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
$6.22B
AUM Growth
-$194M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$15.2M
3
+$12.7M
4
HUBB icon
Hubbell
HUBB
+$11.8M
5
NTRS icon
Northern Trust
NTRS
+$9.69M

Top Sells

1
+$33.4M
2
+$25.6M
3
+$21M
4
IPGP icon
IPG Photonics
IPGP
+$19.7M
5
COHR
Coherent Inc
COHR
+$15.9M

Sector Composition

1 Financials 18.81%
2 Healthcare 15.97%
3 Technology 14.53%
4 Industrials 12.87%
5 Consumer Discretionary 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$24.6M 0.39%
508,401
-105,257
77
$23.6M 0.38%
379,725
+2,694
78
$23.6M 0.38%
858,674
-198,399
79
$23.5M 0.38%
814,169
-251,473
80
$23.4M 0.38%
447,513
-101,636
81
$23M 0.37%
160,478
+415
82
$22.9M 0.37%
455,922
-9,968
83
$22.9M 0.37%
504,910
+37,305
84
$22.7M 0.37%
261,602
-52,483
85
$22.6M 0.36%
709,568
-145,578
86
$22.4M 0.36%
149,453
-14,021
87
$22.2M 0.36%
479,705
-82,421
88
$22.2M 0.36%
914,584
-184,714
89
$22.1M 0.36%
275,016
-9,130
90
$22.1M 0.35%
285,568
-65,048
91
$21.9M 0.35%
177,135
-6,598
92
$21.8M 0.35%
301,896
+10,613
93
$21.3M 0.34%
514,965
-123,952
94
$21.2M 0.34%
209,507
-45,859
95
$21.1M 0.34%
1,111,666
+187,062
96
$20.7M 0.33%
522,383
-105,372
97
$20.5M 0.33%
1,185,145
+46,117
98
$20.5M 0.33%
504,784
-109,566
99
$20.4M 0.33%
633,784
-151,534
100
$20.1M 0.32%
683,164
-149,006
2 3
4
5 6