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
$10.1B
AUM Growth
-$488M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$42.1M
2
+$25.6M
3
+$20.6M
4
IEX icon
IDEX
IEX
+$16.9M
5
UMBF icon
UMB Financial
UMBF
+$15.3M

Top Sells

1
+$33.1M
2
+$29.3M
3
+$23.6M
4
ENSG icon
The Ensign Group
ENSG
+$23.2M
5
CHD icon
Church & Dwight Co
CHD
+$21.8M

Sector Composition

1 Technology 19.09%
2 Healthcare 16.43%
3 Financials 16.32%
4 Industrials 15.03%
5 Consumer Discretionary 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$62M 0.61%
735,852
-20,739
52
$61.3M 0.61%
1,313,411
-893
53
$58.4M 0.58%
830,080
+14,507
54
$58.1M 0.58%
1,185,096
+13,662
55
$57.6M 0.57%
26,899
-367
56
$55.7M 0.55%
1,449,317
+21,968
57
$54.5M 0.54%
330,507
+4,252
58
$54.1M 0.54%
467,536
-3,638
59
$52M 0.52%
390,788
-153,661
60
$51.7M 0.51%
824,749
+16,316
61
$51M 0.51%
104,222
-12,166
62
$51M 0.5%
777,830
+16,835
63
$50.8M 0.5%
247,020
+3,315
64
$50.7M 0.5%
581,349
+7,748
65
$50.2M 0.5%
506,709
-71,401
66
$49.4M 0.49%
354,436
+11,232
67
$48.8M 0.48%
1,438,468
+46,936
68
$47.2M 0.47%
312,478
+7,107
69
$46.7M 0.46%
559,991
-3,623
70
$46.6M 0.46%
738,203
-29,773
71
$46.6M 0.46%
628,825
+20,849
72
$46.2M 0.46%
1,566,160
-506,700
73
$45.9M 0.45%
1,193,764
+342,327
74
$44.9M 0.45%
698,666
+23,466
75
$44.8M 0.44%
321,704
+3,640
1 2
3
4 5