BTW

Boston Trust Walden Portfolio holdings

AUM $12.2B
1-Year Est. Return 12.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.6B
AUM Growth
-$390M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$68.3M
2
+$57.8M
3
+$54.5M
4
GDDY icon
GoDaddy
GDDY
+$47M
5
FTNT icon
Fortinet
FTNT
+$32.4M

Top Sells

1
+$52.5M
2
+$51.9M
3
+$51.4M
4
NTRS icon
Northern Trust
NTRS
+$42.6M
5
MSFT icon
Microsoft
MSFT
+$41.8M

Sector Composition

1 Technology 25.47%
2 Financials 15.29%
3 Industrials 14.96%
4 Healthcare 12.66%
5 Consumer Discretionary 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$65.8M 0.48%
266,893
-27,575
77
$65M 0.48%
660,128
-33,194
78
$64.7M 0.47%
294,759
-516
79
$64.1M 0.47%
327,950
-22,181
80
$63.8M 0.47%
234,116
-19,497
81
$62.2M 0.46%
382,246
+729
82
$61.6M 0.45%
360,997
+42,590
83
$61.2M 0.45%
833,893
-11,353
84
$60.1M 0.44%
490,546
-1,001
85
$59.9M 0.44%
912,615
-10,280
86
$59.5M 0.44%
183,983
-26,053
87
$59.1M 0.43%
499,063
-41,751
88
$58.9M 0.43%
330,039
+100,298
89
$58.7M 0.43%
339,978
-4,627
90
$58.7M 0.43%
616,260
-7,373
91
$58.3M 0.43%
149,200
-135
92
$58.2M 0.43%
+1,014,096
93
$57.6M 0.42%
53,432
-6,572
94
$57.1M 0.42%
227,389
-40,827
95
$56.7M 0.42%
532,320
-39,947
96
$55.7M 0.41%
678,618
-311
97
$55.5M 0.41%
372,776
+96,114
98
$54.6M 0.4%
592,478
-9,549
99
$54.3M 0.4%
843,455
-132,748
100
$53.9M 0.4%
408,827
+930
2 3
4
5 6