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
$9.37B
AUM Growth
+$1.34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$44.3M
2
+$28.5M
3
+$25.5M
4
TROW icon
T. Rowe Price
TROW
+$22.1M
5
CRI icon
Carter's
CRI
+$19.5M

Top Sells

1
+$85.8M
2
+$66.5M
3
+$24.5M
4
JNPR
Juniper Networks
JNPR
+$13.7M
5
HST icon
Host Hotels & Resorts
HST
+$13.1M

Sector Composition

1 Technology 19.69%
2 Healthcare 16.31%
3 Industrials 14.81%
4 Financials 14.66%
5 Consumer Discretionary 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$406M 4.34%
3,063,336
-53,691
2
$339M 3.62%
1,524,725
+22,255
3
$222M 2.37%
2,533,440
+14,620
4
$163M 1.74%
623,796
+3,091
5
$149M 1.59%
395,514
-101
6
$144M 1.54%
660,585
+9,431
7
$136M 1.45%
962,695
-28,521
8
$122M 1.3%
691,114
-746
9
$116M 1.24%
916,760
+19,331
10
$113M 1.2%
2,013,690
-112,637
11
$101M 1.07%
1,920,481
-675
12
$100M 1.07%
409,746
-539
13
$99.8M 1.06%
633,883
+2,211
14
$98M 1.05%
470,666
+1,999
15
$96.9M 1.03%
276,408
-1,762
16
$95.8M 1.02%
392,356
-607
17
$94.2M 1%
687,834
+1,334
18
$90.8M 0.97%
367,120
+21,922
19
$86M 0.92%
580,093
+7,406
20
$85.5M 0.91%
1,322,102
+5,292
21
$84.1M 0.9%
536,408
-15,012
22
$83.9M 0.89%
969,443
+2,424
23
$83.7M 0.89%
782,181
-23,862
24
$83.6M 0.89%
496,680
+632
25
$81.1M 0.87%
535,994
+145,939
1
2 3 4 5