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
$6.22B
AUM Growth
-$194M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$15.2M
3
+$12.7M
4
HUBB icon
Hubbell
HUBB
+$11.8M
5
NTRS icon
Northern Trust
NTRS
+$9.69M

Top Sells

1
+$33.4M
2
+$25.6M
3
+$21M
4
IPGP icon
IPG Photonics
IPGP
+$19.7M
5
COHR
Coherent Inc
COHR
+$15.9M

Sector Composition

1 Financials 18.81%
2 Healthcare 15.97%
3 Technology 14.53%
4 Industrials 12.87%
5 Consumer Discretionary 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$20.1M 0.32%
195,157
+5,315
102
$20M 0.32%
464,515
-3,240
103
$19.9M 0.32%
324,940
-212,250
104
$19.9M 0.32%
217,848
-131,751
105
$19.8M 0.32%
268,124
-78,943
106
$19.7M 0.32%
385,712
-76,687
107
$19.4M 0.31%
651,965
-178,392
108
$19.2M 0.31%
85,247
-70,774
109
$19.2M 0.31%
240,571
+29,029
110
$19.1M 0.31%
379,353
-13,750
111
$18.8M 0.3%
10,040
+753
112
$18.6M 0.3%
236,912
+55,347
113
$18M 0.29%
691,903
-155,282
114
$17.8M 0.29%
307,154
-66,068
115
$17.5M 0.28%
114,445
-5,809
116
$17.4M 0.28%
219,124
-41,722
117
$17M 0.27%
281,522
-12,805
118
$16.9M 0.27%
50,167
-624
119
$16.9M 0.27%
463,068
-138,084
120
$16.8M 0.27%
750,977
-154,215
121
$16.7M 0.27%
826,101
-176,820
122
$16.4M 0.26%
211,840
-45,561
123
$16M 0.26%
240,535
-71,863
124
$15.6M 0.25%
182,495
-54,371
125
$15.3M 0.25%
146,379
+2,526
3 4
5
6 7