BTW
Boston Trust Walden Portfolio holdings
AUM
$14B
1-Year Return
12.58%
This Quarter Return
-3.92%
1 Year Return
+12.58%
3 Year Return
+52.97%
5 Year Return
+115.22%
10 Year Return
+284.47%
AUM
$10.1B
AUM Growth
-$488M
(-4.6%)
Cap. Flow
+$13.8M
Cap. Flow
% of AUM
0.14%
Top 10 Holdings %
Top 10 Hldgs %
18.29%
Holding
372
New
5
Increased
153
Reduced
133
Closed
17
Top Buys
| 1 |
Cable One
CABO
|
$42.1M |
| 2 |
Bank of Hawaii
BOH
|
$25.6M |
| 3 |
Commerce Bancshares
CBSH
|
$20.6M |
| 4 |
IDEX
IEX
|
$16.9M |
| 5 |
UMB Financial
UMBF
|
$15.3M |
Top Sells
| 1 |
Eversource Energy
ES
|
$33.1M |
| 2 |
Medtronic
MDT
|
$29.3M |
| 3 |
Brown & Brown
BRO
|
$23.6M |
| 4 |
The Ensign Group
ENSG
|
$23.2M |
| 5 |
Church & Dwight Co
CHD
|
$21.8M |
Sector Composition
| 1 | Technology | 19.09% |
| 2 | Healthcare | 16.43% |
| 3 | Financials | 16.32% |
| 4 | Industrials | 15.03% |
| 5 | Consumer Discretionary | 9.21% |
