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
$12.2B
AUM Growth
+$607M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$45.6M
2
+$35.7M
3
+$35.2M
4
SFM icon
Sprouts Farmers Market
SFM
+$35.1M
5
NTRS icon
Northern Trust
NTRS
+$29.7M

Top Sells

1
+$22.2M
2
+$20.4M
3
+$18.1M
4
LECO icon
Lincoln Electric
LECO
+$17.8M
5
MSFT icon
Microsoft
MSFT
+$17.6M

Sector Composition

1 Technology 21.92%
2 Healthcare 16.83%
3 Industrials 15.22%
4 Financials 13.45%
5 Consumer Discretionary 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$474M 3.89%
1,391,229
-51,679
2
$435M 3.57%
2,242,714
-57,617
3
$198M 1.63%
642,127
+2,555
4
$187M 1.53%
1,560,154
-52,710
5
$181M 1.49%
1,245,153
-10,298
6
$169M 1.39%
2,710,940
+80,040
7
$168M 1.38%
1,015,564
+19,919
8
$161M 1.32%
1,334,624
-8,815
9
$161M 1.32%
1,387,394
+3,744
10
$158M 1.3%
667,358
-12,793
11
$156M 1.28%
289,313
-5,801
12
$146M 1.2%
303,257
+911
13
$141M 1.16%
529,984
+131,883
14
$132M 1.09%
433,736
-7,212
15
$132M 1.08%
549,907
-12,728
16
$128M 1.05%
625,755
+3,723
17
$126M 1.04%
681,750
+1,802
18
$120M 0.99%
547,626
+58,584
19
$120M 0.98%
2,877,294
+62,927
20
$120M 0.98%
666,700
+852
21
$116M 0.95%
350,646
-19,119
22
$113M 0.93%
208,369
+9,905
23
$110M 0.9%
937,729
+105,765
24
$108M 0.88%
1,123,496
-72,772
25
$106M 0.87%
403,284
-2,786
1
2 3 4 5