BTW

Boston Trust Walden Portfolio holdings

AUM $14B
1-Year Est. Return 12.58%
This Quarter Est. Return
1 Year Est. Return
+12.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.07B
AUM Growth
+$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1 +$20M
2 +$19.1M
3 +$15.6M
4
PRXL
Parexel International Corp
PRXL
+$14.5M
5
UNH icon
UnitedHealth
UNH
+$10.6M

Top Sells

1 +$26.3M
2 +$22.9M
3 +$20.7M
4
MKTX icon
MarketAxess Holdings
MKTX
+$17.9M
5
VSI
Vitamin Shoppe Inc.
VSI
+$15.1M

Sector Composition

1 Financials 16.67%
2 Healthcare 15.39%
3 Technology 15.1%
4 Industrials 13.7%
5 Consumer Discretionary 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$1.51M 0.02%
30,410
277
$1.5M 0.02%
33,859
-516,205
278
$1.48M 0.02%
34,897
-489,392
279
$1.43M 0.02%
22,605
280
$1.4M 0.02%
17,300
281
$1.4M 0.02%
21,811
282
$1.33M 0.02%
79,050
-4,650
283
$1.22M 0.02%
11,900
-550
284
$1.22M 0.02%
23,062
-1,150
285
$1.2M 0.02%
14,150
-700
286
$1.19M 0.02%
20,087
+310
287
$1.18M 0.02%
75,800
288
$1.11M 0.02%
24,551
+1,750
289
$1.08M 0.02%
8,000
-350
290
$1.07M 0.02%
30,032
-900
291
$1.03M 0.02%
24,350
+500
292
$972K 0.02%
18,019
-150
293
$932K 0.02%
12,807
294
$931K 0.02%
37,075
-2,050
295
$894K 0.01%
4,500
+1,500
296
$862K 0.01%
2,755
+100
297
$851K 0.01%
32,975
298
$824K 0.01%
11,413
-100
299
$785K 0.01%
13,113
300
$784K 0.01%
31,800