BTW

Boston Trust Walden Portfolio holdings

AUM $13.2B
1-Year Est. Return 11.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.2B
AUM Growth
-$380M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$53.8M
2
+$41.3M
3
+$40.4M
4
CVLT icon
Commault Systems
CVLT
+$34.6M
5
BMI icon
Badger Meter
BMI
+$32M

Top Sells

1
+$51.5M
2
+$32.3M
3
+$31M
4
TDC icon
Teradata
TDC
+$30.8M
5
TER icon
Teradyne
TER
+$27.4M

Sector Composition

1 Technology 24.85%
2 Industrials 15.21%
3 Financials 14.88%
4 Healthcare 13.51%
5 Consumer Discretionary 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LRGF icon
351
iShares US Equity Factor ETF
LRGF
$3.09B
$350K ﹤0.01%
5,045
SNPS icon
352
Synopsys
SNPS
$79.2B
$349K ﹤0.01%
743
-1,704
LRCX icon
353
Lam Research
LRCX
$292B
$336K ﹤0.01%
1,960
OTIS icon
354
Otis Worldwide
OTIS
$36B
$323K ﹤0.01%
3,698
ICE icon
355
Intercontinental Exchange
ICE
$93.2B
$303K ﹤0.01%
1,873
NVS icon
356
Novartis
NVS
$322B
$289K ﹤0.01%
2,096
-44
WMS icon
357
Advanced Drainage Systems
WMS
$13.3B
$286K ﹤0.01%
1,975
IWF icon
358
iShares Russell 1000 Growth ETF
IWF
$117B
$272K ﹤0.01%
575
FISV
359
Fiserv Inc
FISV
$33.5B
$271K ﹤0.01%
4,035
-2,411
BEN icon
360
Franklin Resources
BEN
$13.8B
$263K ﹤0.01%
11,000
DELL icon
361
Dell
DELL
$98.1B
$261K ﹤0.01%
2,077
-127
USMV icon
362
iShares MSCI USA Min Vol Factor ETF
USMV
$23.7B
$261K ﹤0.01%
2,767
SJM icon
363
J.M. Smucker
SJM
$12.4B
$253K ﹤0.01%
2,585
FAST icon
364
Fastenal
FAST
$52.9B
$252K ﹤0.01%
6,272
-400
XEL icon
365
Xcel Energy
XEL
$49.3B
$247K ﹤0.01%
3,347
CMA
366
DELISTED
Comerica
CMA
$243K ﹤0.01%
+2,800
ITT icon
367
ITT
ITT
$17.4B
$243K ﹤0.01%
1,400
MANH icon
368
Manhattan Associates
MANH
$8.11B
$243K ﹤0.01%
1,400
ALL icon
369
Allstate
ALL
$55.8B
$238K ﹤0.01%
1,144
ENSG icon
370
The Ensign Group
ENSG
$12.4B
$235K ﹤0.01%
1,350
VGSH icon
371
Vanguard Short-Term Treasury ETF
VGSH
$27.2B
$231K ﹤0.01%
3,931
MLM icon
372
Martin Marietta Materials
MLM
$40.8B
$226K ﹤0.01%
363
INGR icon
373
Ingredion
INGR
$7.39B
$225K ﹤0.01%
2,041
-134,874
VB icon
374
Vanguard Small-Cap ETF
VB
$73.8B
$221K ﹤0.01%
856
-288
VRTX icon
375
Vertex Pharmaceuticals
VRTX
$126B
$220K ﹤0.01%
+485
13 14
15
16 17