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
176
$20.7M 0.15%
202,027
-83,303
177
$19.8M 0.15%
413,641
+39,511
178
$19.4M 0.14%
40,100
+37,578
179
$18.8M 0.14%
120,984
-2,201
180
$18.6M 0.14%
146,768
-189
181
$17.9M 0.13%
149,080
+4,500
182
$17.6M 0.13%
201,400
-220
183
$17M 0.12%
55,981
-7,821
184
$16.7M 0.12%
136,915
+134,943
185
$16.6M 0.12%
33,342
-71
186
$15.4M 0.11%
181,702
-44,871
187
$14.7M 0.11%
594,950
+68,825
188
$14.6M 0.11%
536,161
-7,883
189
$14.2M 0.1%
98,012
+273
190
$14.1M 0.1%
70,270
-13,457
191
$14M 0.1%
34,450
-7,926
192
$13.8M 0.1%
94,467
-1,001
193
$13.8M 0.1%
73,728
-18,339
194
$13.2M 0.1%
122,756
-484
195
$13M 0.1%
162,684
-76,415
196
$12.4M 0.09%
66,120
-445
197
$12.1M 0.09%
35,729
-167,563
198
$11.7M 0.09%
215,454
-10,615
199
$11M 0.08%
203,539
+9,258
200
$10.6M 0.08%
309,484
-273,267
6 7
8
9 10