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
$5.85B
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$18.5M
3
+$16.9M
4
FLO icon
Flowers Foods
FLO
+$13.6M
5
GMED icon
Globus Medical
GMED
+$12.8M

Top Sells

1
+$24.1M
2
+$17.4M
3
+$16.8M
4
WST icon
West Pharmaceutical
WST
+$15.6M
5
QCOM icon
Qualcomm
QCOM
+$15.3M

Sector Composition

1 Financials 16.72%
2 Healthcare 16.09%
3 Technology 14.06%
4 Industrials 13.11%
5 Consumer Discretionary 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$33.5M 0.57%
416,744
+9,874
52
$33.5M 0.57%
349,836
+22,158
53
$33.1M 0.57%
886,259
-8,534
54
$32.8M 0.56%
539,725
+22,295
55
$32.8M 0.56%
459,748
-340
56
$32.6M 0.56%
1,106,913
+103,606
57
$32.4M 0.55%
681,326
+260,282
58
$31.9M 0.54%
607,528
-5,899
59
$31.9M 0.54%
1,111,381
+42,857
60
$31.4M 0.54%
590,785
-4,122
61
$31.2M 0.53%
221,249
+49,531
62
$31.1M 0.53%
221,128
+2,650
63
$30.9M 0.53%
507,410
-5,281
64
$30.9M 0.53%
1,199,172
+293,686
65
$30.8M 0.53%
538,146
-5,307
66
$30.6M 0.52%
325,350
+15,040
67
$30M 0.51%
575,362
+28,007
68
$29.5M 0.5%
536,081
+44,417
69
$28.6M 0.49%
656,416
+3,835
70
$28.6M 0.49%
460,785
-3,100
71
$28.3M 0.48%
627,181
-3,986
72
$27.8M 0.47%
463,479
+44,651
73
$27.7M 0.47%
487,468
-1,496
74
$27.5M 0.47%
201,888
-219
75
$27.4M 0.47%
623,224
-8,378
1 2
3
4 5