BTW

Boston Trust Walden Portfolio holdings

AUM $13.6B
1-Year Est. Return 9.11%
This Quarter Est. Return
1 Year Est. Return
+9.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.2B
AUM Growth
+$607M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$45.6M
2
+$35.7M
3
+$35.2M
4
SFM icon
Sprouts Farmers Market
SFM
+$35.1M
5
NTRS icon
Northern Trust
NTRS
+$29.7M

Top Sells

1
+$22.2M
2
+$20.4M
3
+$18.1M
4
LECO icon
Lincoln Electric
LECO
+$17.8M
5
MSFT icon
Microsoft
MSFT
+$17.6M

Sector Composition

1 Technology 21.92%
2 Healthcare 16.83%
3 Industrials 15.22%
4 Financials 13.45%
5 Consumer Discretionary 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$105M 0.86%
953,221
-740
27
$103M 0.85%
344,723
+4,569
28
$99M 0.81%
2,760,139
+126,827
29
$98.4M 0.81%
761,576
+353,077
30
$96.9M 0.79%
1,306,562
+400,045
31
$95.3M 0.78%
1,842,423
+22,442
32
$95.2M 0.78%
848,926
-23,608
33
$94.2M 0.77%
235,115
+22,437
34
$93.2M 0.76%
484,068
+12,655
35
$92.8M 0.76%
1,598,102
-67,222
36
$89.7M 0.74%
575,639
+229,350
37
$88.7M 0.73%
219,018
-702
38
$86.8M 0.71%
751,953
-1,270
39
$84.9M 0.7%
319,014
+14,776
40
$83.7M 0.69%
872,419
+39,626
41
$83M 0.68%
1,961,895
+87,938
42
$82.4M 0.68%
568,865
-60,721
43
$79.4M 0.65%
351,656
+10,048
44
$79.2M 0.65%
2,235,284
+100,679
45
$79.2M 0.65%
1,090,626
+98,339
46
$79.1M 0.65%
3,178,950
+148,945
47
$79.1M 0.65%
705,789
-12,478
48
$77.7M 0.64%
1,011,768
+48,581
49
$77M 0.63%
1,291,152
+34,549
50
$75.5M 0.62%
1,316,077
+27,279
1
2
3 4 5