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
301
$740K 0.01%
3,122
+36
302
$722K 0.01%
875
303
$717K 0.01%
1,683
304
$702K 0.01%
3,815
-80
305
$701K 0.01%
3,417
-61
306
$694K 0.01%
2,486
307
$679K 0.01%
4,925
-500
308
$668K ﹤0.01%
12,036
309
$653K ﹤0.01%
7,278
-50
310
$650K ﹤0.01%
18,315
311
$645K ﹤0.01%
10,317
+64
312
$642K ﹤0.01%
3,201
313
$634K ﹤0.01%
+655
314
$631K ﹤0.01%
8,300
-300
315
$608K ﹤0.01%
10,187
316
$603K ﹤0.01%
1,590
317
$600K ﹤0.01%
3,268
318
$596K ﹤0.01%
13,205
-202
319
$594K ﹤0.01%
6,805
+4,261
320
$587K ﹤0.01%
5,580
-700
321
$567K ﹤0.01%
1,189
322
$563K ﹤0.01%
5,443
-16,480
323
$550K ﹤0.01%
3,732
+30
324
$546K ﹤0.01%
909
+132
325
$533K ﹤0.01%
+11,051
11 12
13
14 15