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
$7.68B
AUM Growth
+$340M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1 +$24.3M
2 +$23.9M
3 +$14.7M
4
PKG icon
Packaging Corp of America
PKG
+$12M
5
CMD
Cantel Medical Corporation
CMD
+$11.3M

Top Sells

1 +$25.9M
2 +$21.7M
3 +$16M
4
MTD icon
Mettler-Toledo International
MTD
+$14.4M
5
ATR icon
AptarGroup
ATR
+$12.2M

Sector Composition

1 Financials 18.03%
2 Technology 16.53%
3 Healthcare 15.97%
4 Industrials 13.41%
5 Consumer Discretionary 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$3.76M 0.05%
86,327
+47
252
$3.7M 0.05%
46,575
253
$3.59M 0.05%
217,569
-4,206
254
$3.07M 0.04%
33,200
255
$2.99M 0.04%
53,879
-1,962
256
$2.94M 0.04%
31,428
-1,225
257
$2.83M 0.04%
+246,518
258
$2.76M 0.04%
52,753
-2,420
259
$2.64M 0.03%
14,335
+2,436
260
$2.59M 0.03%
108,100
+5,500
261
$2.55M 0.03%
14,670
+830
262
$2.48M 0.03%
36,314
-989
263
$2.48M 0.03%
48,651
-304
264
$2.47M 0.03%
47,115
-7,225
265
$2.43M 0.03%
109,415
-3,302
266
$2.21M 0.03%
7,514
-76
267
$2.14M 0.03%
21,025
-30
268
$2.08M 0.03%
15,744
-47
269
$2.02M 0.03%
24,698
+24
270
$1.98M 0.03%
27,263
+154
271
$1.92M 0.03%
7,760
272
$1.87M 0.02%
73,798
-841
273
$1.87M 0.02%
19,720
-360
274
$1.86M 0.02%
66,080
+3,400
275
$1.85M 0.02%
93,530
-180