logo
light
search

WSEFX Holdings List NMFQS:WSEFX

Large Blend | Boston Trust Walden Funds
$37.34
↑ $0.00 (0.00%)
Last Updated: Mar 20, 2026

Boston Trust Walden Equity Fund (WSEFX) - Large Blend fund with $215.00 Million in assets. The fund allocates 53.23% 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 10.51% of total assets. This is followed by Apple Inc. COM USD0.00001 (9.65%) and Alphabet Inc. CAP USD0.001 CL C (7.04%).

WSEFX Holdings

Name Weight Owned Change
Microsoft Corp. COM USD0.00000625 10.51% - -
Apple Inc. COM USD0.00001 9.65% - -
Alphabet Inc. CAP USD0.001 CL C 7.04% - -
ConocoPhillips Co. COM USD0.01 4.23% - -
JPMorgan Chase Co. COM USD1.00 5.22% - -
Alphabet Inc. CAP STK USD0.001 CL A 4.38% - -
Accenture PLC CLS'A'USD0.0000225 2.90% - -
Visa Inc COM STK USD0.0001 3.83% - -
Applied Materials Inc. COM USD0.01 2.51% - -
UnitedHealth Group Inc. COM USD0.01 2.96% - -
ConocoPhillips COM USD0.01 2.69% - -
Johnson Johnson COM USD1.00 2.94% - -
NVIDIA Corp. COM USD0.001 3.45% - -
Chubb Ltd. ORD CHF24.15 2.52% - -

Asset Allocation

Bond 0.00%
Cash 1.04%
Non US Stock 3.45%
Not Classified 0.00%
Other 0.00%
US Stock 95.50%

Market Cap

AverageMarketCap 458596.69%
Giant 48.84%
Large 36.31%
Medium 11.72%
Micro 0.00%
Small 2.10%

Sector Weights

Cash and Equivalents 0.83%
Corporate 0.83%
Derivative 0.83%
Government 0.83%
Municipal 0.83%
Securitized 0.83%
Basic Materials 0.59%
Consumer Cyclical 7.49%
Financial Services 14.44%
Real Estate 0.00%
Consumer Defensive 3.99%
Healthcare 11.05%
Utilities 0.83%
Communication Services 11.83%
Energy 2.07%
Industrials 9.78%
Technology 37.92%

World Regions

Latin America 0.00%
North America 96.51%
Asia Developed 0.00%
Asia Emerging 1.17%
Australasia 0.00%
Japan 0.00%
Africa/Middle East 0.00%
Europe Developed 2.32%
Europe Emerging 0.00%
United Kingdom 0.00%