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
301
$668K 0.01%
7,300
302
$662K ﹤0.01%
1,464
303
$654K ﹤0.01%
9,998
-31
304
$643K ﹤0.01%
10,187
-300
305
$625K ﹤0.01%
18,672
-40
306
$624K ﹤0.01%
3,430
-200
307
$613K ﹤0.01%
5,730
-275
308
$613K ﹤0.01%
3,590
309
$611K ﹤0.01%
+32,116
310
$603K ﹤0.01%
5,530
311
$590K ﹤0.01%
14,211
-100
312
$580K ﹤0.01%
10,550
-1,000
313
$571K ﹤0.01%
3,302
-45
314
$568K ﹤0.01%
1,768
315
$524K ﹤0.01%
2,039
-24
316
$520K ﹤0.01%
1,110
317
$514K ﹤0.01%
1,724
318
$512K ﹤0.01%
3,241
-4
319
$511K ﹤0.01%
1,534
320
$498K ﹤0.01%
8,491
-136
321
$493K ﹤0.01%
8,970
+91
322
$486K ﹤0.01%
1,200
323
$482K ﹤0.01%
6,546
-109
324
$476K ﹤0.01%
4,225
325
$464K ﹤0.01%
3,418
11 12
13
14 15