BTW
Boston Trust Walden Portfolio holdings
AUM $13.7B
AUM
$13.7B
AUM Growth
-$564M (-4%)
Cap. Flow
+$35.1M
Cap. Flow % of AUM
0.26%
Top 10 Holdings %Top 10 Hldgs %
17.45%
Holding
389
New
10
Increased
96
Reduced
194
Closed
17
Top Buys
| 1 | $54.1M | |
| 2 | $51.3M | |
| 3 | $38.4M | |
| 4 | $38.4M | |
| 5 | $35.6M |
Top Sells
| 1 | $47.8M | |
| 2 | $35.9M | |
| 3 | $29.9M | |
| 4 | $29.5M | |
| 5 | $26.8M |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -1,000 | Closed | – | |||
| $0 | 0% | 0 -619,652 | Closed | – | |||
| $0 | 0% | 0 -947,360 | Closed | – | |||
| $0 | 0% | 0 -1,400 | Closed | – | |||
| $0 | 0% | 0 -17,500 | Closed | – | |||
| $0 | 0% | 0 -28,111 | Closed | – | |||
| $0 | 0% | 0 -17,000 | Closed | – | |||
| $0 | 0% | 0 -3,748 | Closed | – | |||
| $0 | 0% | 0 -3,000 | Closed | – | |||
| $0 | 0% | 0 -2,188 | Closed | – | |||
| $0 | 0% | 0 -2,855 | Closed | – | |||
| $0 | 0% | 0 -272,939 | Closed | – | |||
| $0 | 0% | 0 -62,152 | Closed | – | |||
| $0 | 0% | 0 -1,211 | Closed | – |
