BTW

Boston Trust Walden Portfolio holdings

AUM $13.7B
AUM
$13.7B
AUM Growth
-$564M
Cap. Flow
+$35.1M
Cap. Flow %
0.26%
Top 10 Hldgs %
17.45%
Holding
389
New
10
Increased
96
Reduced
194
Closed
17

Sector Composition

1Technology22.64%
2Financials16.75%
3Healthcare14.64%
4Industrials13.63%
5Consumer Discretionary9.94%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$112M0.82%498,105
-4,678
-0.9%
-$1.05M
$112M0.82%238,990
-10,231
-4%
-$4.8M
$109M0.79%1,761,844
+9,844
+0.6%
+$607K
$109M0.79%951,469
-38,625
-4%
-$4.41M
$106M0.78%2,942,495
+437,527
+17%
+$15.8M
$106M0.78%287,800
-129,767
-31%
-$47.8M
$106M0.77%27,754
-1,806
-6%
-$6.89M
$105M0.77%513,529
-5,569
-1%
-$1.14M
$104M0.76%3,002,668
-28,906
-1%
-$997K
$103M0.75%1,325,479
+19,150
+1%
+$1.49M
$99.7M0.73%191,822
-2,073
-1%
-$1.08M
$99.6M0.73%300,974
+4,117
+1%
+$1.36M
$97.9M0.72%2,476,811
+349,904
+16%
+$13.8M
$96.2M0.7%421,859
-65,424
-13%
-$14.9M
$95.8M0.7%1,046,667
-8,654
-0.8%
-$792K
$94.9M0.69%1,856,301
-20,856
-1%
-$1.07M
$90.9M0.66%1,763,845
-17,570
-1%
-$905K
$90.6M0.66%1,455,496
-13,358
-0.9%
-$831K
$90.3M0.66%1,193,033
-91,107
-7%
-$6.9M
$88.2M0.64%1,398,049
-14,484
-1%
-$913K
$86.4M0.63%1,075,814
-8,886
-0.8%
-$714K
$85.8M0.63%671,379
-947
-0.1%
-$121K
$85.2M0.62%863,619
-65,235
-7%
-$6.44M
$84.5M0.62%780,012
+234,080
+43%
+$25.4M
$82.6M0.6%1,003,478
+347,141
+53%
+$28.6M