BTW

Boston Trust Walden Portfolio holdings

AUM $13.7B
AUM
$13.7B
AUM Growth
-$564M
Cap. Flow
-$126M
Cap. Flow %
-0.92%
Top 10 Hldgs %
17.45%
Holding
389
New
10
Increased
96
Reduced
194
Closed
17

Sector Composition

1Technology22.64%
2Financials16.75%
3Healthcare14.64%
4Industrials13.63%
5Consumer Discretionary9.94%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$34M0.25%535,992
-18,524
-3%
-$1.18M
$33.8M0.25%49,686
+1,119
+2%
+$761K
$33.6M0.25%117,894
-2,964
-2%
-$846K
$33.4M0.24%404,764
-3,413
-0.8%
-$282K
$33.3M0.24%762,656
-11,101
-1%
-$485K
$32.8M0.24%164,029
-35,008
-18%
-$6.99M
$32.3M0.24%1,245,385
-11,294
-0.9%
-$293K
$30.9M0.23%205,402
+919
+0.5%
+$138K
$30.1M0.22%216,665
-100,581
-32%
-$14M
$28.7M0.21%666,252
-10,841
-2%
-$466K
$28.4M0.21%309,571
-81,355
-21%
-$7.47M
$28.3M0.21%29,888
+2,786
+10%
+$2.64M
$26.9M0.2%1,645,924 New
+$26.9M
$26.6M0.19%262,931
-5,019
-2%
-$507K
$26.5M0.19%328,987
+828
+0.3%
+$66.7K
$24.6M0.18%411,510
-7,058
-2%
-$422K
$24.2M0.18%1,365,291
-2,085
-0.2%
-$37K
$23.8M0.17%242,931
-67,132
-22%
-$6.58M
$23M0.17%149,236
-16,522
-10%
-$2.55M
$22.1M0.16%383,285
-4,160
-1%
-$240K
$22.1M0.16%178,012 New
+$22.1M
$21.8M0.16%836,173
-487,446
-37%
-$12.7M
$21.7M0.16%129,505
-3,908
-3%
-$654K
$21.4M0.16%228,138
+29,320
+15%
+$2.75M
$21.1M0.15%123,187
-152,947
-55%
-$26.2M