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
$9.37B
AUM Growth
+$1.34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$44.3M
2
+$28.5M
3
+$25.5M
4
TROW icon
T. Rowe Price
TROW
+$22.1M
5
CRI icon
Carter's
CRI
+$19.5M

Top Sells

1
+$85.8M
2
+$66.5M
3
+$24.5M
4
JNPR
Juniper Networks
JNPR
+$13.7M
5
HST icon
Host Hotels & Resorts
HST
+$13.1M

Sector Composition

1 Technology 19.69%
2 Healthcare 16.31%
3 Industrials 14.81%
4 Financials 14.66%
5 Consumer Discretionary 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$37.8M 0.4%
759,112
+1,794
77
$37.5M 0.4%
137,395
+10,372
78
$37.5M 0.4%
261,322
+90,737
79
$37.5M 0.4%
431,512
+65,296
80
$37.4M 0.4%
294,155
+53,966
81
$37.3M 0.4%
140,423
+8,431
82
$37.2M 0.4%
205,495
-8,422
83
$37.1M 0.4%
257,257
-2,573
84
$37.1M 0.4%
316,870
+79,916
85
$36.6M 0.39%
159,376
+15,746
86
$36.5M 0.39%
1,033,890
+3,288
87
$35.9M 0.38%
134,985
-1,700
88
$35.7M 0.38%
222,115
+112,347
89
$35.6M 0.38%
407,409
-4,317
90
$35.5M 0.38%
165,204
+4,299
91
$34.9M 0.37%
607,045
+168,130
92
$33.9M 0.36%
260,916
+95,440
93
$33.4M 0.36%
176,387
+3,407
94
$33.1M 0.35%
246,078
+427
95
$33M 0.35%
253,508
+43,577
96
$33M 0.35%
506,160
+999
97
$33M 0.35%
142,242
+7,297
98
$32.9M 0.35%
270,360
-326
99
$32.3M 0.34%
623,532
+296,308
100
$32M 0.34%
710,402
-1,173
2 3
4
5 6