Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.86 | 0.86 | 0.00 |
Stocks | 99.14 | 99.14 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.13 | 20.20 |
Price to Book | 5.04 | 3.96 |
Price to Sales | 3.67 | 2.61 |
Price to Cash Flow | 16.21 | 14.34 |
Dividend Yield | 1.55 | 1.54 |
5 Years Earnings Growth | 8.87 | 11.83 |
Name | Net % | Category Average |
---|---|---|
Technology | 33.30 | 28.33 |
Healthcare | 14.94 | 12.75 |
Financial Services | 14.76 | 14.26 |
Communication Services | 9.24 | 8.22 |
Industrials | 9.21 | 9.79 |
Consumer Cyclical | 8.38 | 10.26 |
Consumer Defensive | 4.07 | 6.20 |
Energy | 3.74 | 3.89 |
Basic Materials | 1.47 | 2.50 |
Utilities | 0.88 | 2.83 |
Number of long holdings: 73
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 8.74 | 242.21 | -1.14% | |
Microsoft | US5949181045 | 8.50 | 422.37 | -1.28% | |
Alphabet C | US02079K1079 | 4.51 | 196.71 | -0.63% | |
JPMorgan | US46625H1005 | 4.35 | 243.17 | +0.96% | |
ConocoPhillips | US20825C1045 | 3.71 | 101.67 | +1.68% | |
Accenture | IE00B4BNMY34 | 3.55 | 356.39 | +1.44% | |
Visa A | US92826C8394 | 3.45 | 311.67 | -0.44% | |
UnitedHealth | US91324P1021 | 3.18 | 514.25 | +0.11% | |
Alphabet A | US02079K3059 | 2.85 | 195.49 | -0.70% | |
Chubb | CH0044328745 | 2.50 | 268.76 | +0.54% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Boston Trust Small Cap | 1.42B | 22.31 | 8.91 | 10.91 | ||
Boston Trust SMID Cap Fund | 825.87M | 18.99 | 8.07 | 10.88 | ||
Boston Trust Asset Management | 569.48M | 14.39 | 5.10 | 8.71 | ||
Walden SMID Cap Fund | 303.26M | 18.94 | 7.92 | 10.73 | ||
Boston Trust Midcap Fund | 254.79M | 17.45 | 8.39 | 10.39 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review