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
$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 Ltd
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
126
$42.6M 0.32%
258,502
-5,070
127
$42M 0.31%
210,723
+195,520
128
$41.7M 0.31%
526,184
-1,056
129
$41.4M 0.31%
401,239
+355
130
$41.4M 0.31%
200,314
+5,375
131
$41.4M 0.31%
354,666
+98,778
132
$40.5M 0.3%
983,688
+156,222
133
$40.1M 0.3%
540,365
-237
134
$39.9M 0.3%
884,374
+23,179
135
$38.9M 0.29%
327,530
-13,560
136
$38.1M 0.28%
9,623
+78
137
$35.3M 0.26%
212,731
+6,173
138
$34.6M 0.26%
126,067
-720
139
$34.5M 0.26%
1,187,086
+34,965
140
$33.7M 0.25%
903,372
+702,760
141
$33.2M 0.25%
81,529
-304
142
$32.2M 0.24%
634,960
-284
143
$31.2M 0.23%
467,897
+103,310
144
$30.6M 0.23%
280,072
+2,852
145
$30.4M 0.23%
325,053
+9,371
146
$30.2M 0.22%
99,436
-13,723
147
$30M 0.22%
1,216,760
+191,259
148
$29.9M 0.22%
376,793
+11,177
149
$29.1M 0.22%
274,405
+118,561
150
$28.2M 0.21%
137,019
+152
4 5
6
7 8