BTW

Boston Trust Walden Portfolio holdings

AUM $14B
1-Year Est. Return 12.58%
This Quarter Est. Return
1 Year Est. Return
+12.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.7B
AUM Growth
-$564M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1 +$54.1M
2 +$51.3M
3 +$38.4M
4
NTAP icon
NetApp
NTAP
+$38.4M
5
AMZN icon
Amazon
AMZN
+$35.6M

Top Sells

1 +$51.3M
2 +$47.8M
3 +$35.9M
4
FLO icon
Flowers Foods
FLO
+$29.9M
5
PKG icon
Packaging Corp of America
PKG
+$29.5M

Sector Composition

1 Technology 22.64%
2 Financials 16.75%
3 Healthcare 14.64%
4 Industrials 13.63%
5 Consumer Discretionary 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FIX icon
351
Comfort Systems
FIX
$29.6B
$282K ﹤0.01%
875
VGT icon
352
Vanguard Information Technology ETF
VGT
$108B
$279K ﹤0.01%
515
BN icon
353
Brookfield
BN
$98.8B
$273K ﹤0.01%
5,214
INGR icon
354
Ingredion
INGR
$7.73B
$267K ﹤0.01%
1,972
-55
SCHF icon
355
Schwab International Equity ETF
SCHF
$52.3B
$263K ﹤0.01%
13,272
USMV icon
356
iShares MSCI USA Min Vol Factor ETF
USMV
$23.2B
$259K ﹤0.01%
2,767
FAST icon
357
Fastenal
FAST
$48.2B
$259K ﹤0.01%
6,672
+1,000
SOLV icon
358
Solventum
SOLV
$12.4B
$256K ﹤0.01%
3,370
-250
WST icon
359
West Pharmaceutical
WST
$19.2B
$249K ﹤0.01%
1,110
+50
NVS icon
360
Novartis
NVS
$253B
$239K ﹤0.01%
2,140
-65
XEL icon
361
Xcel Energy
XEL
$48B
$237K ﹤0.01%
3,347
ALL icon
362
Allstate
ALL
$51.4B
$237K ﹤0.01%
1,144
IEMG icon
363
iShares Core MSCI Emerging Markets ETF
IEMG
$112B
$237K ﹤0.01%
4,385
+245
TRMB icon
364
Trimble
TRMB
$18.5B
$234K ﹤0.01%
3,560
CI icon
365
Cigna
CI
$77.7B
$233K ﹤0.01%
+707
K icon
366
Kellanova
K
$28.8B
$223K ﹤0.01%
2,700
STZ icon
367
Constellation Brands
STZ
$24.4B
$220K ﹤0.01%
1,200
BEN icon
368
Franklin Resources
BEN
$11.5B
$212K ﹤0.01%
11,000
IWF icon
369
iShares Russell 1000 Growth ETF
IWF
$122B
$208K ﹤0.01%
575
VFC icon
370
VF Corp
VFC
$5.54B
$181K ﹤0.01%
11,660
-636
BRKL
371
DELISTED
Brookline Bancorp
BRKL
$158K ﹤0.01%
14,500
STKL
372
SunOpta
STKL
$661M
$107K ﹤0.01%
22,000
ANET icon
373
Arista Networks
ANET
$184B
-2,188
ARE icon
374
Alexandria Real Estate Equities
ARE
$12.8B
-2,855
ATKR icon
375
Atkore
ATKR
$2.23B
-272,939