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
$14.3B
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$39.5M
2
+$37M
3
+$34.1M
4
SMPL icon
Simply Good Foods
SMPL
+$28.2M
5
BLK icon
Blackrock
BLK
+$27.8M

Top Sells

1
+$87.9M
2
+$49.7M
3
+$46.4M
4
IDCC icon
InterDigital
IDCC
+$43M
5
CORT icon
Corcept Therapeutics
CORT
+$31M

Sector Composition

1 Technology 23.92%
2 Financials 16.3%
3 Healthcare 14.03%
4 Industrials 13.35%
5 Consumer Discretionary 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$84.7M 0.59%
2,504,968
-5,787
52
$84.7M 0.59%
1,084,700
+9,624
53
$80.2M 0.56%
433,338
-9,477
54
$79.8M 0.56%
351,794
-4,161
55
$79.2M 0.56%
3,831,184
-7,532
56
$78.2M 0.55%
269,708
-8,536
57
$77.4M 0.54%
305,768
+5,663
58
$77.2M 0.54%
2,126,907
+164,215
59
$76.8M 0.54%
608,973
-15,532
60
$76.8M 0.54%
690,053
-7,492
61
$74.4M 0.52%
691,513
+29,400
62
$74.2M 0.52%
300,617
-24,483
63
$73.7M 0.52%
359,695
+11,595
64
$73.3M 0.51%
545,932
+20,110
65
$73.3M 0.51%
1,058,507
+9,302
66
$72.3M 0.51%
3,090,587
+267,461
67
$71.5M 0.5%
915,722
+106,114
68
$71.5M 0.5%
210,537
+6,285
69
$68.1M 0.48%
288,785
-8,475
70
$64.9M 0.46%
831,627
+252,089
71
$64.9M 0.46%
218,681
-1,958
72
$64.7M 0.45%
304,309
-12,303
73
$63.3M 0.44%
462,399
+35,100
74
$63.2M 0.44%
648,516
-10,541
75
$63.1M 0.44%
163,410
-18,142
1 2
3
4 5