BTW
Boston Trust Walden Portfolio holdings
AUM
$13.2B
1-Year Est. Return
11.8%
This Fund
S&P 500
1 Year Est. Return
+11.8%
AUM
$13.2B
AUM Growth
-$380M
(-2.8%)
Holding
401
Top Buys
| 1 | +$53.8M | |
| 2 | +$41.3M | |
| 3 | +$40.4M | |
| 4 |
Commault Systems
CVLT
|
+$34.6M |
| 5 |
Badger Meter
BMI
|
+$32M |
Top Sells
| 1 | +$51.5M | |
| 2 | +$32.3M | |
| 3 | +$31M | |
| 4 |
Teradata
TDC
|
+$30.8M |
| 5 |
Teradyne
TER
|
+$27.4M |
Sector Composition
| 1 | Technology | 24.85% |
| 2 | Industrials | 15.21% |
| 3 | Financials | 14.88% |
| 4 | Healthcare | 13.51% |
| 5 | Consumer Discretionary | 8.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Hanover Insurance
THG
$6.35B
| $31.1M | 0.24% |
170,347
-1,596
|
|
||
|
152
Commault Systems
CVLT
$3.74B
| $30.8M | 0.23% |
+245,933
|
|
||
153
Casella Waste Systems
CWST
$5.92B
| $30.5M | 0.23% |
+311,665
|
|
||
154
Akamai
AKAM
$14.3B
| $30.4M | 0.23% |
348,956
-5,265
|
|
||
155
iShares Russell 2000 ETF
IWM
$74.8B
| $30.2M | 0.23% |
122,805
+113,270
|
|
||
156
Fortinet
FTNT
$58.8B
| $30M | 0.23% |
378,046
+14,866
|
|
||
157
Cathay General Bancorp
CATY
$3.34B
| $29.1M | 0.22% |
602,303
-38,113
|
|
||
158
Amphastar Pharmaceuticals
AMPH
$930M
| $29.1M | 0.22% |
1,087,266
-85,841
|
|
||
159
Agilent Technologies
A
$34.3B
| $28.3M | 0.21% |
207,881
-21,880
|
|
||
160
Nike
NKE
$92.1B
| $28M | 0.21% |
438,776
-11,188
|
|
||
161
Comcast
CMCSA
$111B
| $27.7M | 0.21% |
927,204
-54,937
|
|
||
162
UMB Financial
UMBF
$8.8B
| $27.3M | 0.21% |
237,130
-15,792
|
|
||
163
ConocoPhillips
COP
$139B
| $27.2M | 0.21% |
290,831
-35,365
|
|
||
164
Bio-Rad Laboratories Class A
BIO
$7.52B
| $27.2M | 0.21% |
89,838
-5,610
|
|
||
165
Terreno Realty
TRNO
$6.85B
| $26.3M | 0.2% |
447,965
-27,054
|
|
||
166
Columbia Sportswear
COLM
$3.34B
| $25.7M | 0.19% |
467,367
-43,632
|
|
||
167
Thermo Fisher Scientific
TMO
$196B
| $25.5M | 0.19% |
43,973
+3,873
|
|
||
168
Vanguard ESG International Stock ETF
VSGX
$6.27B
| $24.7M | 0.19% |
344,906
+41,455
|
|
||
169
Donnelley Financial Solutions
DFIN
$1.27B
| $24.3M | 0.18% |
519,908
-214,013
|
|
||
170
Paylocity
PCTY
$5.74B
| $24.1M | 0.18% |
+157,953
|
|
||
171
Amgen
AMGN
$209B
| $23.5M | 0.18% |
71,905
+57,235
|
|
||
172
Adobe
ADBE
$108B
| $23.5M | 0.18% |
67,220
-13,287
|
|
||
173
1st Source
SRCE
$1.63B
| $23.3M | 0.18% |
372,082
-22,654
|
|
||
174
Power Integrations
POWI
$2.66B
| $23M | 0.17% |
646,744
-56,496
|
|
||
175
lululemon athletica
LULU
$21.7B
| $22.8M | 0.17% |
109,686
-12,400
|
|