BTW
Boston Trust Walden Portfolio holdings
AUM
$14B
This Quarter Return
-2.49%
1 Year Return
+12.58%
3 Year Return
+52.97%
5 Year Return
+115.22%
10 Year Return
+284.47%
AUM
$6.48B
AUM Growth
+$6.48B
(-5.9%)
Cap. Flow
-$158M
Cap. Flow
% of AUM
-2.44%
Top 10 Holdings %
Top 10 Hldgs %
11.84%
Holding
348
New
13
Increased
75
Reduced
210
Closed
13
Top Buys
| 1 |
ONE Gas
OGS
|
$38.9M |
| 2 |
Cheesecake Factory
CAKE
|
$34.2M |
| 3 |
Visa
V
|
$24.5M |
| 4 |
Flowers Foods
FLO
|
$24.1M |
| 5 |
Artisan Partners
APAM
|
$22.6M |
Top Sells
| 1 |
Fortinet
FTNT
|
$41.3M |
| 2 |
Columbia Sportswear
COLM
|
$37.6M |
| 3 |
IBM
IBM
|
$31M |
| 4 |
VIVO
Meridian Bioscience Inc
VIVO
|
$25M |
| 5 |
LTM
LIFE TIME FITNESS INC
LTM
|
$24.9M |
Sector Composition
| 1 | Financials | 17.16% |
| 2 | Technology | 16.09% |
| 3 | Industrials | 13.66% |
| 4 | Healthcare | 11.16% |
| 5 | Consumer Discretionary | 10.48% |
