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
$10.6B
AUM Growth
-$1.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$39.5M
2
+$37.1M
3
+$35.1M
4
A icon
Agilent Technologies
A
+$29.9M
5
TFX icon
Teleflex
TFX
+$17.4M

Top Sells

1
+$66.2M
2
+$41.6M
3
+$36M
4
ORCL icon
Oracle
ORCL
+$34.8M
5
BKR icon
Baker Hughes
BKR
+$32.7M

Sector Composition

1 Technology 19.35%
2 Healthcare 17.05%
3 Financials 15.67%
4 Industrials 13.84%
5 Consumer Discretionary 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$63.3M 0.6%
1,171,434
+32,104
52
$62.9M 0.59%
2,036,496
+262,397
53
$62.4M 0.59%
544,449
+54,599
54
$61.9M 0.58%
206,664
+2,885
55
$61.2M 0.58%
578,110
+6,893
56
$61.1M 0.58%
2,072,860
+18,275
57
$58.6M 0.55%
27,266
-1,643
58
$57.8M 0.55%
756,591
-2,585
59
$57.5M 0.54%
1,427,349
+393,495
60
$57.3M 0.54%
471,174
+4,747
61
$56.8M 0.54%
325,022
+8,811
62
$55.6M 0.53%
619,817
+1,906
63
$54.5M 0.52%
326,255
-36,480
64
$53.6M 0.51%
760,995
+10,261
65
$53.4M 0.5%
305,371
+48,655
66
$52.9M 0.5%
571,027
+21,736
67
$52.9M 0.5%
116,388
+274
68
$51.4M 0.49%
808,433
+8,950
69
$51.1M 0.48%
139,545
+12,657
70
$50.6M 0.48%
675,200
+55,267
71
$49.6M 0.47%
1,391,532
+19,241
72
$49.6M 0.47%
454,490
+4,035
73
$48.9M 0.46%
767,976
+17,021
74
$48.6M 0.46%
235,891
+2,521
75
$47.8M 0.45%
243,705
+2,724
1 2
3
4 5