BTW

Boston Trust Walden Portfolio holdings

AUM $13.6B
1-Year Est. Return 9.11%
This Quarter Est. Return
1 Year Est. Return
+9.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.42B
AUM Growth
+$73.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1 +$23.9M
2 +$16M
3 +$14.9M
4
SBUX icon
Starbucks
SBUX
+$10.3M
5
ATR icon
AptarGroup
ATR
+$8.81M

Top Sells

1 +$22.1M
2 +$15.5M
3 +$14.3M
4
CLC
Clarcor
CLC
+$13.1M
5
WEX icon
WEX
WEX
+$12.8M

Sector Composition

1 Financials 18.4%
2 Healthcare 14.75%
3 Technology 14.75%
4 Industrials 13.71%
5 Consumer Discretionary 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$4.44M 0.07%
55,785
+290
227
$4M 0.06%
50,121
-300
228
$3.79M 0.06%
31,640
+1,738
229
$3.73M 0.06%
29,762
-75
230
$3.67M 0.06%
42,840
-415
231
$3.63M 0.06%
27,544
+3,700
232
$3.51M 0.05%
81,384
+446
233
$3.43M 0.05%
63,450
+700
234
$3.31M 0.05%
83,204
+9,041
235
$3.27M 0.05%
49,059
+1,813
236
$3.24M 0.05%
40,955
-212
237
$3.21M 0.05%
44,000
+2,000
238
$3.2M 0.05%
62,100
-11,900
239
$3.17M 0.05%
42,470
-350
240
$3.1M 0.05%
34,808
-225
241
$3.06M 0.05%
94,435
+1,528
242
$3.02M 0.05%
30,800
243
$2.91M 0.05%
13,461
+7,361
244
$2.83M 0.04%
48,010
+650
245
$2.82M 0.04%
28,275
-200
246
$2.79M 0.04%
33,445
-7,839
247
$2.76M 0.04%
37,300
248
$2.73M 0.04%
18,618
+629
249
$2.71M 0.04%
22,011
-233
250
$2.69M 0.04%
60,514
+29,871