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
$13.5B
AUM Growth
-$537M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$56.5M
2
+$38.9M
3
+$26.2M
4
ATKR icon
Atkore
ATKR
+$23.3M
5
HALO icon
Halozyme
HALO
+$23.2M

Top Sells

1
+$44.9M
2
+$35.4M
3
+$31.5M
4
SLB icon
SLB Ltd
SLB
+$30.1M
5
AAPL icon
Apple
AAPL
+$28.6M

Sector Composition

1 Technology 24.52%
2 Financials 14.32%
3 Healthcare 14.05%
4 Industrials 13.81%
5 Consumer Discretionary 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.87M 0.01%
7,705
252
$1.84M 0.01%
3
253
$1.62M 0.01%
15,190
-65,500
254
$1.59M 0.01%
39,908
-1,733
255
$1.58M 0.01%
3,548
-50
256
$1.57M 0.01%
19,325
257
$1.55M 0.01%
7,279
+28
258
$1.55M 0.01%
1,473
259
$1.52M 0.01%
154,920
260
$1.49M 0.01%
2,950
261
$1.43M 0.01%
32,400
262
$1.41M 0.01%
2,576
-55
263
$1.39M 0.01%
2,333
-114
264
$1.35M 0.01%
9,758
-500
265
$1.34M 0.01%
10,360
+8,060
266
$1.27M 0.01%
21,585
-119,121
267
$1.25M 0.01%
3,334
268
$1.23M 0.01%
8,328
-115
269
$1.21M 0.01%
5,995
-36,750
270
$1.21M 0.01%
5,617
271
$1.2M 0.01%
4,345
-765
272
$1.2M 0.01%
13,438
273
$1.17M 0.01%
5,166
274
$1.14M 0.01%
2,059
-44
275
$1.06M 0.01%
7,493
-1,850
9 10
11
12 13