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
$9.37B
AUM Growth
+$1.34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1 +$44.3M
2 +$28.5M
3 +$25.5M
4
TROW icon
T. Rowe Price
TROW
+$22.1M
5
CRI icon
Carter's
CRI
+$19.5M

Top Sells

1 +$85.8M
2 +$66.5M
3 +$24.5M
4
JNPR
Juniper Networks
JNPR
+$13.7M
5
HST icon
Host Hotels & Resorts
HST
+$13.1M

Sector Composition

1 Technology 19.69%
2 Healthcare 16.31%
3 Industrials 14.81%
4 Financials 14.66%
5 Consumer Discretionary 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$6.02M 0.06%
29,004
-200
227
$6.02M 0.06%
16,549
-370
228
$5.95M 0.06%
197,175
-2,625
229
$5.89M 0.06%
97,782
-93
230
$5.85M 0.06%
39,089
-566
231
$5.49M 0.06%
30,782
-45
232
$5.47M 0.06%
13,295
+200
233
$5.15M 0.06%
32,130
-3,820
234
$4.94M 0.05%
18,743
-13
235
$4.57M 0.05%
33,905
+5,995
236
$4.47M 0.05%
+75,471
237
$4.47M 0.05%
34,255
+525
238
$4.37M 0.05%
27,764
-547
239
$4.32M 0.05%
79,850
-6,374
240
$4.16M 0.04%
19,215
+117
241
$3.99M 0.04%
116,282
-1,716
242
$3.98M 0.04%
121,680
-4,160
243
$3.82M 0.04%
46,575
244
$3.79M 0.04%
34,475
+1,275
245
$3.77M 0.04%
64,119
-1,435
246
$3.65M 0.04%
50,166
+825
247
$3.54M 0.04%
7,087
248
$3.51M 0.04%
83,130
+550
249
$3.19M 0.03%
86,616
-3,539
250
$2.95M 0.03%
16,878
-140