BTW

Boston Trust Walden Portfolio holdings

AUM $12.2B
1-Year Est. Return 12.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.6B
AUM Growth
-$390M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$68.3M
2
+$57.8M
3
+$54.5M
4
GDDY icon
GoDaddy
GDDY
+$47M
5
FTNT icon
Fortinet
FTNT
+$32.4M

Top Sells

1
+$52.5M
2
+$51.9M
3
+$51.4M
4
NTRS icon
Northern Trust
NTRS
+$42.6M
5
MSFT icon
Microsoft
MSFT
+$41.8M

Sector Composition

1 Technology 25.47%
2 Financials 15.29%
3 Industrials 14.96%
4 Healthcare 12.66%
5 Consumer Discretionary 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$105M 0.77%
234,466
-12,968
27
$105M 0.77%
2,624,985
+80,102
28
$104M 0.76%
2,945,459
-20,373
29
$102M 0.75%
1,494,960
+29,339
30
$96.8M 0.71%
472,897
-112,399
31
$96.6M 0.71%
342,404
-74,413
32
$95M 0.7%
535,932
-132,500
33
$94.1M 0.69%
3,942,736
-61,034
34
$93.8M 0.69%
161,573
-1,633
35
$93.8M 0.69%
1,105,409
-264,265
36
$92.8M 0.68%
1,356,109
-297,622
37
$87.4M 0.64%
3,520,960
+486,837
38
$87.1M 0.64%
571,274
-77,965
39
$86.2M 0.63%
924,785
+62,903
40
$85.9M 0.63%
1,249,399
-155,669
41
$85.7M 0.63%
1,950,676
+153,957
42
$84.8M 0.62%
1,048,225
-22,633
43
$84.1M 0.62%
611,282
+183,883
44
$83.8M 0.62%
281,054
-24,997
45
$83.2M 0.61%
290,323
-7,189
46
$80.8M 0.59%
355,833
+220
47
$80.6M 0.59%
242,786
-54,305
48
$80.2M 0.59%
324,264
+284
49
$79.8M 0.59%
337,463
-83,504
50
$79.4M 0.58%
565,525
-170,027
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