BTW

Boston Trust Walden Portfolio holdings

AUM $13.7B
AUM
$13.7B
AUM Growth
-$564M
Cap. Flow
+$35.1M
Cap. Flow %
0.26%
Top 10 Hldgs %
17.45%
Holding
389
New
10
Increased
96
Reduced
194
Closed
17

Top Buys

1
$54.1M
2
$51.3M
3
$38.4M
4
$38.4M
5
$35.6M

Top Sells

1
$47.8M
2
$35.9M
3
$29.9M
4
$29.5M
5
$26.8M

Sector Composition

1Technology22.64%
2Financials16.75%
3Healthcare14.64%
4Industrials13.63%
5Consumer Discretionary9.94%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$61.5M0.45%1,667,108
-724,847
-30%
-$26.7M
$60.5M0.44%224,971
+6,290
+3%
+$1.69M
$60.3M0.44%997,302
-68,182
-6%
-$4.12M
$60.2M0.44%547,181
-61,792
-10%
-$6.8M
$60.1M0.44%345,374
-6,223
-2%
-$1.08M
$60M0.44%639,056
-9,460
-1%
-$888K
$58.9M0.43%509,206
-395
-0.1%
-$45.7K
$58.7M0.43%641,094
-769
-0.1%
-$70.4K
$58.5M0.43%59,264
+298
+0.5%
+$294K
$58.4M0.43%289,633
-586
-0.2%
-$118K
$58.1M0.42%256,271
+31,530
+14%
+$7.15M
$58M0.42%237,831
-5,566
-2%
-$1.36M
$57.1M0.42%299,939
+187,373
+166%
+$35.6M
$56.7M0.41%779,419
+445,287
+133%
+$32.4M
$56.4M0.41%273,006
-4,565
-2%
-$944K
$56.2M0.41%285,740
-3,045
-1%
-$599K
$56.1M0.41%278,421
-25,888
-9%
-$5.22M
$55.9M0.41%464,545
-2,849
-0.6%
-$343K
$55.4M0.4%527,604
-46,795
-8%
-$4.91M
$55.3M0.4%866,872
-7,209
-0.8%
-$460K
$55M0.4%1,075,611
+6,251
+0.6%
+$319K
$54.2M0.4%94,123
+30,083
+47%
+$17.3M
$54.1M0.4%603,176
-30,447
-5%
-$2.73M
$54.1M0.4%478,073 New
+$54.1M
$53.3M0.39%202,482
-3,425
-2%
-$902K
1 2345616