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
$12.5B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$39.8M
2
+$27.2M
3
+$26.9M
4
CARG icon
CarGurus
CARG
+$19.9M
5
PINC icon
Premier
PINC
+$18.2M

Top Sells

1
+$72.9M
2
+$65.5M
3
+$42.4M
4
INTU icon
Intuit
INTU
+$36.8M
5
INTC icon
Intel
INTC
+$22.9M

Sector Composition

1 Technology 20.57%
2 Financials 16.5%
3 Healthcare 15.15%
4 Industrials 14.48%
5 Consumer Discretionary 10.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$106M 0.85%
2,099,346
+57,250
27
$104M 0.84%
870,100
+21,126
28
$97.7M 0.78%
854,759
+99,362
29
$97.2M 0.78%
559,275
-6,343
30
$96.7M 0.78%
693,331
+14,727
31
$96.2M 0.77%
785,352
+80,686
32
$95.5M 0.77%
1,507,077
+79,565
33
$93.6M 0.75%
339,151
+302
34
$90.4M 0.73%
451,065
-2,241
35
$87.3M 0.7%
1,243,390
+32,232
36
$86.9M 0.7%
742,919
-10,735
37
$86.4M 0.69%
949,557
+25,336
38
$85.5M 0.69%
547,980
+519
39
$83.8M 0.67%
800,544
-1,064
40
$78M 0.63%
330,960
+24,116
41
$74.3M 0.6%
384,368
+26,966
42
$74.3M 0.6%
723,120
+68,132
43
$73.4M 0.59%
2,673,021
+2,402
44
$72.4M 0.58%
42,684
-756
45
$72M 0.58%
711,459
+15,919
46
$71.7M 0.58%
460,857
-867
47
$71.5M 0.57%
225,191
+1,027
48
$69.4M 0.56%
750,244
+659
49
$68.8M 0.55%
165,718
+410
50
$68.6M 0.55%
348,809
-101
1
2
3 4 5