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
$12.5B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$39.8M
2
+$27.2M
3
+$26.9M
4
CARG icon
CarGurus
CARG
+$19.9M
5
PINC
Premier
PINC
+$18.2M

Top Sells

1
+$72.9M
2
+$65.5M
3
+$42.4M
4
INTU icon
Intuit
INTU
+$36.8M
5
INTC icon
Intel
INTC
+$22.9M

Sector Composition

1 Technology 20.57%
2 Financials 16.5%
3 Healthcare 15.15%
4 Industrials 14.48%
5 Consumer Discretionary 10.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3.31M 0.03%
35,584
-977
252
$3.06M 0.02%
35,195
253
$3.05M 0.02%
116,000
+31,000
254
$2.93M 0.02%
49,466
-406
255
$2.88M 0.02%
83,280
+50
256
$2.59M 0.02%
+5,125
257
$2.53M 0.02%
27,082
+4,046
258
$2.44M 0.02%
5,166
-25
259
$2.33M 0.02%
52,332
+6,416
260
$2.26M 0.02%
6,285
261
$2.24M 0.02%
24,074
262
$2.2M 0.02%
32,400
263
$1.96M 0.02%
163,432
-9,600
264
$1.8M 0.01%
4
265
$1.77M 0.01%
7,319
266
$1.67M 0.01%
7,225
267
$1.65M 0.01%
17,754
-1,042
268
$1.61M 0.01%
19,417
269
$1.6M 0.01%
5,376
-75
270
$1.53M 0.01%
4,347
271
$1.47M 0.01%
42,000
272
$1.39M 0.01%
5,469
+50
273
$1.33M 0.01%
7,291
+1,182
274
$1.32M 0.01%
7,847
275
$1.25M 0.01%
2,631
9 10
11
12 13