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
$12.5B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$39.8M
2
+$27.2M
3
+$26.9M
4
CARG icon
CarGurus
CARG
+$19.9M
5
PINC icon
Premier
PINC
+$18.2M

Top Sells

1
+$72.9M
2
+$65.5M
3
+$42.4M
4
INTU icon
Intuit
INTU
+$36.8M
5
INTC icon
Intel
INTC
+$22.9M

Sector Composition

1 Technology 20.57%
2 Financials 16.5%
3 Healthcare 15.15%
4 Industrials 14.48%
5 Consumer Discretionary 10.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$67.3M 0.54%
196,366
+18,541
52
$64.9M 0.52%
611,529
+789
53
$64.2M 0.52%
816,293
-77,233
54
$63.9M 0.51%
258,714
-14,777
55
$63.4M 0.51%
122,385
+3,715
56
$63.2M 0.51%
244,455
+9,264
57
$63.2M 0.51%
1,308,936
+143,948
58
$62.6M 0.5%
232,434
-157,368
59
$62.5M 0.5%
865,974
+52,574
60
$62.3M 0.5%
812,852
-36,715
61
$61.8M 0.5%
597,534
+19,645
62
$61.3M 0.49%
29,226
-896
63
$61M 0.49%
538,788
-785
64
$60.7M 0.49%
995,637
+106,556
65
$59.8M 0.48%
453,558
+42,270
66
$59.5M 0.48%
152,403
+1,163
67
$58.6M 0.47%
337,109
-40,691
68
$57.9M 0.46%
190,271
+2,786
69
$57.8M 0.46%
745,006
+135,421
70
$57M 0.46%
585,294
-838
71
$56.6M 0.45%
350,876
+3,980
72
$55.5M 0.45%
227,828
+811
73
$55.4M 0.45%
799,611
-212,637
74
$55.4M 0.44%
832,333
+25,970
75
$55.1M 0.44%
1,149,019
+2,056
1 2
3
4 5