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
126
$43.3M 0.32%
857,095
-7,756
127
$41.8M 0.31%
+305,224
128
$41.6M 0.31%
490,068
-7,746
129
$41M 0.3%
529,082
-7,792
130
$40.3M 0.3%
480,181
-160,552
131
$40.1M 0.29%
34,398
-4,234
132
$40M 0.29%
326,370
-3,848
133
$39.7M 0.29%
239,122
+66
134
$39.6M 0.29%
233,922
-49,626
135
$39.5M 0.29%
285,340
-100,370
136
$39.5M 0.29%
322,596
-49,192
137
$39.1M 0.29%
77,687
-1,360
138
$39M 0.29%
208,466
-32,570
139
$37.7M 0.28%
733,921
-12,992
140
$37.1M 0.27%
1,522,062
-20,663
141
$37M 0.27%
525,755
+490
142
$36.7M 0.27%
122,384
-171,941
143
$36.5M 0.27%
388,983
-111,865
144
$36M 0.26%
146,522
-7,198
145
$35.8M 0.26%
177,555
-15,513
146
$35.3M 0.26%
212,439
-71,546
147
$33.3M 0.24%
54,405
+9,837
148
$33.2M 0.24%
396,947
-107,469
149
$32.7M 0.24%
429,266
-1,818
150
$31.5M 0.23%
1,609,080
+403,812
4 5
6
7 8