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
$6.42B
AUM Growth
+$73.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$23.9M
2
+$16M
3
+$14.9M
4
SBUX icon
Starbucks
SBUX
+$10.3M
5
ATR icon
AptarGroup
ATR
+$8.81M

Top Sells

1
+$22.1M
2
+$15.5M
3
+$14.3M
4
CLC
Clarcor
CLC
+$13.1M
5
WEX icon
WEX
WEX
+$12.8M

Sector Composition

1 Financials 18.4%
2 Healthcare 14.75%
3 Technology 14.75%
4 Industrials 13.71%
5 Consumer Discretionary 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$38.8M 0.61%
863,977
-72,015
52
$38.8M 0.61%
487,692
+17,645
53
$38.2M 0.59%
647,878
-55,106
54
$37.9M 0.59%
605,764
-51,913
55
$37.9M 0.59%
624,283
+19,877
56
$37.5M 0.58%
224,903
+18,930
57
$37.4M 0.58%
624,700
+48,347
58
$35.8M 0.56%
341,123
+25,416
59
$34.6M 0.54%
559,370
-54,856
60
$34.4M 0.54%
382,388
-32,750
61
$34.3M 0.54%
688,394
+9,100
62
$34.1M 0.53%
439,249
+9,524
63
$34M 0.53%
578,721
+18,838
64
$32.6M 0.51%
349,599
-237,029
65
$32.4M 0.5%
228,920
-21,853
66
$32.1M 0.5%
156,021
-19,673
67
$31.1M 0.48%
406,048
-41,004
68
$30.9M 0.48%
410,498
-40,149
69
$30.4M 0.47%
277,825
+42,405
70
$30.3M 0.47%
312,312
+3,161
71
$30.3M 0.47%
350,616
-34,742
72
$29.9M 0.47%
613,658
-54,032
73
$29.7M 0.46%
549,149
-52,182
74
$29.5M 0.46%
465,890
-42,524
75
$29.5M 0.46%
1,099,298
-82,694
1 2
3
4 5