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
$12.2B
AUM Growth
+$607M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$45.6M
2
+$35.7M
3
+$35.2M
4
SFM icon
Sprouts Farmers Market
SFM
+$35.1M
5
NTRS icon
Northern Trust
NTRS
+$29.7M

Top Sells

1
+$22.2M
2
+$20.4M
3
+$18.1M
4
LECO icon
Lincoln Electric
LECO
+$17.8M
5
MSFT icon
Microsoft
MSFT
+$17.6M

Sector Composition

1 Technology 21.92%
2 Healthcare 16.83%
3 Industrials 15.22%
4 Financials 13.45%
5 Consumer Discretionary 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$74.7M 0.61%
721,184
-74,235
52
$73.5M 0.6%
952,129
+40,574
53
$73.5M 0.6%
2,432,245
+855,915
54
$71.3M 0.59%
366,195
+38,820
55
$71.2M 0.58%
358,604
-89,593
56
$70.5M 0.58%
627,646
+27,498
57
$70.3M 0.58%
655,769
-20,480
58
$70M 0.57%
739,878
+21,218
59
$69.7M 0.57%
1,486,064
+60,180
60
$68.9M 0.57%
1,290,332
-79,698
61
$68.5M 0.56%
104,174
+4,757
62
$67.7M 0.56%
683,543
-24,551
63
$64.8M 0.53%
25,990
+99
64
$64.5M 0.53%
909,552
+121,952
65
$63.9M 0.52%
130,639
+1,043
66
$63.5M 0.52%
4,535,387
-231,608
67
$61.3M 0.5%
505,108
-42,987
68
$60.4M 0.5%
76,557
-3,910
69
$59.9M 0.49%
620,754
-24,212
70
$58.1M 0.48%
342,239
+16,244
71
$56.9M 0.47%
668,860
+19,953
72
$55.9M 0.46%
545,080
+23,320
73
$54.8M 0.45%
190,085
+38,546
74
$54.6M 0.45%
187,461
+5,609
75
$54.3M 0.45%
456,112
-13,278
1 2
3
4 5