BTW

Boston Trust Walden Portfolio holdings

AUM $12.2B
1-Year Est. Return 12.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.6B
AUM Growth
-$390M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$68.3M
2
+$57.8M
3
+$54.5M
4
GDDY icon
GoDaddy
GDDY
+$47M
5
FTNT icon
Fortinet
FTNT
+$32.4M

Top Sells

1
+$52.5M
2
+$51.9M
3
+$51.4M
4
NTRS icon
Northern Trust
NTRS
+$42.6M
5
MSFT icon
Microsoft
MSFT
+$41.8M

Sector Composition

1 Technology 25.47%
2 Financials 15.29%
3 Industrials 14.96%
4 Healthcare 12.66%
5 Consumer Discretionary 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.64M 0.03%
95,946
-149,655
227
$4.6M 0.03%
262,636
228
$4.57M 0.03%
10,827
-418
229
$4.21M 0.03%
+62,825
230
$4.21M 0.03%
6,318
231
$4.14M 0.03%
14,670
-19,260
232
$4.08M 0.03%
15,114
-1,045
233
$3.49M 0.03%
6,127
-10
234
$3.48M 0.03%
7,300
-100
235
$3.08M 0.02%
15,517
-437
236
$2.98M 0.02%
14,638
237
$2.94M 0.02%
6,181
+66
238
$2.92M 0.02%
18,800
-49
239
$2.87M 0.02%
42,862
-51,357
240
$2.54M 0.02%
49,300
+694
241
$2.52M 0.02%
37,964
242
$2.47M 0.02%
3,243
-31
243
$2.39M 0.02%
19,003
244
$2.38M 0.02%
31,562
-169
245
$2.35M 0.02%
7,645
246
$2.33M 0.02%
3,409
247
$2.31M 0.02%
9,535
-30,841
248
$2.3M 0.02%
21,540
+32
249
$2.26M 0.02%
3
250
$2.24M 0.02%
2,950
8 9
10
11 12