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
$13.5B
AUM Growth
-$537M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$56.5M
2
+$38.9M
3
+$26.2M
4
ATKR icon
Atkore
ATKR
+$23.3M
5
HALO icon
Halozyme
HALO
+$23.2M

Top Sells

1
+$44.9M
2
+$35.4M
3
+$31.5M
4
SLB icon
SLB Limited
SLB
+$30.1M
5
AAPL icon
Apple
AAPL
+$28.6M

Sector Composition

1 Technology 24.52%
2 Financials 14.32%
3 Healthcare 14.05%
4 Industrials 13.81%
5 Consumer Discretionary 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$53.3M 0.4%
640,890
-1,687
102
$53M 0.39%
431,218
+11,897
103
$52.9M 0.39%
408,007
-80
104
$52.3M 0.39%
135,776
+3,809
105
$51.6M 0.38%
222,774
-6,735
106
$51.5M 0.38%
1,583,899
-251,194
107
$51.2M 0.38%
748,129
-609
108
$50.9M 0.38%
278,588
-2,871
109
$50.8M 0.38%
61,652
+3,957
110
$50.7M 0.38%
275,830
+10,655
111
$50.3M 0.37%
544,720
+554
112
$49.8M 0.37%
348,079
+77,666
113
$49.2M 0.36%
233,913
+6,076
114
$48.8M 0.36%
618,387
+89,726
115
$48.7M 0.36%
684,846
+17,874
116
$48.3M 0.36%
203,769
-2,929
117
$48.3M 0.36%
809,689
+343
118
$47.8M 0.35%
399,678
+8,857
119
$46.6M 0.35%
33,318
-1,234
120
$46.5M 0.34%
249,390
-485
121
$45.9M 0.34%
365,766
-368
122
$45M 0.33%
223,892
+7,222
123
$44.9M 0.33%
632,674
+6,588
124
$43.4M 0.32%
592,093
-98,631
125
$43.3M 0.32%
234,872
+44
3 4
5
6 7