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
$14.3B
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$39.5M
2
+$37M
3
+$34.1M
4
SMPL icon
Simply Good Foods
SMPL
+$28.2M
5
BLK icon
Blackrock
BLK
+$27.8M

Top Sells

1
+$87.9M
2
+$49.7M
3
+$46.4M
4
IDCC icon
InterDigital
IDCC
+$43M
5
CORT icon
Corcept Therapeutics
CORT
+$31M

Sector Composition

1 Technology 23.92%
2 Financials 16.3%
3 Healthcare 14.03%
4 Industrials 13.35%
5 Consumer Discretionary 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$63M 0.44%
633,623
-1,901
77
$62.7M 0.44%
509,601
+15,602
78
$62.3M 0.44%
318,922
+9,134
79
$62.2M 0.44%
58,966
-9,313
80
$61.7M 0.43%
564,184
+852
81
$61.6M 0.43%
328,743
+6,912
82
$61.5M 0.43%
804,345
+516,585
83
$61.4M 0.43%
469,726
+15,621
84
$60.7M 0.43%
290,219
+9,042
85
$60.2M 0.42%
1,069,360
+21,449
86
$60.2M 0.42%
205,907
-14,590
87
$60.1M 0.42%
384,284
-6,954
88
$57.5M 0.4%
1,002,004
+28,725
89
$57.3M 0.4%
820,116
+313,689
90
$57M 0.4%
574,399
-48,773
91
$56.3M 0.4%
126,629
-863
92
$55.8M 0.39%
11,221
+672
93
$55.2M 0.39%
199,037
-32,156
94
$54.6M 0.38%
641,863
+21,154
95
$54.5M 0.38%
1,065,484
+88,216
96
$54.4M 0.38%
351,597
-5,096
97
$54.4M 0.38%
290,508
+20,192
98
$54M 0.38%
141,267
+9,991
99
$53.8M 0.38%
277,571
-222,147
100
$53.7M 0.38%
211,670
-1,336
2 3
4
5 6