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
$7.68B
AUM Growth
+$340M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1 +$24.3M
2 +$23.9M
3 +$14.7M
4
PKG icon
Packaging Corp of America
PKG
+$12M
5
CMD
Cantel Medical Corporation
CMD
+$11.3M

Top Sells

1 +$25.9M
2 +$21.7M
3 +$16M
4
MTD icon
Mettler-Toledo International
MTD
+$14.4M
5
ATR icon
AptarGroup
ATR
+$12.2M

Sector Composition

1 Financials 18.03%
2 Technology 16.53%
3 Healthcare 15.97%
4 Industrials 13.41%
5 Consumer Discretionary 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$5.48M 0.07%
182,008
-4,969
227
$5.47M 0.07%
128,574
+270
228
$5.34M 0.07%
181,400
-4,893
229
$5.26M 0.07%
35,899
+169
230
$5.25M 0.07%
91,855
+4,479
231
$5.23M 0.07%
98,976
-550
232
$5.22M 0.07%
82,358
-117,024
233
$5.2M 0.07%
211,125
+15,675
234
$5.08M 0.07%
60,367
+118
235
$4.98M 0.06%
42,935
+440
236
$4.88M 0.06%
54,357
+1,150
237
$4.82M 0.06%
35,222
+17
238
$4.74M 0.06%
35,641
+4,846
239
$4.57M 0.06%
115,092
-11,252
240
$4.43M 0.06%
54,885
+3,900
241
$4.38M 0.06%
37,169
+1,200
242
$4.32M 0.06%
32,384
-5
243
$4.28M 0.06%
37,750
+1,120
244
$4.26M 0.06%
89,209
-1,432
245
$4.05M 0.05%
98,511
+215
246
$4.02M 0.05%
19,311
+314
247
$3.96M 0.05%
25,486
-986
248
$3.94M 0.05%
+96,137
249
$3.84M 0.05%
210,680
+29,025
250
$3.8M 0.05%
26,915
+1,950