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
$13.6B
AUM Growth
-$390M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1 +$67.9M
2 +$58.2M
3 +$41.8M
4
SFM icon
Sprouts Farmers Market
SFM
+$40.8M
5
FTNT icon
Fortinet
FTNT
+$30.5M

Top Sells

1 +$56.5M
2 +$55.6M
3 +$51.5M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$46.8M
5
NTRS icon
Northern Trust
NTRS
+$44.5M

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
MDY icon
351
SPDR S&P MidCap 400 ETF Trust
MDY
$25.2B
$384K ﹤0.01%
645
CLX icon
352
Clorox
CLX
$13.6B
$376K ﹤0.01%
3,048
-304,102
VCSH icon
353
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.2B
$365K ﹤0.01%
+4,561
IJH icon
354
iShares Core S&P Mid-Cap ETF
IJH
$108B
$358K ﹤0.01%
5,490
BN icon
355
Brookfield
BN
$106B
$358K ﹤0.01%
7,821
LRGF icon
356
iShares US Equity Factor ETF
LRGF
$3.05B
$349K ﹤0.01%
5,045
VCIT icon
357
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$59.8B
$341K ﹤0.01%
4,060
OTIS icon
358
Otis Worldwide
OTIS
$35.1B
$338K ﹤0.01%
3,698
FAST icon
359
Fastenal
FAST
$48.7B
$327K ﹤0.01%
6,672
ICE icon
360
Intercontinental Exchange
ICE
$98.6B
$316K ﹤0.01%
1,873
+71
DELL icon
361
Dell
DELL
$78.7B
$312K ﹤0.01%
2,204
+108
VB icon
362
Vanguard Small-Cap ETF
VB
$73.1B
$291K ﹤0.01%
+1,144
MANH icon
363
Manhattan Associates
MANH
$10.5B
$287K ﹤0.01%
1,400
SJM icon
364
J.M. Smucker
SJM
$11.1B
$281K ﹤0.01%
2,585
AIG icon
365
American International
AIG
$39.4B
$275K ﹤0.01%
3,500
NVS icon
366
Novartis
NVS
$280B
$274K ﹤0.01%
2,140
WMS icon
367
Advanced Drainage Systems
WMS
$12.2B
$274K ﹤0.01%
1,975
XEL icon
368
Xcel Energy
XEL
$45.1B
$270K ﹤0.01%
3,347
IWF icon
369
iShares Russell 1000 Growth ETF
IWF
$123B
$269K ﹤0.01%
575
USMV icon
370
iShares MSCI USA Min Vol Factor ETF
USMV
$23.1B
$263K ﹤0.01%
2,767
LRCX icon
371
Lam Research
LRCX
$262B
$262K ﹤0.01%
+1,960
LH icon
372
Labcorp
LH
$21.7B
$258K ﹤0.01%
900
BEN icon
373
Franklin Resources
BEN
$13.4B
$254K ﹤0.01%
11,000
ITT icon
374
ITT
ITT
$15.6B
$250K ﹤0.01%
1,400
ALL icon
375
Allstate
ALL
$51.3B
$246K ﹤0.01%
1,144