Boston Trust Walden Balanced Fund (WSBFX) is a Allocation--70% to 85% Equity fund with $148.74 Million in assets. The fund allocates 47.96% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.
The largest holding in the fund is Microsoft Corp. COM USD0.00000625 at 8.27% of total assets. This is followed by T 3.875 08/15/33 (6.81%) and T 2.75 08/15/32 (3.58%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| Microsoft Corp. COM USD0.00000625 | 8.27% | - | - |
| T 3.875 08/15/33 | 6.81% | - | - |
| T 2.75 08/15/32 | 3.58% | - | - |
| Alphabet Inc. CAP USD0.001 CL C | 5.72% | - | - |
| Apple Inc. COM USD0.00001 | 5.89% | - | - |
| T 3.875 05/15/43 | 5.72% | - | - |
| Visa Inc COM STK USD0.0001 | 3.06% | - | - |
| TII 0.125 01/15/32 | 2.96% | - | - |
| JPMorgan Chase Co. COM USD1.00 | 3.56% | - | - |
| ConocoPhillips Co. COM USD0.01 | 2.39% | - | - |
| Accenture PLC CLS'A'USD0.0000225 | 2.37% | - | - |
| TII 1.875 07/15/34 | 2.67% | - | - |
| Alphabet Inc. CAP STK USD0.001 CL A | 2.64% | - | - |