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
176
$21.1M 0.17%
72,397
-1,719
177
$20.9M 0.17%
32,456
-57,289
178
$20.4M 0.16%
1,031,007
-30,838
179
$19.9M 0.16%
+590,601
180
$19M 0.15%
579,703
-22,168
181
$18.9M 0.15%
631,297
+26,965
182
$17.9M 0.14%
361,510
-2,506
183
$17.9M 0.14%
316,685
+650
184
$17.7M 0.14%
129,900
-3,300
185
$16.8M 0.13%
287,914
+3,738
186
$16.7M 0.13%
611,932
-3,050
187
$16.1M 0.13%
204,327
-2,200
188
$16M 0.13%
65,402
-695
189
$15.6M 0.13%
187,080
-302
190
$15M 0.12%
176,163
-22,996
191
$15M 0.12%
325,703
-4,536
192
$14.5M 0.12%
53,040
+7,610
193
$14.3M 0.11%
274,881
+49,434
194
$14M 0.11%
386,536
-16,296
195
$14M 0.11%
63,427
-125
196
$13.9M 0.11%
166,218
+169
197
$13.9M 0.11%
295,500
-13,950
198
$13.6M 0.11%
214,799
-909
199
$13.4M 0.11%
176,365
+2,075
200
$13.1M 0.11%
137,863
-1,918
6 7
8
9 10