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
$11.2B
AUM Growth
+$921M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$33.4M
2
+$32.8M
3
+$30.3M
4
COLB icon
Columbia Banking Systems
COLB
+$22.7M
5
EBAY icon
eBay
EBAY
+$19.4M

Top Sells

1
+$52.2M
2
+$46.7M
3
+$38M
4
MMM icon
3M
MMM
+$33.9M
5
SBNY
Signature Bank
SBNY
+$28M

Sector Composition

1 Technology 19.74%
2 Financials 16.42%
3 Healthcare 14.76%
4 Industrials 14.05%
5 Consumer Discretionary 10.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$414M 3.68%
1,526,540
-9,347
2
$410M 3.65%
2,995,308
+27,382
3
$315M 2.8%
2,512,160
-43,680
4
$181M 1.61%
614,094
-4,917
5
$165M 1.46%
704,304
-6,899
6
$164M 1.46%
1,054,407
+43,408
7
$156M 1.38%
393,476
-3,471
8
$141M 1.26%
915,908
-20,528
9
$132M 1.18%
2,084,662
+10,764
10
$125M 1.11%
632,742
+12,727
11
$117M 1.04%
338,200
-48,745
12
$116M 1.03%
585,088
+1,763
13
$115M 1.02%
287,682
+5,352
14
$115M 1.02%
615,949
+28,159
15
$112M 0.99%
1,962,527
+30,861
16
$109M 0.97%
525,519
+7,547
17
$107M 0.95%
412,917
-2,579
18
$107M 0.95%
484,498
+14,420
19
$103M 0.92%
1,807,149
+147,895
20
$103M 0.91%
624,062
-10,322
21
$103M 0.91%
1,319,972
+8,647
22
$101M 0.9%
719,200
+19,573
23
$99.2M 0.88%
857,713
+62,264
24
$92.9M 0.83%
526,227
-16,891
25
$92.6M 0.82%
390,336
-253
1
2 3 4 5