BTW
Boston Trust Walden Portfolio holdings
AUM
$13.6B
1-Year Est. Return
9.11%
1 Year Est. Return
+9.11%
AUM
$13.6B
AUM Growth
-$390M
(-2.8%)
Holding
403
Top Buys
| 1 | +$67.9M | |
| 2 | +$58.2M | |
| 3 | +$41.8M | |
| 4 |
Sprouts Farmers Market
SFM
|
+$40.8M |
| 5 |
Fortinet
FTNT
|
+$30.5M |
Top Sells
| 1 | +$56.5M | |
| 2 | +$55.6M | |
| 3 | +$51.5M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$46.8M |
| 5 |
Northern Trust
NTRS
|
+$44.5M |
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 | |
|---|---|---|---|---|---|---|
401
Independent Bank
INDB
$3.57B
| – | – |
-584,985
|
|
||
402
InMode
INMD
$901M
| – | – |
-1,318,853
|
|
||
403
Minerals Technologies
MTX
$1.83B
| – | – |
-659,583
|
|