BTW

Boston Trust Walden Portfolio holdings

AUM $12.2B
1-Year Est. Return 12.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.6B
AUM Growth
-$390M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$68.3M
2
+$57.8M
3
+$54.5M
4
GDDY icon
GoDaddy
GDDY
+$47M
5
FTNT icon
Fortinet
FTNT
+$32.4M

Top Sells

1
+$52.5M
2
+$51.9M
3
+$51.4M
4
NTRS icon
Northern Trust
NTRS
+$42.6M
5
MSFT icon
Microsoft
MSFT
+$41.8M

Sector Composition

1 Technology 25.47%
2 Financials 15.29%
3 Industrials 14.96%
4 Healthcare 12.66%
5 Consumer Discretionary 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$79.2M 0.58%
543,282
-37,356
52
$78.8M 0.58%
1,088,185
-10,033
53
$77.7M 0.57%
151,200
+126
54
$77.5M 0.57%
941,537
-176,626
55
$76.9M 0.56%
652,716
+51,152
56
$76.9M 0.56%
313,480
-24,093
57
$76.7M 0.56%
221,318
-23,653
58
$76.2M 0.56%
368,051
-19,631
59
$75.7M 0.56%
165,595
-33,896
60
$75.3M 0.55%
667,638
-11,680
61
$74.3M 0.55%
17,326
-4,039
62
$74.3M 0.54%
215,145
-52,110
63
$74.3M 0.54%
1,109,954
+26,928
64
$73.8M 0.54%
547,936
-330,657
65
$72.9M 0.53%
551,363
-15,369
66
$72.8M 0.53%
308,739
-31,236
67
$72.7M 0.53%
3,738,016
+194,480
68
$70.9M 0.52%
273,866
-2,760
69
$70.2M 0.52%
95,612
+3,890
70
$70.1M 0.51%
1,629,030
-17,903
71
$69.5M 0.51%
946,625
+123,851
72
$68.2M 0.5%
310,613
-25,672
73
$67.9M 0.5%
+1,185,461
74
$66.6M 0.49%
319,920
-220
75
$65.9M 0.48%
428,798
-83,321
1 2
3
4 5