BTW

Boston Trust Walden Portfolio holdings

AUM $14B
1-Year Return 12.58%
This Quarter Return
+11.22%
1 Year Return
+12.58%
3 Year Return
+52.97%
5 Year Return
+115.22%
10 Year Return
+284.47%
AUM
$12.5B
AUM Growth
+$1.16B
Cap. Flow
+$9.56M
Cap. Flow %
0.08%
Top 10 Hldgs %
19.95%
Holding
403
New
16
Increased
164
Reduced
147
Closed
13

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 Shares
Change %
Capital Flow
VCSH icon
326
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.3B
$508K ﹤0.01%
6,247
OTIS icon
327
Otis Worldwide
OTIS
$33.8B
$507K ﹤0.01%
5,828
+398
+7% +$34.6K
SCHP icon
328
Schwab US TIPS ETF
SCHP
$13.9B
$484K ﹤0.01%
+15,392
New +$484K
SMFG icon
329
Sumitomo Mitsui Financial
SMFG
$106B
$482K ﹤0.01%
71,000
-700
-1% -$4.75K
MCHP icon
330
Microchip Technology
MCHP
$34.7B
$479K ﹤0.01%
5,500
COLD icon
331
Americold
COLD
$3.92B
$475K ﹤0.01%
+14,500
New +$475K
BSX icon
332
Boston Scientific
BSX
$160B
$474K ﹤0.01%
11,150
+1,000
+10% +$42.5K
VT icon
333
Vanguard Total World Stock ETF
VT
$51.6B
$454K ﹤0.01%
4,225
DUK icon
334
Duke Energy
DUK
$93.8B
$450K ﹤0.01%
4,288
+763
+22% +$80.1K
SCHW icon
335
Charles Schwab
SCHW
$176B
$443K ﹤0.01%
5,270
WFC icon
336
Wells Fargo
WFC
$262B
$442K ﹤0.01%
9,209
+825
+10% +$39.6K
ROP icon
337
Roper Technologies
ROP
$56.6B
$438K ﹤0.01%
891
-900
-50% -$442K
CRM icon
338
Salesforce
CRM
$231B
$436K ﹤0.01%
1,717
+280
+19% +$71.1K
IEFA icon
339
iShares Core MSCI EAFE ETF
IEFA
$149B
$425K ﹤0.01%
5,688
+1,390
+32% +$104K
UGI icon
340
UGI
UGI
$7.34B
$425K ﹤0.01%
9,250
NICE icon
341
Nice
NICE
$8.61B
$419K ﹤0.01%
1,380
-25
-2% -$7.59K
TRV icon
342
Travelers Companies
TRV
$62.8B
$418K ﹤0.01%
2,673
+463
+21% +$72.4K
MCK icon
343
McKesson
MCK
$86.2B
$414K ﹤0.01%
1,666
+458
+38% +$114K
AEP icon
344
American Electric Power
AEP
$58B
$405K ﹤0.01%
4,556
+640
+16% +$56.9K
XYL icon
345
Xylem
XYL
$34.2B
$397K ﹤0.01%
3,311
+295
+10% +$35.4K
NVDA icon
346
NVIDIA
NVDA
$4.15T
$382K ﹤0.01%
13,000
+2,800
+27% +$82.3K
BEN icon
347
Franklin Resources
BEN
$13.3B
$368K ﹤0.01%
11,000
K icon
348
Kellanova
K
$27.7B
$367K ﹤0.01%
6,071
TXN icon
349
Texas Instruments
TXN
$170B
$362K ﹤0.01%
1,922
GNTX icon
350
Gentex
GNTX
$6.16B
$351K ﹤0.01%
10,072