951+660,951034,9910.29%+34,991
PEPSICO INC(PEP)679,948681,750+1,802123,955126,2741.04%+2,319
CORVEL CORP(CRVL)252,334260,073+7,73948,01450,3240.41%+2,310
COGNIZANT TECHNOLOGY SOLUTIONS(CTSH)0116,669+116,66907,6160.06%+7,616
LAMAR ADVERTISING CO-A(LAMR)0387,056+387,056038,4150.32%+38,415
AMETEK INC NEW069,200+69,200011,2020.09%+11,202
BROWN & BROWN INC COM(BRO)0131,133+131,13309,0270.07%+9,027
UMB FINANCIAL CORP(UMBF)736,431728,541-7,89042,50744,3680.36%+1,861
AVALONBAY COMMUNITIES INC069,505+69,505013,1550.11%+13,155
BAKER HUGHES COMPANY CL A(BKR)0582,840+582,840018,4240.15%+18,424
ULTA SALON COSMETIC & FRAGRANC(ULTA)020,262+20,26209,5350.08%+9,535
EDWARDS LIFESCIENCES CORP0152,615+152,615014,3960.12%+14,396
CHUBB LTD
COM
471,413484,068+12,65591,53993,2120.76%+1,673
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