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
TRV icon
301
Travelers Companies
TRV
$58.9B
$684K 0.01%
2,586
BSX icon
302
Boston Scientific
BSX
$145B
$671K ﹤0.01%
6,656
-3,275
VT icon
303
Vanguard Total World Stock ETF
VT
$54B
$649K ﹤0.01%
5,601
CARR icon
304
Carrier Global
CARR
$48.3B
$646K ﹤0.01%
10,187
LHX icon
305
L3Harris
LHX
$53.2B
$598K ﹤0.01%
2,855
-274
QUAL icon
306
iShares MSCI USA Quality Factor ETF
QUAL
$52.8B
$592K ﹤0.01%
3,465
-125
SHW icon
307
Sherwin-Williams
SHW
$82.6B
$585K ﹤0.01%
1,674
HCA icon
308
HCA Healthcare
HCA
$98.2B
$582K ﹤0.01%
1,683
-85
WAB icon
309
Wabtec
WAB
$33.1B
$581K ﹤0.01%
3,201
+1
GS icon
310
Goldman Sachs
GS
$234B
$576K ﹤0.01%
1,054
CRM icon
311
Salesforce
CRM
$234B
$552K ﹤0.01%
2,056
TXN icon
312
Texas Instruments
TXN
$160B
$542K ﹤0.01%
3,018
-25,670
CSX icon
313
CSX Corp
CSX
$67.1B
$539K ﹤0.01%
18,315
-357
BF.B icon
314
Brown-Forman Class B
BF.B
$13.4B
$535K ﹤0.01%
15,757
-83,055
UL icon
315
Unilever
UL
$152B
$534K ﹤0.01%
8,970
-60
SCHW icon
316
Charles Schwab
SCHW
$170B
$522K ﹤0.01%
6,666
BA icon
317
Boeing
BA
$160B
$516K ﹤0.01%
3,027
IWV icon
318
iShares Russell 3000 ETF
IWV
$17B
$505K ﹤0.01%
+1,590
T icon
319
AT&T
T
$187B
$482K ﹤0.01%
17,033
+94
VEU icon
320
Vanguard FTSE All-World ex-US ETF
VEU
$51B
$448K ﹤0.01%
7,391
XYL icon
321
Xylem
XYL
$35.3B
$444K ﹤0.01%
3,718
+300
GEV icon
322
GE Vernova
GEV
$164B
$417K ﹤0.01%
1,365
-199
VNQ icon
323
Vanguard Real Estate ETF
VNQ
$33.9B
$409K ﹤0.01%
4,522
CSL icon
324
Carlisle Companies
CSL
$13.6B
$409K ﹤0.01%
1,200
AZN icon
325
AstraZeneca
AZN
$260B
$402K ﹤0.01%
5,471
11 12
13
14 15