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
$13.5B
AUM Growth
-$537M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$56.5M
2
+$38.9M
3
+$26.2M
4
ATKR icon
Atkore
ATKR
+$23.3M
5
HALO icon
Halozyme
HALO
+$23.2M

Top Sells

1
+$44.9M
2
+$35.4M
3
+$31.5M
4
SLB icon
SLB Limited
SLB
+$30.1M
5
AAPL icon
Apple
AAPL
+$28.6M

Sector Composition

1 Technology 24.52%
2 Financials 14.32%
3 Healthcare 14.05%
4 Industrials 13.81%
5 Consumer Discretionary 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$80.3M 0.6%
2,222,477
+27,660
52
$79.8M 0.59%
1,884,609
+322,511
53
$79.5M 0.59%
641,984
-39,559
54
$77M 0.57%
668,944
+29,868
55
$76.1M 0.56%
539,184
-87,276
56
$75.8M 0.56%
657,296
-27,751
57
$75.5M 0.56%
295,441
-8,704
58
$73.9M 0.55%
633,925
-40
59
$73.7M 0.55%
644,635
-53,420
60
$73.1M 0.54%
283,355
-10,166
61
$70.9M 0.53%
911,256
+177,545
62
$70.8M 0.53%
127,519
-5,102
63
$70.3M 0.52%
1,324,049
+176,978
64
$69.4M 0.51%
920,968
-57,953
65
$68.5M 0.51%
2,703,544
+568,998
66
$68M 0.5%
937,797
+9,960
67
$67.9M 0.5%
196,046
+1,541
68
$65.9M 0.49%
284,282
+7,357
69
$65.6M 0.49%
1,058,328
-76,932
70
$65.1M 0.48%
505,405
+10,326
71
$65.1M 0.48%
157,951
-109,064
72
$64M 0.47%
70,923
-1,695
73
$63.3M 0.47%
383,357
-16,803
74
$63.1M 0.47%
655,210
-12,782
75
$62.5M 0.46%
299,790
-208
1 2
3
4 5