BTW

Boston Trust Walden Portfolio holdings

AUM $13.7B
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
$10.5M0.08% 53,083
-149,072
-74%
-$29.5M
$10.4M0.08% 557,583
+6,866
+1%
+$128K
$10.4M0.08% 254,832
+142,388
+127%
+$5.79M
$9.79M0.07%
+202,570
 New
+$9.79M
$9.4M0.07% 122,849
-9,160
-7%
-$701K
$9.16M0.07% 610,889
-6,447
-1%
-$96.6K
$9.08M0.07% 44,292
-663
-1%
-$136K
$9.07M0.07% 24,733
-340
-1%
-$125K
$8.7M0.06% 37,545
-335
-0.9%
-$77.6K
$8.63M0.06% 48,278
-555
-1%
-$99.2K
$8.43M0.06% 67,773
-545
-0.8%
-$67.8K
$8.34M0.06% 26,332
-6,550
-20%
-$2.07M
$8.25M0.06% 22,391
-971
-4%
-$358K
$8.07M0.06% 49,018
+7,542
+18%
+$1.24M
$8.05M0.06% 33,212
-213
-0.6%
-$51.6K
$7.67M0.06% 8,225
+7,313
+802%
+$6.82M
$7.6M0.06% 52,600
-805
-2%
-$116K
$7.58M0.06% 32,589
-330
-1%
-$76.8K
$7.09M0.05% 14,312
-365
-2%
-$181K
$6.83M0.05% 62,258
-300
-0.5%
-$32.9K
$6.76M0.05% 112,980
+12,068
+12%
+$722K
$6.15M0.04% 46,333
-800
-2%
-$106K
$5.78M0.04% 262,636––
$5.41M0.04% 25,800
+195
+0.8%
+$40.9K
$4.75M0.03% 18,729
-175
-0.9%
-$44.4K
1 789101116