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
$12.5B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$39.8M
2
+$27.2M
3
+$26.9M
4
CARG icon
CarGurus
CARG
+$19.9M
5
PINC
Premier
PINC
+$18.2M

Top Sells

1
+$72.9M
2
+$65.5M
3
+$42.4M
4
INTU icon
Intuit
INTU
+$36.8M
5
INTC icon
Intel
INTC
+$22.9M

Sector Composition

1 Technology 20.57%
2 Financials 16.5%
3 Healthcare 15.15%
4 Industrials 14.48%
5 Consumer Discretionary 10.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.39M 0.06%
18,429
+100
227
$7.1M 0.06%
26,295
-931
228
$6.96M 0.06%
159,080
-7,250
229
$6.9M 0.06%
39,575
+6,355
230
$6.88M 0.06%
41,260
+6,400
231
$6.83M 0.05%
36,198
+8,030
232
$6.45M 0.05%
19,640
+4,400
233
$6.33M 0.05%
28,385
-1,072
234
$6.31M 0.05%
18,221
-200
235
$6.19M 0.05%
86,410
-5,345
236
$6.09M 0.05%
41,415
-2,875
237
$6.08M 0.05%
49,280
-7,743
238
$5.84M 0.05%
40,870
-21,325
239
$5.83M 0.05%
24,288
-445
240
$5.29M 0.04%
89,571
+5,143
241
$5.05M 0.04%
41,100
-100
242
$4.97M 0.04%
46,800
243
$4.96M 0.04%
21,140
+225
244
$4.86M 0.04%
34,680
+225
245
$4.81M 0.04%
54,250
+14,525
246
$4.79M 0.04%
21,529
+17,718
247
$3.67M 0.03%
64,962
-681
248
$3.59M 0.03%
26,518
+32
249
$3.39M 0.03%
7,129
+2,335
250
$3.31M 0.03%
18,103
+225
8 9
10
11 12