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
$12.5B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$39.8M
2
+$27.2M
3
+$26.9M
4
CARG icon
CarGurus
CARG
+$19.9M
5
PINC icon
Premier
PINC
+$18.2M

Top Sells

1
+$72.9M
2
+$65.5M
3
+$42.4M
4
INTU icon
Intuit
INTU
+$36.8M
5
INTC icon
Intel
INTC
+$22.9M

Sector Composition

1 Technology 20.57%
2 Financials 16.5%
3 Healthcare 15.15%
4 Industrials 14.48%
5 Consumer Discretionary 10.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$509M 4.09%
2,868,219
-78,928
2
$496M 3.98%
1,473,638
-52,202
3
$245M 1.97%
591,750
-10,919
4
$210M 1.69%
1,448,720
+10,980
5
$208M 1.67%
1,440,480
-38,300
6
$197M 1.58%
347,633
-26,968
7
$175M 1.41%
1,106,417
+49,197
8
$149M 1.2%
689,761
-3,865
9
$149M 1.19%
891,845
-16,747
10
$145M 1.17%
289,546
+6,088
11
$144M 1.16%
2,427,755
-8,269
12
$133M 1.06%
537,392
-23,777
13
$128M 1.03%
614,838
+5,828
14
$126M 1.01%
640,060
+16,205
15
$123M 0.99%
489,679
+1,420
16
$123M 0.99%
721,052
+68,381
17
$119M 0.95%
554,721
+9,241
18
$118M 0.95%
223,219
+24,978
19
$117M 0.94%
313,627
-2,091
20
$115M 0.92%
1,315,439
+28,330
21
$111M 0.89%
1,977,997
+93,410
22
$110M 0.88%
226,104
-5,048
23
$110M 0.88%
447,558
+10,443
24
$110M 0.88%
409,534
-2,691
25
$106M 0.85%
488,476
-39,915
1
2 3 4 5