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
$13.5B
AUM Growth
-$537M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$56.5M
2
+$38.9M
3
+$26.2M
4
ATKR icon
Atkore
ATKR
+$23.3M
5
HALO icon
Halozyme
HALO
+$23.2M

Top Sells

1
+$44.9M
2
+$35.4M
3
+$31.5M
4
SLB icon
SLB Limited
SLB
+$30.1M
5
AAPL icon
Apple
AAPL
+$28.6M

Sector Composition

1 Technology 24.52%
2 Financials 14.32%
3 Healthcare 14.05%
4 Industrials 13.81%
5 Consumer Discretionary 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$61.7M 0.46%
754,803
+29,094
77
$61.7M 0.46%
727,614
-108,489
78
$60.7M 0.45%
950,716
+14,016
79
$60.7M 0.45%
321,661
-24,070
80
$60.5M 0.45%
428,813
-6,770
81
$59.8M 0.44%
316,213
-348
82
$59.5M 0.44%
272,263
+4,259
83
$59.5M 0.44%
324,411
-7,608
84
$59.4M 0.44%
349,313
+9,723
85
$58.9M 0.44%
711,589
-276
86
$58M 0.43%
391,320
-27,992
87
$57.8M 0.43%
1,673,431
+212,359
88
$57.8M 0.43%
384,197
-19,790
89
$57.6M 0.43%
466,035
+457,675
90
$57.4M 0.43%
460,173
+11,523
91
$57.3M 0.42%
332,613
+10,551
92
$56.7M 0.42%
999,843
-13,823
93
$56M 0.42%
181,341
+27,871
94
$55.5M 0.41%
791,236
-944
95
$54.4M 0.4%
257,952
-14,208
96
$54.1M 0.4%
224,221
+406
97
$53.8M 0.4%
205,826
+4,577
98
$53.8M 0.4%
455,308
+17,758
99
$53.8M 0.4%
499,301
+13,010
100
$53.7M 0.4%
576,189
+7,194
2 3
4
5 6