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
$6.22B
AUM Growth
-$194M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$15.2M
3
+$12.7M
4
HUBB icon
Hubbell
HUBB
+$11.8M
5
NTRS icon
Northern Trust
NTRS
+$9.69M

Top Sells

1
+$33.4M
2
+$25.6M
3
+$21M
4
IPGP icon
IPG Photonics
IPGP
+$19.7M
5
COHR
Coherent Inc
COHR
+$15.9M

Sector Composition

1 Financials 18.81%
2 Healthcare 15.97%
3 Technology 14.53%
4 Industrials 12.87%
5 Consumer Discretionary 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$7.18M 0.12%
40,832
+1,788
202
$7.07M 0.11%
64,842
-129
203
$7.03M 0.11%
164,603
+5,367
204
$7.02M 0.11%
+398,863
205
$6.94M 0.11%
338,803
+14,499
206
$6.79M 0.11%
273,358
-85,004
207
$6.77M 0.11%
428,256
-132,411
208
$6.77M 0.11%
141,611
+4,239
209
$6.63M 0.11%
390,806
-122,142
210
$6.52M 0.1%
119,909
+19,538
211
$6.19M 0.1%
124,298
+37,845
212
$5.99M 0.1%
+179,800
213
$5.86M 0.09%
97,021
+2,702
214
$5.76M 0.09%
62,470
+1,870
215
$5.72M 0.09%
+232,633
216
$5.34M 0.09%
158,232
+2,606
217
$5.29M 0.09%
150,516
-42,500
218
$5.26M 0.08%
56,083
+1,781
219
$5.09M 0.08%
141,086
-9,080
220
$5.02M 0.08%
73,044
-15,769
221
$4.96M 0.08%
56,716
+1,000
222
$4.74M 0.08%
118,219
+5,099
223
$4.72M 0.08%
59,970
+17,500
224
$4.58M 0.07%
31,166
-2,146
225
$4.54M 0.07%
43,359
+519
7 8
9
10 11