BTW
Boston Trust Walden Portfolio holdings
AUM $13.7B
AUM
$13.7B
AUM Growth
-$564M (-4%)
Cap. Flow
-$126M
Cap. Flow % of AUM
-0.92%
Top 10 Holdings %Top 10 Hldgs %
17.45%
Holding
389
New
10
Increased
96
Reduced
194
Closed
17
Top Buys
| 1 | $54.1M | |
| 2 | $51.3M | |
| 3 | $38.4M | |
| 4 | $38.4M | |
| 5 | $35.6M |
Top Sells
| 1 | $51.3M | |
| 2 | $47.8M | |
| 3 | $35.9M | |
| 4 | $29.9M | |
| 5 | $29.5M |
Sector Composition
| 1 | Technology | 22.64% |
| 2 | Financials | 16.75% |
| 3 | Healthcare | 14.64% |
| 4 | Industrials | 13.63% |
| 5 | Consumer Discretionary | 9.94% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.93M | 0.01% | 38,371 -1,029 | -3% | -$51.7K | |||
| $1.91M | 0.01% | 3,104 | – | – | |||
| $1.85M | 0.01% | 72,862 +1,821 | +3% | +$46.1K | |||
| $1.83M | 0.01% | 9,196 -39,244 | -81% | -$7.83M | |||
| $1.79M | 0.01% | 2,950 | – | – | |||
| $1.76M | 0.01% | 42,162 +2,954 | +8% | +$123K | |||
| $1.71M | 0.01% | 5,465 +205 | +4% | +$64.3K | |||
| $1.71M | 0.01% | 15,170 | – | – | |||
| $1.68M | 0.01% | 19,725 -725 | -4% | -$61.7K | |||
| $1.63M | 0.01% | 7,049 | – | – | |||
| $1.6M | 0.01% | 3,152 -7 | -0.2% | -$3.56K | |||
| $1.58M | 0.01% | +11,897 | New | +$1.58M | |||
| $1.46M | 0.01% | 2,606 | – | – | |||
| $1.43M | 0.01% | 147,769 | – | – | |||
| $1.4M | 0.01% | 6,338 | – | – | |||
| $1.36M | 0.01% | 9,579 -125 | -1% | -$17.8K | |||
| $1.34M | 0.01% | 12,098 | – | – | |||
| $1.3M | 0.01% | 14,800 | – | – | |||
| $1.25M | 0.01% | 5,267 -200 | -4% | -$47.4K | |||
| $1.24M | 0.01% | 3,334 | – | – | |||
| $1.21M | 0.01% | 1,795 | – | – | |||
| $1.09M | 0.01% | 5,430 -309 | -5% | -$61.8K | |||
| $1.08M | 0.01% | 32,400 | – | – | |||
| $1.06M | 0.01% | 2,474 | – | – | |||
| $1.05M | 0.01% | 10,031 -16,655 | -62% | -$1.75M |
