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
$12.5B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$39.8M
2
+$27.2M
3
+$26.9M
4
CARG icon
CarGurus
CARG
+$19.9M
5
PINC icon
Premier
PINC
+$18.2M

Top Sells

1
+$72.9M
2
+$65.5M
3
+$42.4M
4
INTU icon
Intuit
INTU
+$36.8M
5
INTC icon
Intel
INTC
+$22.9M

Sector Composition

1 Technology 20.57%
2 Financials 16.5%
3 Healthcare 15.15%
4 Industrials 14.48%
5 Consumer Discretionary 10.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$54.2M 0.44%
355,932
-17,320
77
$53.9M 0.43%
1,308,948
+442,789
78
$53.5M 0.43%
225,335
-344
79
$53.3M 0.43%
397,225
+82
80
$53.3M 0.43%
253,251
+563
81
$52.9M 0.42%
157,335
-2,056
82
$52.8M 0.42%
93,091
+10,032
83
$52.4M 0.42%
162,033
+406
84
$52.3M 0.42%
381,253
-1,063
85
$51.7M 0.41%
266,136
+2,934
86
$51.6M 0.41%
503,307
+8,052
87
$50.9M 0.41%
189,710
-455
88
$50.8M 0.41%
137,206
-1,180
89
$50.3M 0.4%
327,338
+8,229
90
$49.5M 0.4%
490,180
+1,009
91
$49.5M 0.4%
422,677
-8,112
92
$49.2M 0.39%
1,697,750
+217,820
93
$48M 0.39%
238,723
+1,331
94
$47.8M 0.38%
652,970
+94,062
95
$47.4M 0.38%
530,464
-1,658
96
$46.6M 0.37%
501,589
+4,020
97
$46.1M 0.37%
408,324
-721
98
$44.9M 0.36%
522,660
+30,357
99
$44.3M 0.36%
778,855
-129,840
100
$44.2M 0.35%
256,343
-5,760
2 3
4
5 6