BTW

Boston Trust Walden Portfolio holdings

AUM $12.2B
1-Year Est. Return 12.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.6B
AUM Growth
-$390M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$68.3M
2
+$57.8M
3
+$54.5M
4
GDDY icon
GoDaddy
GDDY
+$47M
5
FTNT icon
Fortinet
FTNT
+$32.4M

Top Sells

1
+$52.5M
2
+$51.9M
3
+$51.4M
4
NTRS icon
Northern Trust
NTRS
+$42.6M
5
MSFT icon
Microsoft
MSFT
+$41.8M

Sector Composition

1 Technology 25.47%
2 Financials 15.29%
3 Industrials 14.96%
4 Healthcare 12.66%
5 Consumer Discretionary 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.23M 0.02%
15,170
252
$2.15M 0.02%
3,207
+726
253
$2.05M 0.02%
8,160
+111
254
$1.99M 0.01%
11,897
255
$1.9M 0.01%
19,725
256
$1.81M 0.01%
70,929
-33
257
$1.69M 0.01%
6,325
-925
258
$1.67M 0.01%
3,430
+15
259
$1.64M 0.01%
41,897
260
$1.61M 0.01%
8,170
-40,842
261
$1.6M 0.01%
20,004
262
$1.58M 0.01%
5,267
263
$1.57M 0.01%
7,117
+45
264
$1.55M 0.01%
15,059
+283
265
$1.5M 0.01%
4,983
266
$1.49M 0.01%
3,360
+17
267
$1.34M 0.01%
3,571
+50
268
$1.33M 0.01%
16,296
-1,725
269
$1.31M 0.01%
21,848
+7,500
270
$1.22M 0.01%
12,098
271
$1.21M 0.01%
2,447
-68
272
$1.18M 0.01%
9,527
-52
273
$1.14M 0.01%
1,480
-127
274
$1.13M 0.01%
13,515
275
$1.11M 0.01%
27,254
9 10
11
12 13