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
$11.9B
AUM Growth
-$261M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$27.9M
3
+$25.8M
4
WSM icon
Williams-Sonoma
WSM
+$21.8M
5
SFM icon
Sprouts Farmers Market
SFM
+$21.6M

Top Sells

1
+$50.7M
2
+$48M
3
+$16M
4
STE icon
Steris
STE
+$14.4M
5
BR icon
Broadridge
BR
+$12.8M

Sector Composition

1 Technology 21.8%
2 Healthcare 16.07%
3 Financials 14.32%
4 Industrials 14.21%
5 Consumer Discretionary 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$73.8M 0.62%
703,335
-2,454
52
$73.3M 0.61%
988,818
+36,689
53
$70.4M 0.59%
402,275
+36,080
54
$68.6M 0.58%
1,005,033
-6,735
55
$67.1M 0.56%
1,555,916
+69,852
56
$67M 0.56%
108,791
+4,617
57
$66.9M 0.56%
26,320
+330
58
$66.5M 0.56%
130,476
-163
59
$66.1M 0.55%
688,183
+60,537
60
$64.5M 0.54%
720,529
+51,669
61
$64.3M 0.54%
255,589
-63,425
62
$64.2M 0.54%
353,414
-5,190
63
$62.9M 0.53%
809,564
+281,102
64
$62.5M 0.52%
1,459,776
+505,028
65
$61.9M 0.52%
678,259
-5,284
66
$61M 0.51%
1,047,044
-22,455
67
$60.9M 0.51%
389,855
+1,577
68
$60.4M 0.51%
1,039,458
+129,906
69
$60.2M 0.5%
789,274
+49,396
70
$58.1M 0.49%
926,360
+39,759
71
$57.5M 0.48%
4,714,899
+179,512
72
$55.3M 0.46%
1,229,299
-61,033
73
$54.7M 0.46%
2,277,774
+79,166
74
$54.7M 0.46%
834,081
+53,862
75
$53.5M 0.45%
666,935
+46,181
1 2
3
4 5