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
$14B
AUM Growth
+$333M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$27.6M
3
+$26M
4
JAZZ icon
Jazz Pharmaceuticals
JAZZ
+$24.4M
5
AXP icon
American Express
AXP
+$23M

Top Sells

1
+$34.4M
2
+$29.7M
3
+$29.3M
4
UNH icon
UnitedHealth
UNH
+$28.3M
5
TTC icon
Toro Company
TTC
+$24.6M

Sector Composition

1 Technology 24.83%
2 Financials 17.15%
3 Industrials 14.26%
4 Healthcare 12.8%
5 Consumer Discretionary 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CME icon
226
CME Group
CME
$97.9B
$4.45M 0.03%
16,159
-560
GIS icon
227
General Mills
GIS
$24.5B
$4.22M 0.03%
81,456
-31,524
VO icon
228
Vanguard Mid-Cap ETF
VO
$87.5B
$3.96M 0.03%
14,143
-2,322
SPY icon
229
SPDR S&P 500 ETF Trust
SPY
$666B
$3.9M 0.03%
6,318
+493
SFM icon
230
Sprouts Farmers Market
SFM
$7.58B
$3.89M 0.03%
23,607
-682
MCO icon
231
Moody's
MCO
$86B
$3.71M 0.03%
7,400
+20
CMI icon
232
Cummins
CMI
$63.9B
$3.68M 0.03%
11,245
+5,780
BSX icon
233
Boston Scientific
BSX
$147B
$3.62M 0.03%
33,667
+27,011
HON icon
234
Honeywell
HON
$124B
$3.5M 0.03%
15,037
MA icon
235
Mastercard
MA
$497B
$3.45M 0.02%
6,137
+13
MMM icon
236
3M
MMM
$87B
$2.87M 0.02%
18,849
LIN icon
237
Linde
LIN
$194B
$2.87M 0.02%
6,115
+399
IWD icon
238
iShares Russell 1000 Value ETF
IWD
$64.9B
$2.84M 0.02%
14,638
KO icon
239
Coca-Cola
KO
$297B
$2.69M 0.02%
37,964
-100
INTU icon
240
Intuit
INTU
$182B
$2.69M 0.02%
3,409
+305
LLY icon
241
Eli Lilly
LLY
$839B
$2.55M 0.02%
3,274
-10
DG icon
242
Dollar General
DG
$21.1B
$2.51M 0.02%
21,923
-1,860
VRSK icon
243
Verisk Analytics
VRSK
$29.7B
$2.51M 0.02%
8,049
-25
CMG icon
244
Chipotle Mexican Grill
CMG
$40.4B
$2.35M 0.02%
41,897
+3,526
BAC icon
245
Bank of America
BAC
$389B
$2.3M 0.02%
48,606
+6,444
DSI icon
246
iShares MSCI KLD 400 Social ETF
DSI
$4.99B
$2.21M 0.02%
19,003
-64
SAP icon
247
SAP
SAP
$296B
$2.2M 0.02%
7,250
-150
NEE icon
248
NextEra Energy
NEE
$171B
$2.2M 0.02%
31,731
-273
BRK.A icon
249
Berkshire Hathaway Class A
BRK.A
$1.06T
$2.19M 0.02%
3
VV icon
250
Vanguard Large-Cap ETF
VV
$46.5B
$2.18M 0.02%
7,645
8 9
10
11 12