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
$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
1
$139M 2.17%
3,875,296
+12,908
2
$119M 1.86%
1,810,088
+20,302
3
$98.9M 1.54%
793,729
-4,470
4
$91.5M 1.43%
1,041,434
+28,231
5
$88.3M 1.38%
2,128,280
+76,120
6
$85.8M 1.34%
511,555
-46
7
$85.2M 1.33%
342,826
-3,065
8
$85.1M 1.33%
709,855
+7,634
9
$82.9M 1.29%
463,312
-5,446
10
$82.6M 1.29%
2,196,908
+32,912
11
$82.4M 1.28%
515,033
+4,963
12
$77.4M 1.21%
584,317
-1,399
13
$77.2M 1.2%
331,470
+3,365
14
$75.2M 1.17%
872,849
+8,545
15
$75.2M 1.17%
1,459,268
+64,275
16
$74M 1.15%
961,797
+114,371
17
$72.7M 1.13%
1,305,070
-26,613
18
$71.5M 1.11%
594,845
+13,985
19
$70.7M 1.1%
690,287
-2,370
20
$70M 1.09%
1,568,187
+176,381
21
$68M 1.06%
765,690
+12,444
22
$63.7M 0.99%
967,614
-4,400
23
$61M 0.95%
544,941
+9,991
24
$58.9M 0.92%
814,742
-6,167
25
$58.8M 0.92%
554,694
+7,900
1
2 3 4 5