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
$13.5B
AUM Growth
-$537M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1 +$56.5M
2 +$38.9M
3 +$26.2M
4
ATKR icon
Atkore
ATKR
+$23.3M
5
HALO icon
Halozyme
HALO
+$23.2M

Top Sells

1 +$44.9M
2 +$35.4M
3 +$31.5M
4
SLB icon
SLB Limited
SLB
+$30.1M
5
AAPL icon
Apple
AAPL
+$28.6M

Sector Composition

1 Technology 24.52%
2 Financials 14.32%
3 Healthcare 14.05%
4 Industrials 13.81%
5 Consumer Discretionary 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$201K ﹤0.01%
3,600
377
$157K ﹤0.01%
11,660
378
$121K ﹤0.01%
14,500
379
-3,000
380
-816
381
-201,000
382
-5,856
383
-363
384
-800
385
-990,552