BTW

Boston Trust Walden Portfolio holdings

AUM $14B
1-Year Est. Return 12.58%
This Quarter Est. Return
1 Year Est. Return
+12.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.85B
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$18.5M
3
+$16.9M
4
FLO icon
Flowers Foods
FLO
+$13.6M
5
GMED icon
Globus Medical
GMED
+$12.8M

Top Sells

1
+$24.1M
2
+$17.4M
3
+$16.8M
4
WST icon
West Pharmaceutical
WST
+$15.6M
5
QCOM icon
Qualcomm
QCOM
+$15.3M

Sector Composition

1 Financials 16.72%
2 Healthcare 16.09%
3 Technology 14.06%
4 Industrials 13.11%
5 Consumer Discretionary 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$94.2M 1.61%
776,728
+17,594
2
$90.5M 1.55%
1,769,104
+31,180
3
$90M 1.54%
3,766,036
+229,408
4
$81.9M 1.4%
348,193
-2,525
5
$80.2M 1.37%
707,889
-60
6
$79.8M 1.36%
508,351
+4,748
7
$78.5M 1.34%
474,738
-1,727
8
$73.6M 1.26%
502,348
+11,447
9
$73.4M 1.25%
1,330,321
+7,415
10
$72.2M 1.23%
317,598
+5,455
11
$70.6M 1.21%
968,020
+5,520
12
$69.2M 1.18%
849,315
+4,164
13
$66.1M 1.13%
2,026,860
+134,512
14
$65.2M 1.11%
626,430
+8,080
15
$63.6M 1.09%
849,758
-144,258
16
$63.5M 1.08%
1,834,780
+155,380
17
$60.1M 1.03%
967,040
+14,625
18
$59.9M 1.02%
651,839
+4,021
19
$58M 0.99%
547,181
-285
20
$57.8M 0.99%
1,020,150
+6,992
21
$55.6M 0.95%
425,096
+6,859
22
$55M 0.94%
587,264
+372
23
$54.4M 0.93%
1,327,908
+24,685
24
$51.8M 0.88%
698,344
+12,773
25
$51.3M 0.88%
770,263
-14,513
1
2 3 4 5