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
$6.22B
AUM Growth
-$194M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$15.2M
3
+$12.7M
4
HUBB icon
Hubbell
HUBB
+$11.8M
5
NTRS icon
Northern Trust
NTRS
+$9.69M

Top Sells

1
+$33.4M
2
+$25.6M
3
+$21M
4
IPGP icon
IPG Photonics
IPGP
+$19.7M
5
COHR
Coherent Inc
COHR
+$15.9M

Sector Composition

1 Financials 18.81%
2 Healthcare 15.97%
3 Technology 14.53%
4 Industrials 12.87%
5 Consumer Discretionary 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$37.6M 0.6%
631,325
+6,625
52
$36.4M 0.58%
946,397
-138,627
53
$36.4M 0.58%
177,844
-38,172
54
$34.2M 0.55%
189,704
-141,766
55
$34.1M 0.55%
721,516
-142,461
56
$33.8M 0.54%
406,780
-92,405
57
$33.2M 0.53%
538,752
-101,642
58
$33.2M 0.53%
228,582
-135,924
59
$33M 0.53%
318,385
-64,003
60
$32.5M 0.52%
392,389
-86,576
61
$32.1M 0.52%
299,005
+21,180
62
$31.7M 0.51%
492,908
-112,856
63
$30.5M 0.49%
694,744
+6,350
64
$30.4M 0.49%
289,730
-22,582
65
$30.3M 0.49%
651,680
-4,660
66
$29.9M 0.48%
540,454
-107,424
67
$29.3M 0.47%
564,278
+6,588
68
$27.6M 0.44%
486,755
+9,640
69
$26.9M 0.43%
456,254
-103,116
70
$26.5M 0.43%
188,459
-40,461
71
$25.6M 0.41%
399,957
+7,985
72
$25.5M 0.41%
340,719
-69,779
73
$25.1M 0.4%
189,038
+2,144
74
$25M 0.4%
452,061
+3,281
75
$24.6M 0.4%
355,222
-101,267
1 2
3
4 5