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
$8.59B
AUM Growth
+$637M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1 +$17.9M
2 +$17.6M
3 +$16.5M
4
SJM icon
J.M. Smucker
SJM
+$13M
5
KFY icon
Korn Ferry
KFY
+$12.8M

Top Sells

1 +$21.3M
2 +$17.1M
3 +$15.9M
4
IFF icon
International Flavors & Fragrances
IFF
+$15.4M
5
AAPL icon
Apple
AAPL
+$12.7M

Sector Composition

1 Financials 18.08%
2 Technology 16.52%
3 Healthcare 14.61%
4 Industrials 13.96%
5 Consumer Discretionary 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$3.53M 0.04%
177,380
-100
252
$3.48M 0.04%
128,576
+2,336
253
$3.39M 0.04%
30,410
+57
254
$3.34M 0.04%
13,846
-123
255
$3.18M 0.04%
35,200
256
$2.61M 0.03%
47,127
-1,524
257
$2.54M 0.03%
20,147
+17,951
258
$2.51M 0.03%
44,590
259
$2.46M 0.03%
16,959
+4,365
260
$2.46M 0.03%
27,733
+745
261
$2.37M 0.03%
44,214
-2,125
262
$2.34M 0.03%
215,968
-1,000
263
$2.28M 0.03%
77,107
+471
264
$2.22M 0.03%
6,720
-728
265
$2.08M 0.02%
73,330
+8,250
266
$2.07M 0.02%
21,977
-220
267
$2.06M 0.02%
19,325
-1,575
268
$2.03M 0.02%
32,400
269
$1.99M 0.02%
6,668
+117
270
$1.97M 0.02%
21,360
+1,260
271
$1.79M 0.02%
33,392
-78
272
$1.77M 0.02%
5,513
-691
273
$1.67M 0.02%
10,231
-380
274
$1.65M 0.02%
12,863
+233
275
$1.64M 0.02%
5,925
-475