Boston Trust Walden Balanced Fund (WSBFX) - Allocation--70% to 85% Equity fund with $141.44 Million in assets. The fund allocates 44.51% 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 5.02% of total assets. This is followed by T 3.875 08/15/33 (7.33%) and T 2.75 08/15/32 (3.78%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| Microsoft Corp. COM USD0.00000625 | 5.02% | - | - |
| T 3.875 08/15/33 | 7.33% | - | - |
| T 2.75 08/15/32 | 3.78% | - | - |
| Alphabet Inc. CAP USD0.001 CL C | 4.85% | - | - |
| Apple Inc. COM USD0.00001 | 5.91% | - | - |
| T 3.875 05/15/43 | 6.13% | - | - |
| Visa Inc COM STK USD0.0001 | 3.06% | - | - |
| TII 0.125 01/15/32 | 2.96% | - | - |
| JPMorgan Chase Co. COM USD1.00 | 3.08% | - | - |
| ConocoPhillips Co. COM USD0.01 | 2.39% | - | - |
| Accenture PLC CLS'A'USD0.0000225 | 2.37% | - | - |
| TII 1.875 07/15/34 | 2.93% | - | - |
| Alphabet Inc. CAP STK USD0.001 CL A | 3.60% | - | - |
| NVIDIA Corp. COM USD0.001 | 2.83% | - | - |
| Applied Materials Inc. COM USD0.01 | 3.18% | - | - |
| Costco Wholesale Corporation COM USD0.01 | 2.64% | - | - |
| APPLIED MATERIALS INC COM USD0.01 | 6.29% | - | - |
| APPLE INC COM USD0.00001 | 5.47% | - | - |
| MICROSOFT CORP COM USD0.00000625 | 4.82% | - | - |
| ALPHABET INC CAP STK USD0.001 CL A | 4.26% | - | - |
| KLA CORP COM USD0.001 | 3.28% | - | - |
| JP MORGAN CHASE COMPANY COM USD1.00 | 3.26% | - | - |
| NVIDIA CORP COM USD0.001 | 3.09% | - | - |