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
$12.5B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$39.8M
2
+$27.2M
3
+$26.9M
4
CARG icon
CarGurus
CARG
+$19.9M
5
PINC
Premier
PINC
+$18.2M

Top Sells

1
+$72.9M
2
+$65.5M
3
+$42.4M
4
INTU icon
Intuit
INTU
+$36.8M
5
INTC icon
Intel
INTC
+$22.9M

Sector Composition

1 Technology 20.57%
2 Financials 16.5%
3 Healthcare 15.15%
4 Industrials 14.48%
5 Consumer Discretionary 10.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$508K ﹤0.01%
6,247
327
$507K ﹤0.01%
5,828
+398
328
$484K ﹤0.01%
+15,392
329
$482K ﹤0.01%
71,000
-700
330
$479K ﹤0.01%
5,500
331
$475K ﹤0.01%
+14,500
332
$474K ﹤0.01%
11,150
+1,000
333
$454K ﹤0.01%
4,225
334
$450K ﹤0.01%
4,288
+763
335
$443K ﹤0.01%
5,270
336
$442K ﹤0.01%
9,209
+825
337
$438K ﹤0.01%
891
-900
338
$436K ﹤0.01%
1,717
+280
339
$425K ﹤0.01%
5,688
+1,390
340
$425K ﹤0.01%
9,250
341
$419K ﹤0.01%
1,380
-25
342
$418K ﹤0.01%
2,673
+463
343
$414K ﹤0.01%
1,666
+458
344
$405K ﹤0.01%
4,556
+640
345
$397K ﹤0.01%
3,311
+295
346
$382K ﹤0.01%
13,000
+2,800
347
$368K ﹤0.01%
11,000
348
$367K ﹤0.01%
6,071
349
$362K ﹤0.01%
1,922
350
$351K ﹤0.01%
10,072
12 13
14
15 16