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
$11.3B
AUM Growth
+$45.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$124M
2
+$37.2M
3
+$21.9M
4
ICUI icon
ICU Medical
ICUI
+$20.3M
5
DCI icon
Donaldson
DCI
+$20.2M

Top Sells

1
+$138M
2
+$49M
3
+$25.3M
4
HSY icon
Hershey
HSY
+$22.9M
5
JWN
Nordstrom
JWN
+$21.8M

Sector Composition

1 Technology 19.94%
2 Financials 17.19%
3 Healthcare 15.28%
4 Industrials 13.53%
5 Consumer Discretionary 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$430M 3.81%
1,525,840
-700
2
$417M 3.69%
2,947,147
-48,161
3
$197M 1.75%
1,478,780
-1,033,380
4
$193M 1.71%
602,669
-11,425
5
$192M 1.7%
1,437,740
+929,700
6
$173M 1.53%
1,057,220
+2,813
7
$168M 1.49%
374,601
-18,875
8
$155M 1.37%
693,626
-10,678
9
$140M 1.24%
2,436,024
+351,362
10
$132M 1.17%
908,592
-7,316
11
$123M 1.09%
623,855
-8,887
12
$114M 1.01%
2,042,096
+79,569
13
$113M 1%
315,718
-22,482
14
$112M 0.99%
561,169
-23,919
15
$112M 0.99%
1,287,109
-32,863
16
$112M 0.99%
1,884,587
+77,438
17
$111M 0.98%
283,458
-4,224
18
$110M 0.97%
609,010
-6,939
19
$109M 0.96%
412,225
-692
20
$105M 0.93%
652,671
+28,609
21
$105M 0.93%
437,115
+46,779
22
$100M 0.89%
528,391
+2,164
23
$99.3M 0.88%
545,480
+19,961
24
$96.7M 0.86%
389,802
-46,718
25
$95.7M 0.85%
488,259
+3,761
1
2 3 4 5