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
$8.59B
AUM Growth
+$637M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1 +$17.9M
2 +$17.6M
3 +$16.5M
4
SJM icon
J.M. Smucker
SJM
+$13M
5
KFY icon
Korn Ferry
KFY
+$12.8M

Top Sells

1 +$21.3M
2 +$17.1M
3 +$15.9M
4
IFF icon
International Flavors & Fragrances
IFF
+$15.4M
5
AAPL icon
Apple
AAPL
+$12.7M

Sector Composition

1 Financials 18.08%
2 Technology 16.52%
3 Healthcare 14.61%
4 Industrials 13.96%
5 Consumer Discretionary 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$6.06M 0.07%
99,260
-116
227
$6.01M 0.07%
70,407
-15,020
228
$5.99M 0.07%
134,794
+9,720
229
$5.92M 0.07%
36,946
-7,160
230
$5.62M 0.07%
45,705
-55
231
$5.48M 0.06%
59,982
+3,000
232
$5.16M 0.06%
31,937
+1,797
233
$5.1M 0.06%
58,699
-1,294
234
$4.95M 0.06%
41,344
+1,675
235
$4.94M 0.06%
136,832
+23,407
236
$4.94M 0.06%
37,293
-242
237
$4.77M 0.06%
24,733
-277
238
$4.77M 0.06%
58,815
+2,655
239
$4.72M 0.06%
35,247
+25
240
$4.52M 0.05%
100,316
+2,438
241
$4.5M 0.05%
30,164
+875
242
$4.3M 0.05%
+20,514
243
$4.27M 0.05%
39,455
+1,534
244
$4.17M 0.05%
19,105
-106
245
$4.17M 0.05%
16,184
-66,376
246
$4.05M 0.05%
29,463
-4,231
247
$3.95M 0.05%
58,409
+1,050
248
$3.91M 0.05%
81,327
-5,000
249
$3.69M 0.04%
46,575
250
$3.6M 0.04%
96,915
+95