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
$7.41B
AUM Growth
+$1.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$36.6M
2
+$28.4M
3
+$26.9M
4
HMSY
HMS Holdings Corp.
HMSY
+$19.7M
5
MIDD icon
Middleby
MIDD
+$18.1M

Top Sells

1
+$26.4M
2
+$21.5M
3
+$20.1M
4
CBSH icon
Commerce Bancshares
CBSH
+$16.1M
5
BKNG icon
Booking.com
BKNG
+$15.1M

Sector Composition

1 Technology 19.79%
2 Healthcare 15.68%
3 Industrials 14.62%
4 Financials 13.46%
5 Consumer Discretionary 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$40.4M 0.55%
256,832
+56,535
52
$39.5M 0.53%
538,519
-13,045
53
$39.4M 0.53%
556,048
+9,624
54
$39.2M 0.53%
1,015,166
+65,200
55
$39M 0.53%
251,377
+84,629
56
$37.4M 0.51%
625,350
+474,965
57
$37.1M 0.5%
956,903
+185,236
58
$37M 0.5%
901,366
-81,562
59
$36.9M 0.5%
592,214
-24,655
60
$36.9M 0.5%
520,340
-7,480
61
$36.7M 0.5%
289,831
+63,013
62
$36.6M 0.49%
+393,535
63
$35.4M 0.48%
466,192
-4,605
64
$34.9M 0.47%
305,579
+9,606
65
$34.3M 0.46%
817,213
+80,575
66
$33.7M 0.46%
641,454
+44,793
67
$33.4M 0.45%
73,972
-31,624
68
$33.2M 0.45%
105,763
-2,815
69
$31.7M 0.43%
970,715
+146,787
70
$31.6M 0.43%
126,113
+107,267
71
$31.2M 0.42%
240,875
+61,306
72
$30.8M 0.42%
390,382
+30,643
73
$30.7M 0.41%
821,859
+63,999
74
$30.3M 0.41%
1,317,859
+97,223
75
$29.1M 0.39%
427,840
-17,380
1 2
3
4 5