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
$6.29B
AUM Growth
-$974M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1 +$24.2M
2 +$16.8M
3 +$13M
4
ACC
American Campus Communities, Inc.
ACC
+$12.1M
5
PINC icon
Premier
PINC
+$9.2M

Top Sells

1 +$29.2M
2 +$16.5M
3 +$10.1M
4
HMN icon
Horace Mann Educators
HMN
+$8.41M
5
HAE icon
Haemonetics
HAE
+$6.8M

Sector Composition

1 Financials 18.05%
2 Healthcare 16.64%
3 Technology 15.68%
4 Industrials 13.14%
5 Consumer Staples 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$4.49M 0.07%
176,178
-15,913
227
$4.49M 0.07%
44,563
+6,525
228
$4.39M 0.07%
52,937
-1,270
229
$4.2M 0.07%
101,322
-748
230
$4.19M 0.07%
40,860
+6,240
231
$4.17M 0.07%
28,285
-650
232
$4.04M 0.06%
105,904
+4,112
233
$4.03M 0.06%
51,761
-650
234
$3.99M 0.06%
66,933
-4,527
235
$3.93M 0.06%
58,267
+10,475
236
$3.92M 0.06%
108,614
-58,600
237
$3.79M 0.06%
52,335
-46
238
$3.77M 0.06%
87,715
+6,142
239
$3.66M 0.06%
32,164
-45
240
$3.56M 0.06%
35,715
+1,350
241
$3.53M 0.06%
214,848
-14,581
242
$3.46M 0.06%
31,755
+5,025
243
$3.45M 0.06%
65,850
+23,045
244
$3.43M 0.05%
37,825
+6,050
245
$3.39M 0.05%
31,844
+5,745
246
$3.32M 0.05%
19,298
-246
247
$3.23M 0.05%
86,330
248
$3.19M 0.05%
46,575
-25
249
$3.08M 0.05%
15,848
-2,980
250
$2.99M 0.05%
26,545
+6,175