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
$6.42B
AUM Growth
+$73.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$23.9M
2
+$16M
3
+$14.9M
4
SBUX icon
Starbucks
SBUX
+$10.3M
5
ATR icon
AptarGroup
ATR
+$8.81M

Top Sells

1
+$22.1M
2
+$15.5M
3
+$14.3M
4
CLC
Clarcor
CLC
+$13.1M
5
WEX icon
WEX
WEX
+$12.8M

Sector Composition

1 Financials 18.4%
2 Healthcare 14.75%
3 Technology 14.75%
4 Industrials 13.71%
5 Consumer Discretionary 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$28.5M 0.44%
456,702
-1,220
77
$28.5M 0.44%
456,489
-41,024
78
$27.8M 0.43%
656,340
-22,140
79
$27.8M 0.43%
557,690
+5,250
80
$27.8M 0.43%
847,185
-68,267
81
$27.5M 0.43%
638,917
-55,382
82
$27.5M 0.43%
562,126
+489,400
83
$27.2M 0.42%
221,760
-16,747
84
$27.2M 0.42%
785,318
-67,251
85
$26.9M 0.42%
551,351
+66,489
86
$26.6M 0.42%
537,190
-57,464
87
$26.5M 0.41%
448,780
+3,133
88
$26.4M 0.41%
477,115
+2,495
89
$25.9M 0.4%
832,170
-61,929
90
$25.8M 0.4%
377,031
+5,994
91
$25.4M 0.4%
163,474
-15,798
92
$25.4M 0.4%
855,146
-483,408
93
$25.3M 0.39%
1,091,310
+75,596
94
$25.2M 0.39%
347,067
-38,157
95
$24.9M 0.39%
1,065,642
-102,596
96
$24.9M 0.39%
627,755
-49,222
97
$24.6M 0.38%
614,350
-54,147
98
$24.2M 0.38%
391,972
-34,727
99
$24M 0.37%
830,357
-69,098
100
$24M 0.37%
255,366
-26,551
2 3
4
5 6