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
$13.5B
AUM Growth
-$537M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$56.5M
2
+$38.9M
3
+$26.2M
4
ATKR icon
Atkore
ATKR
+$23.3M
5
HALO icon
Halozyme
HALO
+$23.2M

Top Sells

1
+$44.9M
2
+$35.4M
3
+$31.5M
4
SLB icon
SLB Ltd
SLB
+$30.1M
5
AAPL icon
Apple
AAPL
+$28.6M

Sector Composition

1 Technology 24.52%
2 Financials 14.32%
3 Healthcare 14.05%
4 Industrials 13.81%
5 Consumer Discretionary 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.53M 0.03%
19,029
-90
227
$4.42M 0.03%
25,756
+18
228
$4.31M 0.03%
21,709
+380
229
$4.04M 0.03%
15,113
230
$3.92M 0.03%
24,430
-250
231
$3.91M 0.03%
7,191
-24
232
$3.65M 0.03%
28,986
-2,440
233
$3.31M 0.02%
15,499
-602
234
$3.19M 0.02%
7,575
-55
235
$3.02M 0.02%
3,333
-108
236
$2.71M 0.02%
6,154
-235
237
$2.69M 0.02%
15,710
-124,119
238
$2.59M 0.02%
14,849
239
$2.47M 0.02%
38,793
-1,219
240
$2.43M 0.02%
5,549
-12,121
241
$2.42M 0.02%
38,600
-150
242
$2.35M 0.02%
24,586
+186
243
$2.2M 0.02%
8,150
-46
244
$2.17M 0.02%
30,590
245
$2.03M 0.02%
3,091
-70
246
$2.03M 0.02%
72,582
-2,997
247
$1.99M 0.01%
19,450
-4,649
248
$1.98M 0.01%
19,097
249
$1.91M 0.01%
7,645
250
$1.89M 0.01%
61,003
-2,300
8 9
10
11 12