BTW
Boston Trust Walden Portfolio holdings
AUM
$13.2B
1-Year Est. Return
11.8%
This Fund
S&P 500
1 Year Est. Return
+11.8%
AUM
$13.6B
AUM Growth
-$390M
(-2.8%)
Holding
403
Top Buys
| 1 | +$68.3M | |
| 2 | +$57.8M | |
| 3 | +$54.5M | |
| 4 |
GoDaddy
GDDY
|
+$47M |
| 5 |
Fortinet
FTNT
|
+$32.4M |
Top Sells
| 1 | +$52.5M | |
| 2 | +$51.9M | |
| 3 | +$51.4M | |
| 4 |
Northern Trust
NTRS
|
+$42.6M |
| 5 |
Microsoft
MSFT
|
+$41.8M |
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
InMode
INMD
$858M
| – | – |
-1,318,853
|
|
||
402
Minerals Technologies
MTX
$2.12B
| – | – |
-659,583
|
|
||
403
Vertex Pharmaceuticals
VRTX
$119B
| – | – |
-485
|
|