BTW

Boston Trust Walden Portfolio holdings

AUM $14B
1-Year Return 12.58%
This Quarter Return
+11.22%
1 Year Return
+12.58%
3 Year Return
+52.97%
5 Year Return
+115.22%
10 Year Return
+284.47%
AUM
$12.5B
AUM Growth
+$1.16B
Cap. Flow
+$9.56M
Cap. Flow %
0.08%
Top 10 Hldgs %
19.95%
Holding
403
New
16
Increased
164
Reduced
147
Closed
13

Top Buys

1
PYPL icon
PayPal
PYPL
$39.8M
2
CENTA icon
Central Garden & Pet Class A
CENTA
$27.2M
3
AMAT icon
Applied Materials
AMAT
$26.9M
4
CARG icon
CarGurus
CARG
$19.9M
5
PINC icon
Premier
PINC
$18.2M

Top Sells

1
HRC
HILL-ROM HOLDINGS, INC.
HRC
$72.9M
2
COR
Coresite Realty Corporation
COR
$65.5M
3
JLL icon
Jones Lang LaSalle
JLL
$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 Shares
Change % 		Capital Flow
ANSS
226
DELISTED
Ansys
ANSS
$7.39M 0.06%
18,429
+100
+0.5% +$40.1K
LH icon
227
Labcorp
LH
$23.2B
$7.1M 0.06%
26,295
-931
-3% -$251K
APH icon
228
Amphenol
APH
$135B
$6.96M 0.06%
159,080
-7,250
-4% -$317K
CLX icon
229
Clorox
CLX
$15.5B
$6.9M 0.06%
39,575
+6,355
+19% +$1.11M
AMZN icon
230
Amazon
AMZN
$2.48T
$6.88M 0.06%
41,260
+6,400
+18% +$1.07M
SWK icon
231
Stanley Black & Decker
SWK
$12.1B
$6.83M 0.05%
36,198
+8,030
+29% +$1.51M
TFX icon
232
Teleflex
TFX
$5.78B
$6.45M 0.05%
19,640
+4,400
+29% +$1.45M
ARE icon
233
Alexandria Real Estate Equities
ARE
$14.5B
$6.33M 0.05%
28,385
-1,072
-4% -$239K
LIN icon
234
Linde
LIN
$220B
$6.31M 0.05%
18,221
-200
-1% -$69.3K
O icon
235
Realty Income
O
$54.2B
$6.19M 0.05%
86,410
-5,345
-6% -$383K
AME icon
236
Ametek
AME
$43.3B
$6.09M 0.05%
41,415
-2,875
-6% -$423K
ZBH icon
237
Zimmer Biomet
ZBH
$20.9B
$6.08M 0.05%
49,280
-7,743
-14% -$955K
KMB icon
238
Kimberly-Clark
KMB
$43.1B
$5.84M 0.05%
40,870
-21,325
-34% -$3.05M
AAP icon
239
Advance Auto Parts
AAP
$3.63B
$5.83M 0.05%
24,288
-445
-2% -$107K
PFE icon
240
Pfizer
PFE
$141B
$5.29M 0.04%
89,571
+5,143
+6% +$304K
CNI icon
241
Canadian National Railway
CNI
$60.3B
$5.05M 0.04%
41,100
-100
-0.2% -$12.3K
RY icon
242
Royal Bank of Canada
RY
$204B
$4.97M 0.04%
46,800
– –
ECL icon
243
Ecolab
ECL
$77.6B
$4.96M 0.04%
21,140
+225
+1% +$52.8K
SAP icon
244
SAP
SAP
$313B
$4.86M 0.04%
34,680
+225
+0.7% +$31.5K
CTSH icon
245
Cognizant
CTSH
$35.1B
$4.81M 0.04%
54,250
+14,525
+37% +$1.29M
IWM icon
246
iShares Russell 2000 ETF
IWM
$67.8B
$4.79M 0.04%
21,529
+17,718
+465% +$3.94M
CBSH icon
247
Commerce Bancshares
CBSH
$8.08B
$3.67M 0.03%
61,868
-649
-1% -$38.5K
ABBV icon
248
AbbVie
ABBV
$375B
$3.59M 0.03%
26,518
+32
+0.1% +$4.33K
SPY icon
249
SPDR S&P 500 ETF Trust
SPY
$660B
$3.39M 0.03%
7,129
+2,335
+49% +$1.11M
QCOM icon
250
Qualcomm
QCOM
$172B
$3.31M 0.03%
18,103
+225
+1% +$41.1K
8 9
10
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