BTW

Boston Trust Walden Portfolio holdings

AUM $13.7B
This Quarter Return
-1.45%
1 Year Return
+6.2%
3 Year Return
+28.27%
5 Year Return
+141.68%
10 Year Return
+264.36%
AUM
$13.7B
AUM Growth
-$564M
Cap. Flow
-$126M
Cap. Flow %
-0.92%
Top 10 Hldgs %
17.45%
Holding
389
New
10
Increased
96
Reduced
194
Closed
17

Sector Composition

1Technology22.64%
2Financials16.75%
3Healthcare14.64%
4Industrials13.63%
5Consumer Discretionary9.94%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$444M3.24% 1,182,109
-71,481
-6%
-$26.8M
$401M2.93% 1,804,596
-51,710
-3%
-$11.5M
$249M1.82% 1,013,605
-13,997
-1%
-$3.43M
$227M1.66% 646,946
-22,970
-3%
-$8.05M
$207M1.51% 1,337,747
-50,409
-4%
-$7.8M
$181M1.32% 1,092,003
+6,348
+0.6%
+$1.05M
$176M1.28% 2,621,959
-27,873
-1%
-$1.87M
$169M1.24% 1,084,185
-82,869
-7%
-$12.9M
$169M1.24% 1,139,603
+5,892
+0.5%
+$874K
$166M1.21% 531,922
-80,524
-13%
-$25.1M
$156M1.14% 511,992
-8,180
-2%
-$2.5M
$154M1.13% 294,562
-1,501
-0.5%
-$786K
$152M1.11% 246,351
+4,179
+2%
+$2.57M
$139M1.02% 1,112,477
+60,187
+6%
+$7.54M
$135M0.99% 297,070
-4,544
-2%
-$2.07M
$135M0.99% 446,892
-245
-0.1%
-$74K
$132M0.97% 1,049,813
+190
+0%
+$23.9K
$127M0.93% 2,699,046
-337,270
-11%
-$15.9M
$125M0.92% 945,128
-4,458
-0.5%
-$592K
$125M0.91% 131,659
-17,419
-12%
-$16.5M
$121M0.89% 1,437,977
+58,687
+4%
+$4.95M
$119M0.87% 320,968
-7,252
-2%
-$2.7M
$119M0.87% 804,777
+8,997
+1%
+$1.33M
$117M0.86% 495,557
-3,272
-0.7%
-$773K
$114M0.83% 762,081
-13,554
-2%
-$2.03M