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
$9.37B
AUM Growth
+$1.34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1 +$44.3M
2 +$28.5M
3 +$25.5M
4
TROW icon
T. Rowe Price
TROW
+$22.1M
5
CRI icon
Carter's
CRI
+$19.5M

Top Sells

1 +$85.8M
2 +$66.5M
3 +$24.5M
4
JNPR
Juniper Networks
JNPR
+$13.7M
5
HST icon
Host Hotels & Resorts
HST
+$13.1M

Sector Composition

1 Technology 19.69%
2 Healthcare 16.31%
3 Industrials 14.81%
4 Financials 14.66%
5 Consumer Discretionary 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$2.95M 0.03%
30,375
-7,891
252
$2.79M 0.03%
26,087
+132
253
$2.57M 0.03%
46,816
-966
254
$2.5M 0.03%
152,305
255
$2.38M 0.03%
32,400
256
$2.36M 0.03%
42,195
257
$2.34M 0.03%
15,354
+100
258
$2.31M 0.02%
43,559
+55
259
$2.25M 0.02%
18,925
-50
260
$2.24M 0.02%
190,268
-700
261
$2.17M 0.02%
6,086
-25
262
$2.06M 0.02%
5,499
-75
263
$2.03M 0.02%
8,780
-25
264
$1.75M 0.02%
24,474
+9,578
265
$1.71M 0.02%
8,708
+2,788
266
$1.65M 0.02%
5,026
-225
267
$1.52M 0.02%
19,672
+380
268
$1.39M 0.01%
4
269
$1.38M 0.01%
63,514
-2,883
270
$1.32M 0.01%
21,900
271
$1.32M 0.01%
19,217
+292
272
$1.29M 0.01%
5,446
-25
273
$1.27M 0.01%
7,225
274
$1.27M 0.01%
15,950
275
$1.2M 0.01%
14,010