BTW
Boston Trust Walden Portfolio holdings
AUM
$13.6B
1-Year Est. Return
9.11%
1 Year Est. Return
+9.11%
AUM
$13.6B
AUM Growth
-$390M
(-2.8%)
Holding
403
Top Buys
| 1 | +$67.9M | |
| 2 | +$58.2M | |
| 3 | +$41.8M | |
| 4 |
Sprouts Farmers Market
SFM
|
+$40.8M |
| 5 |
Fortinet
FTNT
|
+$30.5M |
Top Sells
| 1 | +$56.5M | |
| 2 | +$55.6M | |
| 3 | +$51.5M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$46.8M |
| 5 |
Northern Trust
NTRS
|
+$44.5M |
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 | |
|---|---|---|---|---|---|---|
151
Nike
NKE
$95.5B
| $31.4M | 0.23% |
449,964
-6,727
|
|
||
152
Amphastar Pharmaceuticals
AMPH
$1.27B
| $31.3M | 0.23% |
1,173,107
-3,346
|
|
||
153
Hanover Insurance
THG
$6.6B
| $31.2M | 0.23% |
171,943
-826
|
|
||
154
Comcast
CMCSA
$97.3B
| $30.9M | 0.23% |
982,141
-367,326
|
|
||
155
ConocoPhillips
COP
$110B
| $30.9M | 0.23% |
326,196
-77,272
|
|
||
156
Teradata
TDC
$2.67B
| $30.8M | 0.23% |
1,433,098
-533,211
|
|
||
157
Cathay General Bancorp
CATY
$3.3B
| $30.7M | 0.23% |
640,416
-11,025
|
|
||
|
158
Fortinet
FTNT
$60.3B
| $30.5M | 0.22% |
+363,180
|
|
||
159
UMB Financial
UMBF
$8.44B
| $29.9M | 0.22% |
252,922
-4,541
|
|
||
160
Agilent Technologies
A
$43.4B
| $29.5M | 0.22% |
229,761
-48,731
|
|
||
161
Morgan Stanley
MS
$270B
| $28.5M | 0.21% |
178,998
+30,765
|
|
||
162
Adobe
ADBE
$134B
| $28.4M | 0.21% |
80,507
-12,913
|
|
||
163
Power Integrations
POWI
$1.86B
| $28.3M | 0.21% |
703,240
-10,659
|
|
||
164
Terreno Realty
TRNO
$6.46B
| $27M | 0.2% |
+475,019
|
|
||
165
Akamai
AKAM
$12.9B
| $26.8M | 0.2% |
354,221
+666
|
|
||
166
Bio-Rad Laboratories Class A
BIO
$8.76B
| $26.8M | 0.2% |
+95,448
|
|
||
167
Columbia Sportswear
COLM
$2.89B
| $26.7M | 0.2% |
510,999
-687,525
|
|
||
168
1st Source
SRCE
$1.53B
| $24.3M | 0.18% |
394,736
-7,164
|
|
||
169
Flowers Foods
FLO
$2.27B
| $24.1M | 0.18% |
1,847,350
-577,467
|
|
||
170
Lakeland Financial Corp
LKFN
$1.49B
| $24M | 0.18% |
+373,331
|
|
||
171
WEC Energy
WEC
$36.5B
| $23.2M | 0.17% |
202,588
+60,667
|
|
||
172
Pricesmart
PSMT
$3.8B
| $21.9M | 0.16% |
+180,831
|
|
||
173
lululemon athletica
LULU
$21.8B
| $21.7M | 0.16% |
122,086
-16,910
|
|
||
174
Edwards Lifesciences
EW
$50.3B
| $21.4M | 0.16% |
275,076
-2,015
|
|
||
175
Vanguard ESG International Stock ETF
VSGX
$5.38B
| $21.1M | 0.15% |
303,451
+41,307
|
|