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
$13.5B
AUM Growth
-$537M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$56.5M
2
+$38.9M
3
+$26.2M
4
ATKR icon
Atkore
ATKR
+$23.3M
5
HALO icon
Halozyme
HALO
+$23.2M

Top Sells

1
+$44.9M
2
+$35.4M
3
+$31.5M
4
SLB icon
SLB Limited
SLB
+$30.1M
5
AAPL icon
Apple
AAPL
+$28.6M

Sector Composition

1 Technology 24.52%
2 Financials 14.32%
3 Healthcare 14.05%
4 Industrials 13.81%
5 Consumer Discretionary 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$584M 4.33%
1,307,062
-48,671
2
$419M 3.11%
1,989,960
-135,965
3
$272M 2.02%
1,493,587
-117,717
4
$236M 1.75%
1,285,113
-24,854
5
$213M 1.58%
1,051,777
-141,467
6
$207M 1.53%
1,468,301
-20,120
7
$200M 1.49%
2,801,417
+3,320
8
$187M 1.39%
617,540
-23,635
9
$179M 1.33%
681,112
-37,507
10
$156M 1.16%
538,012
-9,127
11
$151M 1.12%
296,720
-9,435
12
$150M 1.11%
1,024,681
-38,349
13
$139M 1.03%
163,960
-17,335
14
$138M 1.02%
672,994
+7,698
15
$134M 0.99%
567,616
-815
16
$128M 0.95%
778,285
-5,396
17
$127M 0.94%
532,042
-27,621
18
$125M 0.93%
341,578
-4,319
19
$124M 0.92%
364,941
-61,213
20
$122M 0.91%
630,915
+7,720
21
$120M 0.89%
532,346
-25,690
22
$120M 0.89%
221,440
+11,036
23
$118M 0.87%
3,760,723
+46,302
24
$115M 0.86%
809,014
+72,261
25
$115M 0.85%
449,501
-32,185
1
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