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
$14B
AUM Growth
+$333M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$27.6M
3
+$26M
4
JAZZ icon
Jazz Pharmaceuticals
JAZZ
+$24.4M
5
AXP icon
American Express
AXP
+$23M

Top Sells

1
+$34.4M
2
+$29.7M
3
+$29.3M
4
UNH icon
UnitedHealth
UNH
+$28.3M
5
TTC icon
Toro Company
TTC
+$24.6M

Sector Composition

1 Technology 24.83%
2 Financials 17.15%
3 Industrials 14.26%
4 Healthcare 12.8%
5 Consumer Discretionary 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VLTO icon
251
Veralto
VLTO
$24.5B
$2.17M 0.02%
21,508
-616
PH icon
252
Parker-Hannifin
PH
$106B
$2.06M 0.01%
2,950
RY icon
253
Royal Bank of Canada
RY
$205B
$2M 0.01%
15,170
IWR icon
254
iShares Russell Mid-Cap ETF
IWR
$44.4B
$1.81M 0.01%
19,725
SPGI icon
255
S&P Global
SPGI
$148B
$1.8M 0.01%
3,415
+263
RTX icon
256
RTX Corp
RTX
$235B
$1.74M 0.01%
11,897
PFE icon
257
Pfizer
PFE
$141B
$1.72M 0.01%
70,962
-1,900
WM icon
258
Waste Management
WM
$80.4B
$1.62M 0.01%
7,072
+23
IVV icon
259
iShares Core S&P 500 ETF
IVV
$666B
$1.54M 0.01%
2,481
-125
VUG icon
260
Vanguard Growth ETF
VUG
$197B
$1.46M 0.01%
3,334
WMT icon
261
Walmart
WMT
$811B
$1.44M 0.01%
14,776
-24
NSC icon
262
Norfolk Southern
NSC
$63.3B
$1.35M 0.01%
5,267
OMC icon
263
Omnicom Group
OMC
$14.1B
$1.3M 0.01%
18,021
-9,633
SNPS icon
264
Synopsys
SNPS
$73.6B
$1.29M 0.01%
2,515
+41
GE icon
265
GE Aerospace
GE
$322B
$1.28M 0.01%
4,983
-447
ETN icon
266
Eaton
ETN
$147B
$1.26M 0.01%
3,521
+862
AMCR icon
267
Amcor
AMCR
$19B
$1.25M 0.01%
136,269
-11,500
KMB icon
268
Kimberly-Clark
KMB
$33.4B
$1.23M 0.01%
9,579
ED icon
269
Consolidated Edison
ED
$35B
$1.21M 0.01%
12,098
MCK icon
270
McKesson
MCK
$106B
$1.18M 0.01%
1,607
-188
FI icon
271
Fiserv
FI
$33.1B
$1.09M 0.01%
6,338
WFC icon
272
Wells Fargo
WFC
$270B
$1.08M 0.01%
13,515
VXF icon
273
Vanguard Extended Market ETF
VXF
$24.2B
$1.07M 0.01%
5,538
+31
TSLA icon
274
Tesla
TSLA
$1.48T
$1.06M 0.01%
3,343
DIS icon
275
Walt Disney
DIS
$199B
$1.06M 0.01%
8,526
-50
9 10
11
12 13