BTW

Boston Trust Walden Portfolio holdings

AUM $12.2B
1-Year Est. Return 12.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.45%
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
+$68.3M
2
+$57.8M
3
+$54.5M
4
GDDY icon
GoDaddy
GDDY
+$47M
5
FTNT icon
Fortinet
FTNT
+$32.4M

Top Sells

1
+$52.5M
2
+$51.9M
3
+$51.4M
4
NTRS icon
Northern Trust
NTRS
+$42.6M
5
MSFT icon
Microsoft
MSFT
+$41.8M

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
351
$384K ﹤0.01%
645
352
$376K ﹤0.01%
3,048
-304,102
353
$365K ﹤0.01%
+4,561
354
$358K ﹤0.01%
5,490
355
$358K ﹤0.01%
7,821
356
$349K ﹤0.01%
5,045
357
$341K ﹤0.01%
4,060
358
$338K ﹤0.01%
3,698
359
$327K ﹤0.01%
6,672
360
$316K ﹤0.01%
1,873
+71
361
$312K ﹤0.01%
2,204
+108
362
$291K ﹤0.01%
+1,144
363
$287K ﹤0.01%
1,400
364
$281K ﹤0.01%
2,585
365
$275K ﹤0.01%
3,500
366
$274K ﹤0.01%
2,140
367
$274K ﹤0.01%
1,975
368
$270K ﹤0.01%
3,347
369
$269K ﹤0.01%
575
370
$263K ﹤0.01%
2,767
371
$262K ﹤0.01%
+1,960
372
$258K ﹤0.01%
900
373
$254K ﹤0.01%
11,000
374
$250K ﹤0.01%
1,400
375
$246K ﹤0.01%
1,144
13 14
15
16 17