Boston Trust Walden Balanced (WSBFX)

WSBFX Holdings List

As of Jul 31, 2025

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No.	Symbol	Name	% Weight	Shares
1	MSFT	Microsoft Corporation	8.84%	25,000
2	T.3.875 08.15.33	United States Treasury Notes 3.875%	6.95%	10,750,000
3	T.3.875 05.15.43	United States Treasury Bonds 3.875%	5.02%	8,575,000
4	AAPL	Apple Inc.	4.99%	36,265
5	GOOG	Alphabet Inc.	4.96%	38,800
6	T.2.75 08.15.32	United States Treasury Notes 2.75%	4.38%	7,220,000
7	JPM	JPMorgan Chase & Co.	3.47%	17,685
8	V	Visa Inc.	3.21%	14,025
9	TII.1.875 07.15.34	United States Treasury Notes 1.875%	2.71%	4,000,000
10	SYK	Stryker Corporation	2.41%	9,250
11	COST	Costco Wholesale Corporation	2.24%	3,600
12	GOOGL	Alphabet Inc.	2.16%	17,000
13	NVDA	NVIDIA Corporation	2.13%	18,030
14	HUBB	Hubbell Incorporated	2.03%	7,000
15	AZO	AutoZone, Inc.	1.95%	780
16	ACN	Accenture plc	1.86%	10,500
17	CB	Chubb Limited	1.67%	9,500
18	CSCO	Cisco Systems, Inc.	1.60%	35,515
19	AMAT	Applied Materials, Inc.	1.51%	12,630
20	COP	ConocoPhillips	1.43%	22,625
21	DE	Deere & Company	1.39%	4,000
22	ADP	Automatic Data Processing, Inc.	1.37%	6,695
23	PEP	PepsiCo, Inc.	1.28%	13,995
24	ROST	Ross Stores, Inc.	1.18%	13,000
25	UNP	Union Pacific Corporation	1.14%	7,750

Showing 25 of 105 holdings

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Asset Allocation

Asset Class	% Weight
Stocks	68.76%
Bond	30.51%
Cash	0.73%

Sector Breakdown

Sector	% Weight
Other	34.04%
Technology	18.25%
Health Care	11.36%
Financials	8.77%
Industrials	7.67%
Consumer Discretionary	6.28%
Energy	4.94%
Consumer Staples	3.99%
Communication Services	2.84%
Materials	1.86%

Country Breakdown

Sector	% Weight
United States	96.73%
Ireland	1.92%
Switzerland	1.35%