BTW

Boston Trust Walden Portfolio holdings

AUM $13.7B
AUM
$13.7B
AUM Growth
-$564M
Cap. Flow
+$35.1M
Cap. Flow %
0.26%
Top 10 Hldgs %
17.45%
Holding
389
New
10
Increased
96
Reduced
194
Closed
17

Sector Composition

1Technology22.64%
2Financials16.75%
3Healthcare14.64%
4Industrials13.63%
5Consumer Discretionary9.94%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$52.7M0.38%340,650
-28,882
-8%
-$4.46M
$52.6M0.38%300,326
-4,938
-2%
-$864K
$52.5M0.38%331,790
-101,548
-23%
-$16.1M
$52.4M0.38%294,709
+4,201
+1%
+$748K
$52.3M0.38%11,350
+129
+1%
+$594K
$51.9M0.38%194,847
+27
+0%
+$7.19K
$51.5M0.38%787,518
+10,264
+1%
+$671K
$51.3M0.37%2,848,303 New
+$51.3M
$51.1M0.37%205,889
-5,781
-3%
-$1.43M
$50M0.37%353,837
-13,318
-4%
-$1.88M
$49.3M0.36%272,474
+40,460
+17%
+$7.32M
$49.1M0.36%431,856
+11,216
+3%
+$1.28M
$49.1M0.36%612,552
-392
-0.1%
-$31.4K
$48.5M0.35%378,248
-6,036
-2%
-$773K
$47.9M0.35%616,553
-1,550
-0.3%
-$120K
$47.6M0.35%260,406
+40,859
+19%
+$7.46M
$46.2M0.34%163,578
+168
+0.1%
+$47.5K
$45.8M0.33%298,048
+8,517
+3%
+$1.31M
$45.3M0.33%1,578,610
+267,537
+20%
+$7.68M
$44.7M0.33%235,081
-4,229
-2%
-$805K
$44.3M0.32%258,256
+93,411
+57%
+$16M
$44.1M0.32%369,755
+9,932
+3%
+$1.18M
$43.8M0.32%498,520
+436,805
+708%
+$38.4M
$43.5M0.32%371,673
-13,459
-3%
-$1.57M
$43.2M0.32%214,147
+106,197
+98%
+$21.4M