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
$13.5B
AUM Growth
-$537M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$56.5M
2
+$38.9M
3
+$26.2M
4
ATKR icon
Atkore
ATKR
+$23.3M
5
HALO icon
Halozyme
HALO
+$23.2M

Top Sells

1
+$44.9M
2
+$35.4M
3
+$31.5M
4
SLB icon
SLB Ltd
SLB
+$30.1M
5
AAPL icon
Apple
AAPL
+$28.6M

Sector Composition

1 Technology 24.52%
2 Financials 14.32%
3 Healthcare 14.05%
4 Industrials 13.81%
5 Consumer Discretionary 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$454K ﹤0.01%
1,379
327
$436K ﹤0.01%
3,725
+50
328
$425K ﹤0.01%
5,455
+55
329
$417K ﹤0.01%
2,053
+25
330
$404K ﹤0.01%
4,198
331
$400K ﹤0.01%
3,558
332
$397K ﹤0.01%
505
+6
333
$379K ﹤0.01%
4,522
334
$377K ﹤0.01%
787
-50
335
$373K ﹤0.01%
7,500
336
$366K ﹤0.01%
1,110
-100
337
$360K ﹤0.01%
7,281
-610
338
$345K ﹤0.01%
645
339
$342K ﹤0.01%
3,400
-977
340
$324K ﹤0.01%
16,939
-2,400
341
$324K ﹤0.01%
3,033
342
$321K ﹤0.01%
18,000
343
$321K ﹤0.01%
5,490
344
$312K ﹤0.01%
1,213
-287
345
$299K ﹤0.01%
2,984
346
$297K ﹤0.01%
515
347
$293K ﹤0.01%
4,567
-1,830
348
$289K ﹤0.01%
11,590
-7,450
349
$285K ﹤0.01%
5,120
350
$283K ﹤0.01%
6,100
-200
12 13
14
15 16