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
$13.6B
AUM Growth
-$390M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$67.9M
2
+$58.2M
3
+$41.8M
4
SFM icon
Sprouts Farmers Market
SFM
+$40.8M
5
FTNT icon
Fortinet
FTNT
+$30.5M

Top Sells

1
+$56.5M
2
+$55.6M
3
+$51.5M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$46.8M
5
NTRS icon
Northern Trust
NTRS
+$44.5M

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
RY icon
251
Royal Bank of Canada
RY
$217B
$2.23M 0.02%
15,170
IVV icon
252
iShares Core S&P 500 ETF
IVV
$730B
$2.15M 0.02%
3,207
+726
VRSK icon
253
Verisk Analytics
VRSK
$31.4B
$2.05M 0.02%
8,160
+111
RTX icon
254
RTX Corp
RTX
$235B
$1.99M 0.01%
11,897
IWR icon
255
iShares Russell Mid-Cap ETF
IWR
$45.7B
$1.9M 0.01%
19,725
PFE icon
256
Pfizer
PFE
$146B
$1.81M 0.01%
70,929
-33
SAP icon
257
SAP
SAP
$282B
$1.69M 0.01%
6,325
-925
SPGI icon
258
S&P Global
SPGI
$151B
$1.67M 0.01%
3,430
+15
CMG icon
259
Chipotle Mexican Grill
CMG
$45.6B
$1.64M 0.01%
41,897
MTB icon
260
M&T Bank
MTB
$29.2B
$1.61M 0.01%
8,170
-40,842
VUG icon
261
Vanguard Growth ETF
VUG
$201B
$1.6M 0.01%
3,334
NSC icon
262
Norfolk Southern
NSC
$65.5B
$1.58M 0.01%
5,267
WM icon
263
Waste Management
WM
$87.8B
$1.57M 0.01%
7,117
+45
WMT icon
264
Walmart
WMT
$881B
$1.55M 0.01%
15,059
+283
GE icon
265
GE Aerospace
GE
$315B
$1.5M 0.01%
4,983
TSLA icon
266
Tesla
TSLA
$1.43T
$1.49M 0.01%
3,360
+17
ETN icon
267
Eaton
ETN
$134B
$1.34M 0.01%
3,571
+50
OMC icon
268
Omnicom Group
OMC
$22.7B
$1.33M 0.01%
16,296
-1,725
VEA icon
269
Vanguard FTSE Developed Markets ETF
VEA
$185B
$1.31M 0.01%
21,848
+7,500
ED icon
270
Consolidated Edison
ED
$36.2B
$1.22M 0.01%
12,098
SNPS icon
271
Synopsys
SNPS
$77.6B
$1.21M 0.01%
2,447
-68
KMB icon
272
Kimberly-Clark
KMB
$36.2B
$1.18M 0.01%
9,527
-52
MCK icon
273
McKesson
MCK
$109B
$1.14M 0.01%
1,480
-127
WFC icon
274
Wells Fargo
WFC
$269B
$1.13M 0.01%
13,515
AMCR icon
275
Amcor
AMCR
$19.7B
$1.11M 0.01%
136,269
9 10
11
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