BTW
Boston Trust Walden Portfolio holdings
AUM
$14B
This Quarter Return
+4.47%
1 Year Return
+12.58%
3 Year Return
+52.97%
5 Year Return
+115.22%
10 Year Return
+284.47%
AUM
$6.07B
AUM Growth
+$6.07B
(+3.6%)
Cap. Flow
+$45M
Cap. Flow
% of AUM
0.74%
Top 10 Holdings %
Top 10 Hldgs %
14.1%
Holding
353
New
8
Increased
110
Reduced
180
Closed
11
Top Buys
| 1 |
Ryman Hospitality Properties
RHP
|
$20M |
| 2 |
Williams-Sonoma
WSM
|
$19.1M |
| 3 |
Northern Trust
NTRS
|
$15.6M |
| 4 |
PRXL
Parexel International Corp
PRXL
|
$14.5M |
| 5 |
Church & Dwight Co
CHD
|
$14.1M |
Top Sells
| 1 |
ESRX
Express Scripts Holding Company
ESRX
|
$26.3M |
| 2 |
Wells Fargo
WFC
|
$22.9M |
| 3 |
Abbott
ABT
|
$20.7M |
| 4 |
MarketAxess Holdings
MKTX
|
$17.9M |
| 5 |
VSI
Vitamin Shoppe Inc.
VSI
|
$15.1M |
Sector Composition
| 1 | Financials | 16.67% |
| 2 | Healthcare | 15.39% |
| 3 | Technology | 15.1% |
| 4 | Industrials | 13.7% |
| 5 | Consumer Discretionary | 10.07% |