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Boston Trust Asset Management Fund (BTBFX)

US Funds

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61.57 -0.12 -0.19%

07/01 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 568.31M

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BTBFX Holdings

Comprehensive information about top holdings and Key Holding Information for the Boston Trust Asset Management (BTBFX) fund. Our Boston Trust Asset Management portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %
Cash	1.14	1.14
Stocks	78.28	78.28
Bonds	20.58	20.58

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	22.24	17.45
Price to Book	4.67	2.76
Price to Sales	3.29	1.94
Price to Cash Flow	17.13	11.35
Dividend Yield	1.58	2.05
5 Years Earnings Growth	9.27	11.42

Sector Allocation

Name	Net %	Category Average
Technology	29.27	21.23
Financial Services	17.35	15.66
Healthcare	12.90	11.93
Communication Services	11.13	7.28
Industrials	8.45	11.60
Consumer Defensive	8.01	6.71
Consumer Cyclical	6.24	9.82
Energy	4.01	5.45
Basic Materials	1.79	3.81
Utilities	0.86	3.23

Region Allocation

North America
Europe Developed

Developed Markets

Top Holdings

Number of long holdings: 129

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	6.84	424.37	+0.47%
Alphabet C	US02079K1079	6.17	196.18	-0.27%
Apple	US0378331005	5.20	242.25	+0.02%
Accenture	IE00B4BNMY34	3.70	358.04	+0.46%
ADP	US0530151036	3.28	290.93	+0.88%
JPMorgan	US46625H1005	3.08	242.44	-0.30%
Costco	US22160K1051	2.88	925.41	+0.44%
Visa A	US92826C8394	2.72	312.89	+0.39%
United States Treasury Bonds 4.5%	-	2.60	-	-
United States Treasury Notes 3.875%	-	2.25	-	-

Top Equity Funds by Boston Trust Walden Funds

Name	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
Walden SMID Cap Fund	303.26M	18.94	7.92	10.73
Walden Equity	267.22M	13.55	6.26	11.13
Boston Trust Midcap Fund	254.79M	17.45	8.39	10.39

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Boston Trust Asse.	61.57	-0.12	-0.19%