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
276
$1.21M 0.01%
11,725
-650
277
$1.19M 0.01%
4,318
278
$1.18M 0.01%
15,425
-75
279
$1.16M 0.01%
15,950
280
$1.13M 0.01%
19,279
-1,164
281
$1.09M 0.01%
16,340
+830
282
$1.07M 0.01%
19,130
-100
283
$1.07M 0.01%
17,152
-1,100
284
$1.04M 0.01%
15,708
-420
285
$1.03M 0.01%
55,731
-763
286
$1.03M 0.01%
14,010
287
$986K 0.01%
3,100
288
$985K 0.01%
3,069
289
$964K 0.01%
25,646
+15,299
290
$941K 0.01%
15,982
+74
291
$872K 0.01%
2,500
-650
292
$861K 0.01%
6,440
-584
293
$855K 0.01%
11,793
-375
294
$849K 0.01%
1,272
+170
295
$836K 0.01%
13,818
+1,689
296
$835K 0.01%
12,175
-214
297
$831K 0.01%
15,641
-435
298
$826K 0.01%
1,308
299
$809K 0.01%
13,201
+400
300
$779K 0.01%
3,868
10 11
12
13 14