BTW

Boston Trust Walden Portfolio holdings

AUM $13.2B
1-Year Est. Return 11.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.2B
AUM Growth
-$380M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$53.8M
2
+$41.3M
3
+$40.4M
4
CVLT icon
Commault Systems
CVLT
+$34.6M
5
BMI icon
Badger Meter
BMI
+$32M

Top Sells

1
+$51.5M
2
+$32.3M
3
+$31M
4
TDC icon
Teradata
TDC
+$30.8M
5
TER icon
Teradyne
TER
+$27.4M

Sector Composition

1 Technology 24.85%
2 Industrials 15.21%
3 Financials 14.88%
4 Healthcare 13.51%
5 Consumer Discretionary 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INTU icon
251
Intuit
INTU
$114B
$2.19M 0.02%
3,309
-100
RTX icon
252
RTX Corp
RTX
$272B
$2.18M 0.02%
11,897
VLTO icon
253
Veralto
VLTO
$24.2B
$2.13M 0.02%
21,369
-171
MDT icon
254
Medtronic
MDT
$125B
$2.07M 0.02%
21,576
-30,478
IWR icon
255
iShares Russell Mid-Cap ETF
IWR
$49.4B
$1.9M 0.01%
19,725
SPGI icon
256
S&P Global
SPGI
$132B
$1.78M 0.01%
3,415
-15
PFE icon
257
Pfizer
PFE
$157B
$1.76M 0.01%
70,704
-225
WMT icon
258
Walmart Inc
WMT
$1.02T
$1.66M 0.01%
14,911
-148
VUG icon
259
Vanguard Growth ETF
VUG
$195B
$1.63M 0.01%
3,334
CMG icon
260
Chipotle Mexican Grill
CMG
$48.5B
$1.55M 0.01%
41,897
TSLA icon
261
Tesla
TSLA
$1.51T
$1.52M 0.01%
3,385
+25
NSC icon
262
Norfolk Southern
NSC
$70.7B
$1.52M 0.01%
5,267
GE icon
263
GE Aerospace
GE
$359B
$1.51M 0.01%
4,908
-75
WM icon
264
Waste Management
WM
$97.1B
$1.5M 0.01%
6,822
-295
MTB icon
265
M&T Bank
MTB
$32.3B
$1.45M 0.01%
7,175
-995
VEA icon
266
Vanguard FTSE Developed Markets ETF
VEA
$219B
$1.36M 0.01%
21,848
OMC icon
267
Omnicom Group
OMC
$26.5B
$1.27M 0.01%
15,696
-600
WFC icon
268
Wells Fargo
WFC
$251B
$1.26M 0.01%
13,515
MCK icon
269
McKesson
MCK
$121B
$1.2M 0.01%
1,468
-12
ED icon
270
Consolidated Edison
ED
$40.6B
$1.2M 0.01%
12,098
CVS icon
271
CVS Health
CVS
$102B
$1.14M 0.01%
14,413
SAP icon
272
SAP
SAP
$235B
$1.14M 0.01%
4,695
-1,630
ETN icon
273
Eaton
ETN
$146B
$1.13M 0.01%
3,541
-30
REGN icon
274
Regeneron Pharmaceuticals
REGN
$82.6B
$1.12M 0.01%
1,453
GS icon
275
Goldman Sachs
GS
$258B
$1.05M 0.01%
1,194
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