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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
$13.2B
AUM Growth
-$380M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1 +$53.8M
2 +$41.3M
3 +$40.4M
4
CVLT icon
Commault Systems
CVLT
+$34.6M
5
BMI icon
Badger Meter
BMI
+$32M

Top Sells

1 +$51.5M
2 +$32.3M
3 +$31M
4
TDC icon
Teradata
TDC
+$30.8M
5
TER icon
Teradyne
TER
+$27.4M

Sector Composition

1 Technology 24.85%
2 Industrials 15.21%
3 Financials 14.88%
4 Healthcare 13.51%
5 Consumer Discretionary 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
THG icon
151
Hanover Insurance
THG
$6.92B
$31.1M 0.24%
170,347
-1,596
CVLT icon
152
Commault Systems
CVLT
$5.27B
$30.8M 0.23%
+245,933
CWST icon
153
Casella Waste Systems
CWST
$5.68B
$30.5M 0.23%
+311,665
AKAM icon
154
Akamai
AKAM
$19.4B
$30.4M 0.23%
348,956
-5,265
IWM icon
155
iShares Russell 2000 ETF
IWM
$80.4B
$30.2M 0.23%
122,805
+113,270
FTNT icon
156
Fortinet
FTNT
$107B
$30M 0.23%
378,046
+14,866
CATY icon
157
Cathay General Bancorp
CATY
$4.09B
$29.1M 0.22%
602,303
-38,113
AMPH icon
158
Amphastar Pharmaceuticals
AMPH
$886M
$29.1M 0.22%
1,087,266
-85,841
A icon
159
Agilent Technologies
A
$36.7B
$28.3M 0.21%
207,881
-21,880
NKE icon
160
Nike
NKE
$66.5B
$28M 0.21%
438,776
-11,188
CMCSA icon
161
Comcast
CMCSA
$87.5B
$27.7M 0.21%
927,204
-54,937
UMBF icon
162
UMB Financial
UMBF
$10.3B
$27.3M 0.21%
237,130
-15,792
COP icon
163
ConocoPhillips
COP
$143B
$27.2M 0.21%
290,831
-35,365
BIO icon
164
Bio-Rad Laboratories Class A
BIO
$7.65B
$27.2M 0.21%
89,838
-5,610
TRNO icon
165
Terreno Realty
TRNO
$7.11B
$26.3M 0.2%
447,965
-27,054
COLM icon
166
Columbia Sportswear
COLM
$3.43B
$25.7M 0.19%
467,367
-43,632
TMO icon
167
Thermo Fisher Scientific
TMO
$174B
$25.5M 0.19%
43,973
+3,873
VSGX icon
168
Vanguard ESG International Stock ETF
VSGX
$6.65B
$24.7M 0.19%
344,906
+41,455
DFIN icon
169
Donnelley Financial Solutions
DFIN
$960M
$24.3M 0.18%
519,908
-214,013
PCTY icon
170
Paylocity
PCTY
$5.83B
$24.1M 0.18%
+157,953
AMGN icon
171
Amgen
AMGN
$192B
$23.5M 0.18%
71,905
+57,235
ADBE icon
172
Adobe
ADBE
$82.5B
$23.5M 0.18%
67,220
-13,287
SRCE icon
173
1st Source
SRCE
$1.89B
$23.3M 0.18%
372,082
-22,654
POWI icon
174
Power Integrations
POWI
$4.37B
$23M 0.17%
646,744
-56,496
LULU icon
175
lululemon athletica
LULU
$13.5B
$22.8M 0.17%
109,686
-12,400