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
$13.5B
AUM Growth
-$537M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$56.5M
2
+$38.9M
3
+$26.2M
4
ATKR icon
Atkore
ATKR
+$23.3M
5
HALO icon
Halozyme
HALO
+$23.2M

Top Sells

1
+$44.9M
2
+$35.4M
3
+$31.5M
4
SLB icon
SLB Ltd
SLB
+$30.1M
5
AAPL icon
Apple
AAPL
+$28.6M

Sector Composition

1 Technology 24.52%
2 Financials 14.32%
3 Healthcare 14.05%
4 Industrials 13.81%
5 Consumer Discretionary 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$9.02M 0.07%
132,689
-2,250
202
$9.02M 0.07%
18,030
-372
203
$8.99M 0.07%
100,558
+315
204
$8.94M 0.07%
126,990
205
$8.84M 0.07%
58,380
-850
206
$8.83M 0.07%
308,120
+3,600
207
$8.68M 0.06%
143,993
+2,235
208
$8.52M 0.06%
+28,540
209
$8.47M 0.06%
432,225
-883,686
210
$8.13M 0.06%
41,803
-10,610
211
$7.94M 0.06%
28,855
+585
212
$7.55M 0.06%
43,563
-2,670
213
$7.54M 0.06%
16,942
-210
214
$7.53M 0.06%
189,746
-10,985
215
$7.46M 0.06%
54,485
-1,125
216
$7.23M 0.05%
24,192
-1,911
217
$6.96M 0.05%
63,172
-362
218
$6.66M 0.05%
32,746
+1,414
219
$6.66M 0.05%
33,798
+165
220
$6.43M 0.05%
101,623
-2,145
221
$5.79M 0.04%
+196,572
222
$5.78M 0.04%
29,926
+30
223
$5.5M 0.04%
44,866
+1,275
224
$5.19M 0.04%
262,636
225
$4.86M 0.04%
46,795
-225
7 8
9
10 11