BTW

Boston Trust Walden Portfolio holdings

AUM $13.7B
AUM
$13.7B
AUM Growth
-$564M
Cap. Flow
+$35.1M
Cap. Flow %
0.26%
Top 10 Hldgs %
17.45%
Holding
389
New
10
Increased
96
Reduced
194
Closed
17

Sector Composition

1Technology22.64%
2Financials16.75%
3Healthcare14.64%
4Industrials13.63%
5Consumer Discretionary9.94%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$82.2M0.6%588,142
+24,112
+4%
+$3.37M
$82.2M0.6%482,323
+225,389
+88%
+$38.4M
$82M0.6%564,893
-27,303
-5%
-$3.96M
$81.5M0.6%684,974
-6,539
-1%
-$778K
$80.3M0.59%3,178,608
+88,021
+3%
+$2.22M
$79.6M0.58%1,052,678
-5,829
-0.6%
-$441K
$79.3M0.58%608,020
+138,294
+29%
+$18M
$79.1M0.58%345,182
-6,612
-2%
-$1.51M
$78.6M0.57%359,909
+214
+0.1%
+$46.8K
$77.6M0.57%263,203
-6,505
-2%
-$1.92M
$75.9M0.55%677,830
-12,223
-2%
-$1.37M
$74.7M0.55%330,059
+11,137
+3%
+$2.52M
$73.6M0.54%1,606,948
-190,541
-11%
-$8.73M
$73.1M0.53%911,431
-9,152
-1%
-$734K
$72.4M0.53%292,148
-13,620
-4%
-$3.38M
$71.8M0.52%212,978
+2,441
+1%
+$823K
$71.1M0.52%1,118,331
+202,609
+22%
+$12.9M
$70.4M0.51%819,282
-12,345
-1%
-$1.06M
$69.5M0.51%926,595
+122,250
+15%
+$9.17M
$66.8M0.49%584,800
-314,261
-35%
-$35.9M
$66.1M0.48%503,221
+40,822
+9%
+$5.36M
$65.3M0.48%279,906
-20,711
-7%
-$4.83M
$65M0.48%559,482
-4,702
-0.8%
-$546K
$62.6M0.46%330,822
+2,079
+0.6%
+$393K
$61.5M0.45%990,619
-11,385
-1%
-$707K