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
$12.5B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$39.8M
2
+$27.2M
3
+$26.9M
4
CARG icon
CarGurus
CARG
+$19.9M
5
PINC
Premier
PINC
+$18.2M

Top Sells

1
+$72.9M
2
+$65.5M
3
+$42.4M
4
INTU icon
Intuit
INTU
+$36.8M
5
INTC icon
Intel
INTC
+$22.9M

Sector Composition

1 Technology 20.57%
2 Financials 16.5%
3 Healthcare 15.15%
4 Industrials 14.48%
5 Consumer Discretionary 10.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$348K ﹤0.01%
21,500
352
$347K ﹤0.01%
+3,033
353
$334K ﹤0.01%
2,881
+675
354
$321K ﹤0.01%
9,505
+583
355
$317K ﹤0.01%
1,833
356
$315K ﹤0.01%
5,400
357
$314K ﹤0.01%
3,600
358
$311K ﹤0.01%
+5,490
359
$307K ﹤0.01%
3,530
360
$300K ﹤0.01%
5,677
361
$299K ﹤0.01%
3,251
-2
362
$298K ﹤0.01%
1,200
363
$297K ﹤0.01%
5,814
+224
364
$291K ﹤0.01%
7,845
365
$291K ﹤0.01%
1,743
366
$281K ﹤0.01%
959
367
$267K ﹤0.01%
3,185
-50
368
$264K ﹤0.01%
1,200
-33
369
$258K ﹤0.01%
13,272
370
$256K ﹤0.01%
1,491
371
$252K ﹤0.01%
896
-33
372
$252K ﹤0.01%
2,341
-59
373
$247K ﹤0.01%
4,250
-100
374
$239K ﹤0.01%
816
375
$238K ﹤0.01%
2,423
13 14
15
16 17