BTW

Boston Trust Walden Portfolio holdings

AUM $13.7B
AUM
$13.7B
AUM Growth
-$564M
Cap. Flow
+$35.1M
Cap. Flow %
0.26%
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