BTW

Boston Trust Walden Portfolio holdings

AUM $13.6B
1-Year Est. Return 9.11%
This Quarter Est. Return
1 Year Est. Return
+9.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.2B
AUM Growth
+$607M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$45.6M
2
+$35.7M
3
+$35.2M
4
SFM icon
Sprouts Farmers Market
SFM
+$35.1M
5
NTRS icon
Northern Trust
NTRS
+$29.7M

Top Sells

1
+$22.2M
2
+$20.4M
3
+$18.1M
4
LECO icon
Lincoln Electric
LECO
+$17.8M
5
MSFT icon
Microsoft
MSFT
+$17.6M

Sector Composition

1 Technology 21.92%
2 Healthcare 16.83%
3 Industrials 15.22%
4 Financials 13.45%
5 Consumer Discretionary 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$53.6M 0.44%
388,278
+21,847
77
$53.5M 0.44%
213,959
-2,920
78
$53.2M 0.44%
438,829
+27,774
79
$52.7M 0.43%
306,904
+63,556
80
$52.7M 0.43%
212,203
+13,180
81
$52.5M 0.43%
1,069,499
+9,055
82
$52.2M 0.43%
434,136
+18,468
83
$52.2M 0.43%
231,846
-11,776
84
$51.5M 0.42%
367,478
+12,131
85
$51.5M 0.42%
273,714
-6,156
86
$51.4M 0.42%
886,601
+35,995
87
$51.1M 0.42%
2,198,608
+105,299
88
$50.6M 0.42%
695,584
+36,815
89
$50.3M 0.41%
780,219
+23,217
90
$50.1M 0.41%
507,234
+32,305
91
$50.1M 0.41%
795,056
+46,511
92
$49.1M 0.4%
604,862
+36,201
93
$48.4M 0.4%
470,229
+14,761
94
$48M 0.39%
1,733,934
+47,528
95
$47.9M 0.39%
162,359
-69,127
96
$46.7M 0.38%
193,039
+41,843
97
$46.6M 0.38%
281,148
+18,406
98
$45.6M 0.37%
247,937
+6,631
99
$45.2M 0.37%
152,651
+31,335
100
$44.9M 0.37%
251,782
+7,489
2 3
4
5 6