BTW

Boston Trust Walden Portfolio holdings

AUM $12.2B
1-Year Est. Return 12.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.6B
AUM Growth
-$390M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$68.3M
2
+$57.8M
3
+$54.5M
4
GDDY icon
GoDaddy
GDDY
+$47M
5
FTNT icon
Fortinet
FTNT
+$32.4M

Top Sells

1
+$52.5M
2
+$51.9M
3
+$51.4M
4
NTRS icon
Northern Trust
NTRS
+$42.6M
5
MSFT icon
Microsoft
MSFT
+$41.8M

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
$31.4M 0.23%
449,964
-6,727
152
$31.3M 0.23%
1,173,107
-3,346
153
$31.2M 0.23%
171,943
-826
154
$30.9M 0.23%
982,141
-367,326
155
$30.9M 0.23%
326,196
-77,272
156
$30.8M 0.23%
1,433,098
-533,211
157
$30.7M 0.23%
640,416
-11,025
158
$30.5M 0.22%
+363,180
159
$29.9M 0.22%
252,922
-4,541
160
$29.5M 0.22%
229,761
-48,731
161
$28.5M 0.21%
178,998
+30,765
162
$28.4M 0.21%
80,507
-12,913
163
$28.3M 0.21%
703,240
-10,659
164
$27M 0.2%
+475,019
165
$26.8M 0.2%
354,221
+666
166
$26.8M 0.2%
+95,448
167
$26.7M 0.2%
510,999
-687,525
168
$24.3M 0.18%
394,736
-7,164
169
$24.1M 0.18%
1,847,350
-577,467
170
$24M 0.18%
+373,331
171
$23.2M 0.17%
202,588
+60,667
172
$21.9M 0.16%
+180,831
173
$21.7M 0.16%
122,086
-16,910
174
$21.4M 0.16%
275,076
-2,015
175
$21.1M 0.15%
303,451
+41,307
5 6
7
8 9