BTW
Boston Trust Walden Portfolio holdings
AUM
$14B
1-Year Return
12.58%
This Quarter Return
+12.16%
1 Year Return
+12.58%
3 Year Return
+52.97%
5 Year Return
+115.22%
10 Year Return
+284.47%
AUM
$11.4B
AUM Growth
+$1.28B
(+13%)
Cap. Flow
+$189M
Cap. Flow
% of AUM
1.66%
Top 10 Holdings %
Top 10 Hldgs %
17.01%
Holding
369
New
14
Increased
138
Reduced
152
Closed
7
Top Buys
| 1 |
BJs Wholesale Club
BJ
|
$48.1M |
| 2 |
Littelfuse
LFUS
|
$25.2M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$23.6M |
| 4 |
International Bancshares
IBOC
|
$23M |
| 5 |
Chubb
CB
|
$17.7M |
Top Sells
| 1 |
Medpace
MEDP
|
$32.2M |
| 2 |
Moody's
MCO
|
$22.6M |
| 3 |
Apple
AAPL
|
$21.3M |
| 4 |
Manhattan Associates
MANH
|
$20.6M |
| 5 |
Chesapeake Utilities
CPK
|
$18.7M |
Sector Composition
| 1 | Technology | 17.69% |
| 2 | Healthcare | 17.31% |
| 3 | Financials | 16.14% |
| 4 | Industrials | 14.89% |
| 5 | Consumer Discretionary | 9.51% |
