BTW

Boston Trust Walden Portfolio holdings

AUM $13.6B
1-Year Est. Return 9.11%
This Quarter Est. Return
1 Year Est. Return
+9.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.3B
AUM Growth
+$45.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$124M
2
+$37.2M
3
+$21.9M
4
ICUI icon
ICU Medical
ICUI
+$20.3M
5
DCI icon
Donaldson
DCI
+$20.2M

Top Sells

1
+$138M
2
+$49M
3
+$25.3M
4
HSY icon
Hershey
HSY
+$22.9M
5
JWN
Nordstrom
JWN
+$21.8M

Sector Composition

1 Technology 19.94%
2 Financials 17.19%
3 Healthcare 15.28%
4 Industrials 13.53%
5 Consumer Discretionary 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$62.8M 0.56%
1,012,248
+19,521
52
$62.8M 0.56%
749,585
+7,377
53
$62M 0.55%
357,402
-10,494
54
$59.8M 0.53%
43,440
-367
55
$59.6M 0.53%
177,825
-2,713
56
$59.5M 0.53%
348,910
+5,696
57
$59.1M 0.52%
610,740
+2,237
58
$59M 0.52%
654,988
+3,800
59
$58.5M 0.52%
411,288
+66,980
60
$57.3M 0.51%
1,164,988
+114,053
61
$57.2M 0.51%
377,800
-12,463
62
$56.5M 0.5%
273,491
-2,330
63
$56.2M 0.5%
806,363
+16,966
64
$56.2M 0.5%
586,132
+3,030
65
$55.8M 0.49%
539,573
+148,408
66
$55.1M 0.49%
813,400
+3,809
67
$54.3M 0.48%
165,308
+13,240
68
$54.1M 0.48%
159,391
+21,889
69
$53.7M 0.48%
252,688
+1,238
70
$53.7M 0.48%
151,240
+6,494
71
$53.1M 0.47%
224,164
+1,871
72
$52.7M 0.47%
889,081
+34,817
73
$52.7M 0.47%
225,679
+86,921
74
$51.1M 0.45%
30,122
+388
75
$49.3M 0.44%
497,569
+11,951
1 2
3
4 5