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
$13.6B
AUM Growth
-$390M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$67.9M
2
+$58.2M
3
+$41.8M
4
SFM icon
Sprouts Farmers Market
SFM
+$40.8M
5
FTNT icon
Fortinet
FTNT
+$30.5M

Top Sells

1
+$56.5M
2
+$55.6M
3
+$51.5M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$46.8M
5
NTRS icon
Northern Trust
NTRS
+$44.5M

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
UL icon
326
Unilever
UL
$149B
$532K ﹤0.01%
8,978
+8
VEU icon
327
Vanguard FTSE All-World ex-US ETF
VEU
$52.3B
$527K ﹤0.01%
7,391
ALV icon
328
Autoliv
ALV
$8.96B
$521K ﹤0.01%
4,216
+166
IEMG icon
329
iShares Core MSCI Emerging Markets ETF
IEMG
$117B
$492K ﹤0.01%
7,467
+1,710
JEF icon
330
Jefferies Financial Group
JEF
$11.9B
$491K ﹤0.01%
7,500
SHW icon
331
Sherwin-Williams
SHW
$85.2B
$480K ﹤0.01%
1,386
-288
TT icon
332
Trane Technologies
TT
$93.5B
$476K ﹤0.01%
1,127
SUB icon
333
iShares Short-Term National Muni Bond ETF
SUB
$10.1B
$457K ﹤0.01%
+4,281
SCHF icon
334
Schwab International Equity ETF
SCHF
$53.5B
$456K ﹤0.01%
19,583
+6,311
MCHP icon
335
Microchip Technology
MCHP
$29B
$454K ﹤0.01%
7,075
GM icon
336
General Motors
GM
$68.6B
$453K ﹤0.01%
7,433
PANW icon
337
Palo Alto Networks
PANW
$133B
$436K ﹤0.01%
2,143
+32
VNQ icon
338
Vanguard Real Estate ETF
VNQ
$34.5B
$436K ﹤0.01%
4,765
+243
TD icon
339
Toronto Dominion Bank
TD
$143B
$432K ﹤0.01%
5,400
HIG icon
340
Hartford Financial Services
HIG
$38.2B
$427K ﹤0.01%
3,200
BK icon
341
Bank of New York Mellon
BK
$78.2B
$424K ﹤0.01%
3,894
+320
PLD icon
342
Prologis
PLD
$119B
$417K ﹤0.01%
3,638
+80
VYM icon
343
Vanguard High Dividend Yield ETF
VYM
$68.3B
$414K ﹤0.01%
+2,935
T icon
344
AT&T
T
$184B
$411K ﹤0.01%
14,567
VCEB icon
345
Vanguard ESG US Corporate Bond ETF
VCEB
$972M
$411K ﹤0.01%
+6,400
BF.B icon
346
Brown-Forman Class B
BF.B
$13.7B
$405K ﹤0.01%
14,957
-200
MUB icon
347
iShares National Muni Bond ETF
MUB
$41.7B
$400K ﹤0.01%
+3,760
DUK icon
348
Duke Energy
DUK
$96.4B
$398K ﹤0.01%
3,218
+300
CSL icon
349
Carlisle Companies
CSL
$13.3B
$395K ﹤0.01%
1,200
VGT icon
350
Vanguard Information Technology ETF
VGT
$113B
$385K ﹤0.01%
515
12 13
14
15 16