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
$10.1B
AUM Growth
-$488M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$42.1M
2
+$25.6M
3
+$20.6M
4
IEX icon
IDEX
IEX
+$16.9M
5
UMBF icon
UMB Financial
UMBF
+$15.3M

Top Sells

1
+$33.1M
2
+$29.3M
3
+$23.6M
4
ENSG icon
The Ensign Group
ENSG
+$23.2M
5
CHD icon
Church & Dwight Co
CHD
+$21.8M

Sector Composition

1 Technology 19.09%
2 Healthcare 16.43%
3 Financials 16.32%
4 Industrials 15.03%
5 Consumer Discretionary 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$370M 3.67%
2,679,679
-64,830
2
$343M 3.4%
1,471,729
-10,354
3
$158M 1.57%
615,095
+23,533
4
$148M 1.47%
907,556
+78,136
5
$147M 1.46%
1,539,350
-5,390
6
$146M 1.44%
308,382
-4,286
7
$142M 1.4%
280,235
-8,621
8
$135M 1.34%
1,402,105
-15,195
9
$130M 1.29%
1,244,650
+118,104
10
$127M 1.26%
2,596,514
+16,867
11
$123M 1.22%
690,687
-4,117
12
$118M 1.17%
1,242,035
+4,427
13
$116M 1.15%
512,807
-13,911
14
$110M 1.09%
699,060
+10,282
15
$106M 1.05%
391,999
-9,102
16
$104M 1.03%
467,016
-40,465
17
$103M 1.03%
633,825
+13,604
18
$98.8M 0.98%
507,374
+6,550
19
$96.2M 0.95%
765,281
+10,194
20
$95.6M 0.95%
429,123
-13,625
21
$91M 0.9%
563,136
+5,624
22
$90.9M 0.9%
227,185
-30,205
23
$90.7M 0.9%
447,814
+41,045
24
$88.7M 0.88%
1,036,451
+154,487
25
$87.3M 0.86%
199,905
+3,424
1
2 3 4 5