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
$8.59B
AUM Growth
+$637M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$17.6M
3
+$16.5M
4
SJM icon
J.M. Smucker
SJM
+$13M
5
KFY icon
Korn Ferry
KFY
+$12.8M

Top Sells

1
+$21.3M
2
+$17.1M
3
+$15.9M
4
IFF icon
International Flavors & Fragrances
IFF
+$15.4M
5
AAPL icon
Apple
AAPL
+$12.7M

Sector Composition

1 Financials 18.08%
2 Technology 16.52%
3 Healthcare 14.61%
4 Industrials 13.96%
5 Consumer Discretionary 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$47.5M 0.55%
459,028
+10,676
52
$46.9M 0.55%
232,147
+6,187
53
$46.2M 0.54%
196,498
+27,140
54
$45.8M 0.53%
587,486
-339
55
$45.8M 0.53%
293,434
-4,065
56
$45.8M 0.53%
489,124
+6,301
57
$44.7M 0.52%
565,529
-11,168
58
$44.7M 0.52%
592,137
+120,143
59
$43.8M 0.51%
938,034
+23,128
60
$42.2M 0.49%
1,031,066
+113,363
61
$41M 0.48%
241,309
+8,076
62
$40.8M 0.47%
120,529
-1,058
63
$40.3M 0.47%
505,885
-18,645
64
$39.8M 0.46%
578,841
-19,819
65
$39.6M 0.46%
591,240
-5,360
66
$39M 0.45%
460,099
+750
67
$38.9M 0.45%
286,200
-150
68
$38.8M 0.45%
296,960
+136,950
69
$38.8M 0.45%
310,779
-3,334
70
$38.6M 0.45%
343,904
+8,357
71
$37.2M 0.43%
528,978
-2,495
72
$36.6M 0.43%
747,459
+90,276
73
$36.1M 0.42%
379,430
+8,540
74
$35.9M 0.42%
234,033
+12,293
75
$35.8M 0.42%
973,894
+24,470
1 2
3
4 5