BTW

Boston Trust Walden Portfolio holdings

AUM $13.7B
This Quarter Return
-1.45%
1 Year Return
+6.2%
3 Year Return
+28.27%
5 Year Return
+141.68%
10 Year Return
+264.36%
AUM
$13.7B
AUM Growth
-$564M
Cap. Flow
-$126M
Cap. Flow %
-0.92%
Top 10 Hldgs %
17.45%
Holding
389
New
10
Increased
96
Reduced
194
Closed
17

Top Buys

1
$54.1M
2
$51.3M
3
$38.4M
4
$38.4M
5
$35.6M

Top Sells

1
$51.3M
2
$47.8M
3
$35.9M
4
$29.9M
5
$29.5M

Sector Composition

1Technology22.64%
2Financials16.75%
3Healthcare14.64%
4Industrials13.63%
5Consumer Discretionary9.94%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$20.6M0.15% 187,097
-11,241
-6%
-$1.24M
$20.4M0.15% 65,165
-2,187
-3%
-$683K
$20.3M0.15% 279,902
-2,470
-0.9%
-$179K
$19.8M0.14% 38,499
+14,567
+61%
+$7.49M
$19.7M0.14% 220,467
+572
+0.3%
+$51K
$18.2M0.13% 414,685
-21,280
-5%
-$935K
$18.2M0.13% 131,364
-163,250
-55%
-$22.6M
$16.5M0.12% 395,261
+69,017
+21%
+$2.88M
$16.2M0.12% 75,542
-3,737
-5%
-$802K
$15.5M0.11% 42,249
-521
-1%
-$191K
$15.1M0.11% 85,917
-1,305
-2%
-$229K
$14.6M0.11% 32,768
+5,220
+19%
+$2.33M
$14.3M0.1% 84,725
+11,795
+16%
+$2M
$14M0.1% 308,894
+37,150
+14%
+$1.69M
$13.9M0.1% 235,877
+18,767
+9%
+$1.11M
$13.9M0.1% 44,520
+5,983
+16%
+$1.86M
$13.7M0.1% 93,173
+50,490
+118%
+$7.45M
$13.7M0.1% 125,266
+9,120
+8%
+$994K
$12.7M0.09% 141,389
+8,047
+6%
+$723K
$11.9M0.09% 229,173
+12,665
+6%
+$659K
$11.8M0.09% 8,216
-225
-3%
-$322K
$11.6M0.08% 95,284
-2,100
-2%
-$256K
$11.6M0.08% 67,405
-860
-1%
-$148K
$10.9M0.08% 241,914
-19,200
-7%
-$869K
$10.8M0.08% 255,996
+70,967
+38%
+$3M
1 67891016