BTW

Boston Trust Walden Portfolio holdings

AUM $12.2B
1-Year Est. Return 12.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.6B
AUM Growth
-$390M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$68.3M
2
+$57.8M
3
+$54.5M
4
GDDY icon
GoDaddy
GDDY
+$47M
5
FTNT icon
Fortinet
FTNT
+$32.4M

Top Sells

1
+$52.5M
2
+$51.9M
3
+$51.4M
4
NTRS icon
Northern Trust
NTRS
+$42.6M
5
MSFT icon
Microsoft
MSFT
+$41.8M

Sector Composition

1 Technology 25.47%
2 Financials 15.29%
3 Industrials 14.96%
4 Healthcare 12.66%
5 Consumer Discretionary 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$532K ﹤0.01%
7,980
+7
327
$527K ﹤0.01%
7,391
328
$521K ﹤0.01%
4,216
+166
329
$492K ﹤0.01%
7,467
+1,710
330
$491K ﹤0.01%
7,500
331
$480K ﹤0.01%
1,386
-288
332
$476K ﹤0.01%
1,127
333
$457K ﹤0.01%
+4,281
334
$456K ﹤0.01%
19,583
+6,311
335
$454K ﹤0.01%
7,075
336
$453K ﹤0.01%
7,433
337
$436K ﹤0.01%
2,143
+32
338
$436K ﹤0.01%
4,765
+243
339
$432K ﹤0.01%
5,400
340
$427K ﹤0.01%
3,200
341
$424K ﹤0.01%
3,894
+320
342
$417K ﹤0.01%
3,638
+80
343
$414K ﹤0.01%
+2,935
344
$411K ﹤0.01%
14,567
345
$411K ﹤0.01%
+6,400
346
$405K ﹤0.01%
14,957
-200
347
$400K ﹤0.01%
+3,760
348
$398K ﹤0.01%
3,218
+300
349
$395K ﹤0.01%
1,200
350
$385K ﹤0.01%
4,120
12 13
14
15 16