BTW

Boston Trust Walden Portfolio holdings

AUM $14B
1-Year Return 12.58%
This Quarter Return
+11.22%
1 Year Return
+12.58%
3 Year Return
+52.97%
5 Year Return
+115.22%
10 Year Return
+284.47%
AUM
$12.5B
AUM Growth
+$1.16B
Cap. Flow
+$9.56M
Cap. Flow %
0.08%
Top 10 Hldgs %
19.95%
Holding
403
New
16
Increased
164
Reduced
147
Closed
13

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 Shares
Change %
Capital Flow
BRKL
351
DELISTED
Brookline Bancorp
BRKL
$348K ﹤0.01%
21,500
IJR icon
352
iShares Core S&P Small-Cap ETF
IJR
$85.1B
$347K ﹤0.01%
+3,033
New +$347K
VNQ icon
353
Vanguard Real Estate ETF
VNQ
$34.1B
$334K ﹤0.01%
2,881
+675
+31% +$78.3K
DD icon
354
DuPont de Nemours
DD
$32B
$321K ﹤0.01%
3,977
+244
+7% +$19.7K
ETN icon
355
Eaton
ETN
$135B
$317K ﹤0.01%
1,833
AZN icon
356
AstraZeneca
AZN
$254B
$315K ﹤0.01%
5,400
TRMB icon
357
Trimble
TRMB
$18.8B
$314K ﹤0.01%
3,600
IJH icon
358
iShares Core S&P Mid-Cap ETF
IJH
$100B
$311K ﹤0.01%
+5,490
New +$311K
XLK icon
359
Technology Select Sector SPDR Fund
XLK
$83.5B
$307K ﹤0.01%
1,765
VMBS icon
360
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.7B
$300K ﹤0.01%
5,677
WAB icon
361
Wabtec
WAB
$32.8B
$299K ﹤0.01%
3,251
-2
-0.1% -$184
CSL icon
362
Carlisle Companies
CSL
$16.4B
$298K ﹤0.01%
1,200
VEA icon
363
Vanguard FTSE Developed Markets ETF
VEA
$170B
$297K ﹤0.01%
5,814
+224
+4% +$11.4K
JEF icon
364
Jefferies Financial Group
JEF
$13.4B
$291K ﹤0.01%
7,845
WM icon
365
Waste Management
WM
$90.6B
$291K ﹤0.01%
1,743
AMT icon
366
American Tower
AMT
$91B
$281K ﹤0.01%
959
BRKR icon
367
Bruker
BRKR
$4.48B
$267K ﹤0.01%
3,185
-50
-2% -$4.19K
VRTX icon
368
Vertex Pharmaceuticals
VRTX
$101B
$264K ﹤0.01%
1,200
-33
-3% -$7.26K
SCHF icon
369
Schwab International Equity ETF
SCHF
$50.1B
$258K ﹤0.01%
13,272
VIG icon
370
Vanguard Dividend Appreciation ETF
VIG
$95.5B
$256K ﹤0.01%
1,491
ADSK icon
371
Autodesk
ADSK
$67.3B
$252K ﹤0.01%
896
-33
-4% -$9.28K
HZNP
372
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
$252K ﹤0.01%
2,341
-59
-2% -$6.35K
BK icon
373
Bank of New York Mellon
BK
$74.4B
$247K ﹤0.01%
4,250
-100
-2% -$5.81K
EFX icon
374
Equifax
EFX
$29.5B
$239K ﹤0.01%
816
MS icon
375
Morgan Stanley
MS
$239B
$238K ﹤0.01%
2,423