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
$9.37B
AUM Growth
+$1.34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$44.3M
2
+$28.5M
3
+$25.5M
4
TROW icon
T. Rowe Price
TROW
+$22.1M
5
CRI icon
Carter's
CRI
+$19.5M

Top Sells

1
+$85.8M
2
+$66.5M
3
+$24.5M
4
JNPR
Juniper Networks
JNPR
+$13.7M
5
HST icon
Host Hotels & Resorts
HST
+$13.1M

Sector Composition

1 Technology 19.69%
2 Healthcare 16.31%
3 Industrials 14.81%
4 Financials 14.66%
5 Consumer Discretionary 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$51.9M 0.55%
494,421
+70,488
52
$51.1M 0.55%
331,980
+41,786
53
$50.8M 0.54%
186,089
+1,760
54
$50.6M 0.54%
1,119,070
-2,096
55
$49.1M 0.52%
391,658
+2,258
56
$47.9M 0.51%
117,338
+11,987
57
$47.8M 0.51%
500,479
+91,889
58
$47.5M 0.51%
608,987
-4,484
59
$46M 0.49%
339,846
-669
60
$45.6M 0.49%
216,865
+852
61
$45.3M 0.48%
516,540
+1,880
62
$45.2M 0.48%
608,425
+2,631
63
$44.7M 0.48%
346,901
-21,678
64
$44.6M 0.48%
371,229
+49,718
65
$44.4M 0.47%
519,752
-16,699
66
$44M 0.47%
503,477
+179,443
67
$43M 0.46%
1,899,227
+2,121
68
$42.4M 0.45%
1,642,261
+83,185
69
$42.3M 0.45%
230,195
+289
70
$42.2M 0.45%
780,487
+176,248
71
$42.2M 0.45%
539,292
-85,721
72
$41.9M 0.45%
823,228
-108,290
73
$41.2M 0.44%
503,035
+2,005
74
$40.5M 0.43%
1,102,632
+322,201
75
$39.4M 0.42%
258,488
+9,690
1 2
3
4 5