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
$8.03B
AUM Growth
+$623M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$33M
2
+$32M
3
+$28.2M
4
AKAM icon
Akamai
AKAM
+$24.7M
5
EA icon
Electronic Arts
EA
+$22.2M

Top Sells

1
+$62.9M
2
+$30.7M
3
+$19.4M
4
CHE icon
Chemed
CHE
+$16.6M
5
EXPD icon
Expeditors International
EXPD
+$16.6M

Sector Composition

1 Technology 19.75%
2 Healthcare 16.06%
3 Industrials 14.43%
4 Financials 12.73%
5 Consumer Discretionary 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$45.3M 0.56%
216,013
-2,505
52
$44.7M 0.56%
574,107
-46,101
53
$44.3M 0.55%
642,630
+62,562
54
$42.1M 0.52%
931,518
+30,152
55
$41.4M 0.52%
536,451
-2,068
56
$41.1M 0.51%
1,121,166
+164,263
57
$41.1M 0.51%
229,906
-21,471
58
$41M 0.51%
1,142,559
-2,335
59
$39.2M 0.49%
757,318
+131,968
60
$39.1M 0.49%
408,590
+230,866
61
$38M 0.47%
625,013
-16,441
62
$37.7M 0.47%
514,660
-5,680
63
$37.6M 0.47%
105,351
-412
64
$37.3M 0.46%
430,745
+120,492
65
$36.7M 0.46%
131,992
+5,879
66
$36.5M 0.45%
143,630
+129,956
67
$35.7M 0.44%
248,798
+7,923
68
$35.3M 0.44%
160,905
+4,022
69
$33.8M 0.42%
613,471
+21,257
70
$33.8M 0.42%
605,794
+177,954
71
$33.7M 0.42%
290,194
+363
72
$33.3M 0.41%
127,023
+122,067
73
$33.1M 0.41%
366,216
+11,892
74
$33.1M 0.41%
368,579
+11,862
75
$32.1M 0.4%
411,726
-4,726
1 2
3
4 5