BTW
Boston Trust Walden Portfolio holdings
AUM
$13.6B
1-Year Est. Return
9.11%
1 Year Est. Return
+9.11%
AUM
$14B
AUM Growth
+$333M
(+2.4%)
Holding
384
Top Buys
| 1 | +$29.3M | |
| 2 | +$27.6M | |
| 3 | +$26M | |
| 4 |
Jazz Pharmaceuticals
JAZZ
|
+$24.4M |
| 5 |
American Express
AXP
|
+$23M |
Top Sells
| 1 | +$34.4M | |
| 2 | +$29.7M | |
| 3 | +$29.3M | |
| 4 |
UnitedHealth
UNH
|
+$28.3M |
| 5 |
Toro Company
TTC
|
+$24.6M |
Sector Composition
| 1 | Technology | 24.83% |
| 2 | Financials | 17.15% |
| 3 | Industrials | 14.26% |
| 4 | Healthcare | 12.8% |
| 5 | Consumer Discretionary | 9.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
376
Electronic Arts
EA
$51.2B
| – | – |
-52,600
|
|
||
377
Helmerich & Payne
HP
$2.74B
| – | – |
-836,173
|
|
||
378
Insperity
NSP
$1.45B
| – | – |
-220,467
|
|
||
379
Shutterstock
SSTK
$649M
| – | – |
-557,583
|
|
||
|
STKL
380
SunOpta
STKL
$447M
| – | – |
-22,000
|
|
||
381
Constellation Brands
STZ
$24.3B
| – | – |
-1,200
|
|
||
382
Teleflex
TFX
$5.43B
| – | – |
-131,364
|
|
||
383
Trimble
TRMB
$19.1B
| – | – |
-3,560
|
|
||
384
West Pharmaceutical
WST
$19.7B
| – | – |
-1,110
|
|