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
101
$53.8M 0.4%
155,900
-48,057
102
$52.5M 0.39%
363,041
-6,372
103
$51.8M 0.38%
621,913
-460
104
$51.6M 0.38%
42,031
+94
105
$51.5M 0.38%
173,366
-286
106
$51.5M 0.38%
238,525
-29,500
107
$51M 0.37%
1,135,165
-5,736
108
$50.8M 0.37%
53,264
-5,450
109
$50.3M 0.37%
251,845
-3,532
110
$50.1M 0.37%
704,842
-252,290
111
$50.1M 0.37%
617,500
-492,422
112
$49.9M 0.37%
191,521
-5,091
113
$49.1M 0.36%
459,554
+142,077
114
$49.1M 0.36%
786,086
-14,080
115
$48.1M 0.35%
307,242
+82,051
116
$47.9M 0.35%
2,639,992
+477,196
117
$47.3M 0.35%
1,163,975
+1,332
118
$46.7M 0.34%
562,261
-9,811
119
$46.6M 0.34%
956,690
-133,250
120
$46.1M 0.34%
284,531
-23,932
121
$44.9M 0.33%
460,287
-385,624
122
$44.9M 0.33%
1,137,754
-96,996
123
$44.1M 0.32%
113,622
-1,991
124
$43.6M 0.32%
323,761
+38,071
125
$43.4M 0.32%
398,507
+374,900
3 4
5
6 7