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
276
$1.09M 0.01%
14,413
-200
277
$1.06M 0.01%
21,025
-60,431
278
$1.02M 0.01%
1,668
279
$989K 0.01%
2,705
280
$974K 0.01%
8,505
-21
281
$971K 0.01%
+6,667
282
$970K 0.01%
6,880
+578
283
$955K 0.01%
4,426
+474
284
$951K 0.01%
1,194
285
$939K 0.01%
4,950
286
$933K 0.01%
6,860
287
$906K 0.01%
3,210
-192
288
$884K 0.01%
7,621
-1,536
289
$878K 0.01%
7,390
+1,137
290
$833K 0.01%
24,841
-399
291
$831K 0.01%
6,446
+108
292
$831K 0.01%
21,537
293
$828K 0.01%
8,670
294
$818K 0.01%
30,400
-2,000
295
$817K 0.01%
1,453
296
$780K 0.01%
2,555
-200
297
$778K 0.01%
4,002
+537
298
$762K 0.01%
7,987
-659
299
$762K 0.01%
1,239
-15
300
$761K 0.01%
7,793
-25,874
10 11
12
13 14