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
$13.5B
AUM Growth
-$537M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$56.5M
2
+$38.9M
3
+$26.2M
4
ATKR icon
Atkore
ATKR
+$23.3M
5
HALO icon
Halozyme
HALO
+$23.2M

Top Sells

1
+$44.9M
2
+$35.4M
3
+$31.5M
4
SLB icon
SLB Limited
SLB
+$30.1M
5
AAPL icon
Apple
AAPL
+$28.6M

Sector Composition

1 Technology 24.52%
2 Financials 14.32%
3 Healthcare 14.05%
4 Industrials 13.81%
5 Consumer Discretionary 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$112M 0.83%
941,560
+8,033
27
$111M 0.82%
271,035
-2,394
28
$108M 0.8%
1,234,777
-43,305
29
$107M 0.79%
1,966,696
+192,899
30
$103M 0.77%
1,304,761
+13,636
31
$103M 0.76%
1,955,227
+25,839
32
$103M 0.76%
2,622,531
-327,933
33
$103M 0.76%
4,623,017
+54,757
34
$102M 0.76%
596,042
-26,112
35
$100M 0.74%
689,970
-45,141
36
$96.8M 0.72%
1,101,690
+31,309
37
$92.8M 0.69%
988,846
+11,327
38
$92.1M 0.68%
2,552,752
+25,779
39
$92M 0.68%
246,165
-11,398
40
$89.5M 0.66%
757,795
+55,033
41
$89.1M 0.66%
381,448
-19,708
42
$88M 0.65%
29,680
-91
43
$87.3M 0.65%
1,043,147
-93,964
44
$87.1M 0.65%
395,152
-8,814
45
$86.7M 0.64%
633,473
-27,528
46
$86.6M 0.64%
1,822,609
-77,424
47
$84.5M 0.63%
1,476,460
+18,362
48
$83.9M 0.62%
1,296,342
-3,738
49
$82.9M 0.61%
986,923
-268,456
50
$81.5M 0.6%
356,947
-54,188
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