Fund Holdings — Boston Trust Walden Corp

Total Portfolio Value
$14.25B
Total Bought
$886.53M
Total Sold
$1.01B
Net Transaction
-$122.49M
Filing Period:
Securities
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SharesValue ($K)
Q3 2024
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Q4 2024
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Change
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Q3 2024
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Q4 2024
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Weight (%)
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Change
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SYSCO CORP(SYY)287,760804,345+516,58522,46361,5000.43%+39,038
SIMPLY GOOD FOODS CO(SMPL)2,308,6113,031,574+722,96380,270118,1710.83%+37,900
STERIS PLC(STE)44,912224,741+179,82910,89346,1980.32%+35,305
GRAPHIC PACKAGING HLDG CO(GPK)01,256,679+1,256,679034,1310.24%+34,131
CULLEN/FROST BANKERS INC(CFR)958,0381,052,290+94,252107,166141,2700.99%+34,104
ALPHABET INC-A(GOOG)1,402,5051,388,156-14,349232,605262,7781.84%+30,172
QUALYS INC(QLYS)926,0931,049,623+123,530118,966147,1781.03%+28,212
BLACKROCK, INC.(BLK)027,102+27,102027,7830.19%+27,783
JPMORGAN CHASE & CO(JPM)1,041,0031,027,602-13,401219,506246,3261.73%+26,821
UFP TECHNOLOGIES INC(UFPT)0107,950+107,950026,3950.19%+26,395
ORACLE CORP(ORCL)400,487564,030+163,54368,24393,9900.66%+25,747
BLOCK H & R INC0483,572+483,572025,5520.18%+25,552
VISA INC(V)681,238669,916-11,322187,306211,7201.49%+24,414
PRESTIGE CONSMR HEALTHCARE INC(PBH)579,538831,627+252,08941,78564,9420.46%+23,157
AMAZON.COM INC(AMZN)29,887112,566+82,6795,56924,6960.17%+19,127
SEI INVESTMENTS COMPANY(SEIC)1,286,3091,306,329+20,02089,000107,7460.76%+18,746
LULULEMON ATHLETICA INC(LULU)131,276141,267+9,99135,62254,0220.38%+18,400
COMMERCE BANCSHARES INC(CBSH)1,249,0281,468,854+219,82674,19291,5240.64%+17,332
CHECK POINT SOFTWARE TECH LTOR
ORD
383,895487,283+103,38874,01990,9760.64%+16,957
PAYCOM SOFTWARE INC(PAYC)348,100359,695+11,59557,98373,7270.52%+15,744
INTERNATIONAL BANCSHARES CRP(IBOC)1,267,8491,412,533+144,68475,80589,2160.63%+13,411
NORTHERN TRUST CORPORATION(NTRS)914,492928,854+14,36282,33295,2080.67%+12,876
CHOICE HOTELS INTL INC(CHH)940,096949,586+9,490122,495134,8220.95%+12,328
SNAP ON INC(SNA)204,252210,537+6,28559,17471,4730.50%+12,300
WILLIAMS-SONOMA INC(WSM)442,815433,338-9,47768,60180,2450.56%+11,645
BOOKING HLDGS INC(BKNG)10,54911,221+67244,43455,7510.39%+11,317
EDWARDS LIFESCIENCES CORP149,743282,372+132,6299,88220,9040.15%+11,022
ALPHABET INC-CL C(GOOG)1,264,7391,167,054-97,685211,452222,2541.56%+10,802
AMPHASTAR PHARMACEUTICALS INC(AMPH)539,639978,920+439,28126,18936,3470.26%+10,159
CISCO SYSTEMS INC(CSCO)1,758,2981,752,000-6,29893,577103,7180.73%+10,142
NVIDIA CORP(NVDA)525,822545,932+20,11063,85673,3130.51%+9,457
ISHARES DJ RUSSELL 2000 TR ETF6,32248,440+42,1181,39610,7030.08%+9,307
APPLE INC(AAPL)1,955,4021,856,306-99,096455,609464,8563.26%+9,247
BJ'S WHOLESALE CLUB HOLDINGS(BJ)963,079990,094+27,01579,43588,4650.62%+9,030
FACTSET RESH SYS INC(FDS)296,329301,614+5,285136,267144,8591.02%+8,592
CINCINNATI FINANCIAL CORP(CINF)777,588795,780+18,192105,845114,3540.80%+8,508
MATADOR RESOURCES CO(MTDR)1,047,9111,069,360+21,44951,78860,1620.42%+8,374
LANCASTER COLONY CORP(MZTI)253,234305,264+52,03044,71452,8530.37%+8,140
SELECTIVE INS GROUP INC(SIGI)970,9801,055,321+84,34190,59298,6940.69%+8,101
VEEVA SYSTEMS INC-CLASS A(VEEV)037,880+37,88007,9640.06%+7,964
F5 INC(FFIV)187,479194,820+7,34141,28348,9910.34%+7,709
EXLSERVICE HOLDINGS INC(EXLS)3,345,8063,036,316-309,490127,642134,7520.95%+7,109
CSG SYSTEMS INTL INC977,2681,065,484+88,21647,54454,4570.38%+6,913
AUTOMATIC DATA PROCESSING525,612520,172-5,440145,453152,2701.07%+6,817
ATKORE INC188,355272,939+84,58415,96122,7770.16%+6,816
PLEXUS CORP(PLXS)391,238384,284-6,95453,48660,1330.42%+6,647
HAEMONETICS CORP/MASS(HAE)809,608915,722+106,11465,07671,5000.50%+6,423
AMERICAN FINANCIAL GROUP INC427,299462,399+35,10057,51463,3160.44%+5,802
EAST WEST BANCORP INC(EWBC)469,327463,087-6,24038,83244,3450.31%+5,513
META PLATFORMS INC(META)56,21664,040+7,82432,18037,4960.26%+5,316
AMERICAN EXPRESS CO(AXP)220,639218,681-1,95859,83764,9020.46%+5,065
LANDSTAR SYSTEM INC(LSTR)229,208277,520+48,31243,29147,6950.33%+4,404
AXCELIS TECHNOLOGIES INC506,427820,116+313,68953,09957,3020.40%+4,203
CAVCO INDUSTRIES INC(CVCO)193,281193,895+61482,77186,5220.61%+3,751
IDACORP INC(IDA)563,332564,184+85258,07461,6540.43%+3,580
MAGNOLIA OIL & GAS CORP(MGY)2,823,1263,090,587+267,46168,94172,2580.51%+3,317
AUTOZONE INC(AZO)29,09129,560+46991,63894,6510.66%+3,013
RPM INTERNATIONAL INC(RPM)493,999509,601+15,60259,77462,7120.44%+2,938
HALOZYME THERAPEUTICS INC(HALO)682,616874,081+191,46539,07341,7900.29%+2,717
SERVICE CORP INTERNATIONAL(SCI)585,764612,944+27,18046,23448,9250.34%+2,691
CATHAY GENRAL BANCORP(CATY)690,242677,093-13,14929,64632,2360.23%+2,591
QUEST DIAGNOSTICS INC(DGX)54,49572,930+18,4358,46011,0020.08%+2,542
GENUINE PARTS CO(GPC)282,602359,823+77,22139,47442,0130.29%+2,539
DOLBY LABORATORIES INC-CL A(DLB)1,075,0761,084,700+9,62482,27684,7150.59%+2,440
TEXAS ROADHOUSE INC(TXRH)214,145222,519+8,37437,81840,1490.28%+2,331
INDEPENDENT BANK CORP/MA619,313606,743-12,57036,62038,9470.27%+2,327
VANGUARD MID-CAP ETF7,70516,475+8,7702,0334,3520.03%+2,319
BAKER HUGHES COMPANY CL A(BKR)435,280435,965+68515,73517,8830.13%+2,148
MSC INDUSTRIAL DIRECT CO-A(MSM)512,838618,103+105,26544,13546,1660.32%+2,031
VANGUARD S&P 500 ETF20,67523,932+3,25710,91012,8950.09%+1,985
ATMOS ENERGY CORP(ATO)356,721369,532+12,81149,48151,4650.36%+1,984
CLOROX COMPANY(CLX)273,908284,821+10,91344,62246,2580.32%+1,635
UMB FINANCIAL CORP(UMBF)272,562267,950-4,61228,64930,2410.21%+1,592
ESSENTIAL UTILS INC(WTRG)1,962,6922,126,907+164,21575,70177,2490.54%+1,548
HANOVER INSURANCE GROUP INC(THG)356,693351,597-5,09652,83054,3780.38%+1,548
MEDPACE HOLDINGS INC(MEDP)129,655134,575+4,92043,27944,7100.31%+1,431
BROADCOM LTD(AVGO)24,43024,305-1254,2145,6350.04%+1,421
VALMONT INDUSTRIES(VMI)123,022120,858-2,16435,67037,0640.26%+1,393
VANGUARD EXTENDED MARKET ETF07,205+7,20501,3690.01%+1,369
HELMERICH & PAYNE INC(HP)1,351,4391,323,619-27,82041,11142,3820.30%+1,272
COLUMBIA SPORTSWEAR CO(COLM)1,280,9261,284,140+3,214106,560107,7780.76%+1,218
DEERE & CO(DE)250,112249,221-891104,379105,5950.74%+1,216
JACK HENRY & ASSOCIATES INC(JKHY)211,414219,547+8,13337,32338,4870.27%+1,164
ULTA SALON COSMETIC & FRAGRANC(ULTA)25,19625,073-1239,80410,9050.08%+1,101
PAYCHEX INC(PAYX)165,604165,758+15422,22223,2430.16%+1,020
U.S. PHYSICAL THERAPY INC(USPH)531,813518,675-13,13845,00746,0120.32%+1,004
EMERSON ELECTRIC CO(EMR)62,79262,558-2346,8687,7530.05%+885
NETFLIX INC(NFLX)0912+91208130.01%+813
CORVEL CORP(CRVL)232,515690,053+457,53876,00776,7750.54%+768
ISHARES CORE S&P SMALLCAP ETF3,1078,627+5,5203639940.01%+631
IDEX CORP COM(IEX)223,464232,014+8,55047,93348,5580.34%+625
AMETEK INC NEW68,17068,265+9511,70512,3050.09%+600
PNC FINANCIAL SERVICES GROUP(PNC)87,99787,222-77516,26616,8210.12%+555
QUALCOMM INC(QCOM)258,631289,531+30,90043,98044,4780.31%+498
M & T BANK CORP(MTB)48,75948,833+748,6859,1810.06%+496
TESLA MOTORS INC(TSLA)3,4483,44809021,3920.01%+490
ROCKWELL AUTOMATION INC.(ROK)28,32828,111-2177,6058,0340.06%+429
CME GROUP INC.(CME)15,63416,569+9353,4503,8480.03%+398
BROADRIDGE FINANCIAL SOLUTIO(BR)33,43133,425-67,1897,5570.05%+368
AMDOCS LTD ORD(DOX)620,709641,863+21,15454,30054,6480.38%+349
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Boston Trust Walden Corp — 13F Holdings — Q4 2024 | TickerTrail