BTW

Boston Trust Walden Portfolio holdings

AUM $13.6B
1-Year Est. Return 9.11%
This Quarter Est. Return
1 Year Est. Return
+9.11%
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
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
126
$35M 0.28%
572,408
+79,356
127
$34M 0.27%
641,433
+181,560
128
$34M 0.27%
401,692
+104
129
$33.3M 0.27%
362,202
+15,133
130
$33.2M 0.27%
351,108
+745
131
$33.2M 0.27%
181,414
+83
132
$33.1M 0.27%
135,360
-16
133
$32.7M 0.26%
312,423
+37,814
134
$32.4M 0.26%
848,417
-5,424
135
$32.2M 0.26%
236,571
+2,333
136
$31.8M 0.26%
84,471
+849
137
$31.7M 0.25%
847,372
+3,600
138
$31.7M 0.25%
145,238
+6,440
139
$31.5M 0.25%
431,128
-2,188
140
$31.3M 0.25%
331,409
+13,533
141
$31.2M 0.25%
292,481
-1,848
142
$30.6M 0.25%
721,422
-1,766
143
$30.6M 0.25%
205,753
-37,385
144
$30.4M 0.24%
391,651
-436
145
$30.3M 0.24%
250,497
+302
146
$30.3M 0.24%
143,050
+413
147
$29.1M 0.23%
41,252
+8,665
148
$29M 0.23%
607,980
-110,785
149
$29M 0.23%
361,681
-753
150
$28.7M 0.23%
352,402
-1,894
4 5
6
7 8