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
$13.7B
AUM Growth
-$564M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1 +$54.1M
2 +$51.3M
3 +$38.4M
4
NTAP icon
NetApp
NTAP
+$38.4M
5
AMZN icon
Amazon
AMZN
+$35.6M

Top Sells

1 +$51.3M
2 +$47.8M
3 +$35.9M
4
FLO icon
Flowers Foods
FLO
+$29.9M
5
PKG icon
Packaging Corp of America
PKG
+$29.5M

Sector Composition

1 Technology 22.64%
2 Financials 16.75%
3 Healthcare 14.64%
4 Industrials 13.63%
5 Consumer Discretionary 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CVS icon
276
CVS Health
CVS
$103B
$1.05M 0.01%
15,428
-200
TMO icon
277
Thermo Fisher Scientific
TMO
$203B
$1.02M 0.01%
2,051
WFC icon
278
Wells Fargo
WFC
$269B
$970K 0.01%
13,515
XLK icon
279
Technology Select Sector SPDR Fund
XLK
$93.5B
$960K 0.01%
4,651
-415
VXF icon
280
Vanguard Extended Market ETF
VXF
$24.4B
$949K 0.01%
5,507
-1,698
REGN icon
281
Regeneron Pharmaceuticals
REGN
$60.3B
$922K 0.01%
1,453
TSLA icon
282
Tesla
TSLA
$1.43T
$866K 0.01%
3,343
-105
PSX icon
283
Phillips 66
PSX
$51.9B
$863K 0.01%
6,993
-300
RSP icon
284
Invesco S&P 500 Equal Weight ETF
RSP
$73.6B
$857K 0.01%
+4,950
NOC icon
285
Northrop Grumman
NOC
$85.8B
$854K 0.01%
1,668
DIS icon
286
Walt Disney
DIS
$198B
$846K 0.01%
8,576
-900
STT icon
287
State Street
STT
$32B
$842K 0.01%
9,407
TGT icon
288
Target
TGT
$40.9B
$831K 0.01%
7,963
-385
IWB icon
289
iShares Russell 1000 ETF
IWB
$44.5B
$830K 0.01%
2,705
IBM icon
290
IBM
IBM
$257B
$821K 0.01%
3,302
IJR icon
291
iShares Core S&P Small-Cap ETF
IJR
$84.9B
$813K 0.01%
7,773
-854
BMY icon
292
Bristol-Myers Squibb
BMY
$88.3B
$805K 0.01%
13,207
VIG icon
293
Vanguard Dividend Appreciation ETF
VIG
$97.6B
$767K 0.01%
3,952
VEA icon
294
Vanguard FTSE Developed Markets ETF
VEA
$178B
$766K 0.01%
15,077
+5,870
INTC icon
295
Intel
INTC
$175B
$754K 0.01%
33,223
-2,525
PPG icon
296
PPG Industries
PPG
$22.8B
$748K 0.01%
6,840
-740
ETN icon
297
Eaton
ETN
$146B
$723K 0.01%
2,659
CBT icon
298
Cabot Corp
CBT
$3.68B
$715K 0.01%
8,600
DFAC icon
299
Dimensional US Core Equity 2 ETF
DFAC
$37.7B
$711K 0.01%
21,537
MDLZ icon
300
Mondelez International
MDLZ
$79.7B
$696K 0.01%
10,253
+525