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
$12.5B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$39.8M
2
+$27.2M
3
+$26.9M
4
CARG icon
CarGurus
CARG
+$19.9M
5
PINC icon
Premier
PINC
+$18.2M

Top Sells

1
+$72.9M
2
+$65.5M
3
+$42.4M
4
INTU icon
Intuit
INTU
+$36.8M
5
INTC icon
Intel
INTC
+$22.9M

Sector Composition

1 Technology 20.57%
2 Financials 16.5%
3 Healthcare 15.15%
4 Industrials 14.48%
5 Consumer Discretionary 10.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$44M 0.35%
203,390
+3,848
102
$43.7M 0.35%
266,934
-129,957
103
$43M 0.35%
611,317
-6,198
104
$42.4M 0.34%
236,840
-2,171
105
$42.3M 0.34%
117,617
-2,716
106
$42M 0.34%
171,769
-2,473
107
$41.7M 0.34%
436,655
-2,090
108
$41.3M 0.33%
2,194,248
+538,209
109
$40.1M 0.32%
212,900
+211,153
110
$39.9M 0.32%
241,223
+55,466
111
$39.9M 0.32%
227,012
+11,184
112
$39.8M 0.32%
690,516
-2,265
113
$38.8M 0.31%
905,957
-7,019
114
$38.7M 0.31%
236,479
-1,327
115
$37.8M 0.3%
378,092
-2,020
116
$37.8M 0.3%
1,570,768
+398,299
117
$37.4M 0.3%
456,550
+563
118
$36.7M 0.29%
516,613
+60,368
119
$36.6M 0.29%
1,542,947
-19,221
120
$35.8M 0.29%
140,400
+815
121
$35.7M 0.29%
273,988
+11,936
122
$35.7M 0.29%
294,286
+14,941
123
$35.6M 0.29%
312,451
-9,110
124
$35.2M 0.28%
156,323
-17,531
125
$35.2M 0.28%
487,090
-2,945
3 4
5
6 7