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
$6.22B
AUM Growth
-$194M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$15.2M
3
+$12.7M
4
HUBB icon
Hubbell
HUBB
+$11.8M
5
NTRS icon
Northern Trust
NTRS
+$9.69M

Top Sells

1
+$33.4M
2
+$25.6M
3
+$21M
4
IPGP icon
IPG Photonics
IPGP
+$19.7M
5
COHR
Coherent Inc
COHR
+$15.9M

Sector Composition

1 Financials 18.81%
2 Healthcare 15.97%
3 Technology 14.53%
4 Industrials 12.87%
5 Consumer Discretionary 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$59.1M 0.95%
318,881
+12,520
27
$59M 0.95%
814,852
+110
28
$54.4M 0.87%
481,121
+104,708
29
$54.2M 0.87%
557,407
+99,633
30
$54.1M 0.87%
936,569
-31,045
31
$51.1M 0.82%
462,199
-8,450
32
$50.7M 0.82%
275,920
+1,561
33
$47.9M 0.77%
1,051,064
+25,231
34
$47.2M 0.76%
1,507,442
+19,841
35
$46.7M 0.75%
801,268
+130,534
36
$45.3M 0.73%
538,045
-9,615
37
$44.8M 0.72%
690,631
+233,929
38
$44.6M 0.72%
503,085
+9,248
39
$44.6M 0.72%
601,243
+13,348
40
$44.5M 0.71%
551,031
-20,189
41
$44.4M 0.71%
495,367
+7,675
42
$44.3M 0.71%
402,700
+61,577
43
$43.3M 0.7%
497,321
-17,820
44
$42.8M 0.69%
705,734
+127,013
45
$41.4M 0.67%
677,694
+53,411
46
$40.9M 0.66%
585,843
-113,516
47
$40.7M 0.65%
503,743
+64,494
48
$40.5M 0.65%
239,012
+14,109
49
$39.3M 0.63%
529,610
-188,218
50
$38.6M 0.62%
419,668
-49,113
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