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
$6.42B
AUM Growth
+$73.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1 +$23.9M
2 +$16M
3 +$14.9M
4
SBUX icon
Starbucks
SBUX
+$10.3M
5
ATR icon
AptarGroup
ATR
+$8.81M

Top Sells

1 +$22.1M
2 +$15.5M
3 +$14.3M
4
CLC
Clarcor
CLC
+$13.1M
5
WEX icon
WEX
WEX
+$12.8M

Sector Composition

1 Financials 18.4%
2 Healthcare 14.75%
3 Technology 14.75%
4 Industrials 13.71%
5 Consumer Discretionary 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$6.96M 0.11%
193,016
202
$6.95M 0.11%
159,236
+37,931
203
$6.86M 0.11%
88,813
-1,325
204
$6.85M 0.11%
221,687
+5,954
205
$6.79M 0.11%
324,304
-4,036
206
$6.73M 0.1%
330,643
-5,427
207
$6.68M 0.1%
+100,371
208
$6.67M 0.1%
64,971
-3,894
209
$6.54M 0.1%
94,319
-908
210
$6.51M 0.1%
93,799
+2,436
211
$6.4M 0.1%
137,372
-332,812
212
$6.28M 0.1%
1,589,173
-123,270
213
$6.23M 0.1%
66,669
-992
214
$6.2M 0.1%
122,968
-1,210
215
$5.94M 0.09%
150,166
+6,618
216
$5.61M 0.09%
155,626
+12,309
217
$5.55M 0.09%
33,312
-1,457
218
$5.17M 0.08%
54,302
-627
219
$5.16M 0.08%
+86,453
220
$5.08M 0.08%
60,600
+6,760
221
$4.81M 0.08%
55,716
+249
222
$4.8M 0.07%
42,840
-71,097
223
$4.74M 0.07%
113,120
+8,358
224
$4.61M 0.07%
32,305
+480
225
$4.45M 0.07%
141,790
+15,397