BTW
Boston Trust Walden Portfolio holdings
AUM
$14B
1-Year Return
12.58%
This Quarter Return
-2.42%
1 Year Return
+12.58%
3 Year Return
+52.97%
5 Year Return
+115.22%
10 Year Return
+284.47%
AUM
$11.9B
AUM Growth
-$261M
(-2.1%)
Cap. Flow
+$178M
Cap. Flow
% of AUM
1.49%
Top 10 Holdings %
Top 10 Hldgs %
18.7%
Holding
372
New
5
Increased
150
Reduced
118
Closed
12
Top Buys
| 1 |
Commerce Bancshares
CBSH
|
$29.3M |
| 2 |
CPE
Callon Petroleum Company
CPE
|
$27.9M |
| 3 |
Donnelley Financial Solutions
DFIN
|
$25.8M |
| 4 |
Williams-Sonoma
WSM
|
$21.8M |
| 5 |
Sprouts Farmers Market
SFM
|
$21.6M |
Top Sells
| 1 |
Masco
MAS
|
$50.7M |
| 2 |
Premier
PINC
|
$48M |
| 3 |
TopBuild
BLD
|
$16M |
| 4 |
Steris
STE
|
$14.4M |
| 5 |
Broadridge
BR
|
$12.8M |
Sector Composition
| 1 | Technology | 21.8% |
| 2 | Healthcare | 16.07% |
| 3 | Financials | 14.32% |
| 4 | Industrials | 14.21% |
| 5 | Consumer Discretionary | 9.54% |
