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
CABO icon
376
Cable One
CABO
$897M
-62,152
CDW icon
377
CDW
CDW
$19.8B
-1,211
CMA icon
378
Comerica
CMA
$9.42B
-3,300
CRI icon
379
Carter's
CRI
$1.11B
-512,211
DELL icon
380
Dell
DELL
$101B
-2,026
EG icon
381
Everest Group
EG
$14.3B
-1,000
GMED icon
382
Globus Medical
GMED
$7.91B
-619,652
IPG icon
383
Interpublic Group of Companies
IPG
$9.65B
-947,360
ITT icon
384
ITT
ITT
$13.3B
-1,400
PAA icon
385
Plains All American Pipeline
PAA
$11.2B
-17,500
ROK icon
386
Rockwell Automation
ROK
$39.1B
-28,111
SABR icon
387
Sabre
SABR
$706M
-17,000
SHEL icon
388
Shell
SHEL
$206B
-3,748
TREX icon
389
Trex
TREX
$5.47B
-3,000