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
$12.5B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$39.8M
2
+$27.2M
3
+$26.9M
4
CARG icon
CarGurus
CARG
+$19.9M
5
PINC
Premier
PINC
+$18.2M

Top Sells

1
+$72.9M
2
+$65.5M
3
+$42.4M
4
INTU icon
Intuit
INTU
+$36.8M
5
INTC icon
Intel
INTC
+$22.9M

Sector Composition

1 Technology 20.57%
2 Financials 16.5%
3 Healthcare 15.15%
4 Industrials 14.48%
5 Consumer Discretionary 10.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$28.2M 0.23%
394,306
-716
152
$28M 0.22%
650,884
-3,084
153
$27.6M 0.22%
110,327
+37,709
154
$27.4M 0.22%
199,555
+1,001
155
$27.2M 0.22%
+710,958
156
$27.2M 0.22%
651,905
+202,987
157
$27.1M 0.22%
199,456
-847
158
$26.9M 0.22%
+171,175
159
$26.5M 0.21%
137,002
+5,915
160
$26.5M 0.21%
88,532
-459
161
$25.5M 0.21%
230,203
-187
162
$25.4M 0.2%
147,581
+363
163
$25.1M 0.2%
38,576
-512
164
$24.3M 0.19%
166,348
-31,750
165
$24M 0.19%
320,340
+1,647
166
$23.9M 0.19%
184,328
-5,000
167
$23.8M 0.19%
142,815
+29,757
168
$23.6M 0.19%
280,967
-1,092
169
$23.3M 0.19%
233,146
+68,026
170
$23.2M 0.19%
208,108
+51,942
171
$23.1M 0.19%
195,628
+830
172
$22.9M 0.18%
268,528
+11,327
173
$22.8M 0.18%
168,134
+37,817
174
$21.9M 0.18%
203,837
+568
175
$21.6M 0.17%
218,199
+1,185
5 6
7
8 9