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
$6.22B
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
1
$145M 2.33%
4,034,376
+159,080
2
$126M 2.02%
1,823,534
+13,446
3
$115M 1.84%
2,521,380
+393,100
4
$106M 1.7%
800,102
+6,373
5
$100M 1.61%
1,095,707
+54,273
6
$93.2M 1.5%
535,631
+20,598
7
$88.5M 1.42%
464,784
+1,472
8
$86.9M 1.4%
2,233,712
+36,804
9
$85.6M 1.38%
692,050
-17,805
10
$82.9M 1.33%
578,865
-5,452
11
$81.8M 1.31%
511,307
-248
12
$80.8M 1.3%
1,611,327
+43,140
13
$79.5M 1.28%
915,459
-46,338
14
$77.9M 1.25%
1,499,765
+40,497
15
$76M 1.22%
608,963
+14,118
16
$75M 1.21%
237,284
-105,542
17
$72.8M 1.17%
775,822
+10,132
18
$72.7M 1.17%
876,635
+3,786
19
$72.6M 1.17%
1,230,837
-74,233
20
$71.3M 1.15%
695,942
+5,655
21
$68.4M 1.1%
116,148
-359
22
$63.1M 1.01%
546,127
+1,186
23
$62.3M 1%
428,494
+214
24
$61.4M 0.99%
563,842
+9,148
25
$59.4M 0.96%
428,253
+4,985
1
2 3 4 5