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
301
$765K 0.01%
15,858
+825
302
$753K 0.01%
3,529
303
$749K 0.01%
8,593
-190
304
$740K 0.01%
9,332
-260
305
$724K 0.01%
+11,737
306
$722K 0.01%
10,075
+425
307
$715K 0.01%
2,705
308
$714K 0.01%
3,855
-25
309
$686K 0.01%
8,492
-1,431
310
$659K 0.01%
4,527
311
$646K 0.01%
1,833
312
$624K 0.01%
21,537
313
$622K 0.01%
11,461
+837
314
$612K ﹤0.01%
5,893
315
$598K ﹤0.01%
11,462
+100
316
$597K ﹤0.01%
6,951
+530
317
$583K ﹤0.01%
1,506
318
$572K ﹤0.01%
625
319
$561K ﹤0.01%
6,934
-50
320
$556K ﹤0.01%
2,217
321
$555K ﹤0.01%
4,800
322
$555K ﹤0.01%
27,500
+2,500
323
$537K ﹤0.01%
+12,363
324
$528K ﹤0.01%
1,327
325
$515K ﹤0.01%
9,159
11 12
13
14 15