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
201
$12.7M 0.1%
246,901
-444,756
202
$12.7M 0.1%
256,959
+13,897
203
$12.4M 0.1%
106,024
+9,225
204
$12.3M 0.1%
33,355
-1,100
205
$12.2M 0.1%
79,041
-8,711
206
$12.1M 0.1%
195,671
+5,091
207
$12M 0.1%
124,360
-850
208
$11.6M 0.09%
46,005
+3,235
209
$11.1M 0.09%
119,137
+935
210
$11M 0.09%
118,003
-42,335
211
$10.6M 0.09%
102,976
+26,490
212
$10.2M 0.08%
63,932
-4,175
213
$10.1M 0.08%
150,607
+40,842
214
$10.1M 0.08%
86,647
-4,200
215
$10M 0.08%
104,270
-29,305
216
$9.87M 0.08%
204,836
-890
217
$8.67M 0.07%
19,860
+160
218
$8.59M 0.07%
153,938
-1,730
219
$8.58M 0.07%
+238,820
220
$8.53M 0.07%
40,882
-13,905
221
$8.26M 0.07%
211,988
-262
222
$8.23M 0.07%
47,600
+14,150
223
$8.2M 0.07%
58,244
+764
224
$7.72M 0.06%
33,759
-575
225
$7.51M 0.06%
18,215
+4,415
7 8
9
10 11