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
276
$1.04M 0.01%
15,366
+69
277
$1.02M 0.01%
13,836
-250
278
$1.02M 0.01%
8,120
-1,825
279
$966K 0.01%
9,731
-425
280
$963K 0.01%
1,223
281
$961K 0.01%
1,646
282
$891K 0.01%
5,975
-43
283
$879K 0.01%
16,270
-625
284
$861K 0.01%
11,181
285
$857K 0.01%
5,389
-1,480
286
$826K 0.01%
2,634
-20
287
$805K 0.01%
2,705
288
$803K 0.01%
13,515
289
$799K 0.01%
3,937
-631
290
$798K 0.01%
3,555
+25
291
$790K 0.01%
8,600
-200
292
$766K 0.01%
5,366
293
$761K 0.01%
9,527
-210
294
$752K 0.01%
4,121
-51
295
$749K 0.01%
7,043
-1,855
296
$694K 0.01%
21,537
297
$690K 0.01%
15,967
+85
298
$684K 0.01%
1,568
-38
299
$682K 0.01%
3,448
-2,030
300
$674K 0.01%
4,942
-765
10 11
12
13 14