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
$13.5B
AUM Growth
-$537M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$56.5M
2
+$38.9M
3
+$26.2M
4
ATKR icon
Atkore
ATKR
+$23.3M
5
HALO icon
Halozyme
HALO
+$23.2M

Top Sells

1
+$44.9M
2
+$35.4M
3
+$31.5M
4
SLB icon
SLB Ltd
SLB
+$30.1M
5
AAPL icon
Apple
AAPL
+$28.6M

Sector Composition

1 Technology 24.52%
2 Financials 14.32%
3 Healthcare 14.05%
4 Industrials 13.81%
5 Consumer Discretionary 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$27.8M 0.21%
736,727
+28,968
152
$27M 0.2%
109,542
+3,525
153
$26.3M 0.2%
1,443,033
-4,163
154
$25.9M 0.19%
310,239
-377,983
155
$24.8M 0.18%
236,827
+7,029
156
$24.2M 0.18%
68,421
-6,412
157
$23.4M 0.17%
436,086
-591
158
$23.3M 0.17%
+172,729
159
$23.2M 0.17%
+443,295
160
$22.9M 0.17%
591,408
-44
161
$22.1M 0.16%
245,078
+6,910
162
$21.8M 0.16%
139,178
+4
163
$21.7M 0.16%
656,333
-14,846
164
$21.6M 0.16%
222,811
-6,206
165
$21.4M 0.16%
234,391
-1,387
166
$20.9M 0.16%
403,482
+4,224
167
$20.8M 0.15%
337,721
-193
168
$20.7M 0.15%
199,730
-7,462
169
$20.7M 0.15%
289,495
+6,967
170
$20M 0.15%
39,746
+11,105
171
$19.8M 0.15%
167,401
+1,949
172
$18.6M 0.14%
290,190
+9,243
173
$18.2M 0.14%
386,024
-637,563
174
$17.7M 0.13%
69,416
-2,928
175
$16.7M 0.12%
186,431
+14,153
5 6
7
8 9