BTW

Boston Trust Walden Portfolio holdings

AUM $12.2B
1-Year Est. Return 12.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.6B
AUM Growth
-$390M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$68.3M
2
+$57.8M
3
+$54.5M
4
GDDY icon
GoDaddy
GDDY
+$47M
5
FTNT icon
Fortinet
FTNT
+$32.4M

Top Sells

1
+$52.5M
2
+$51.9M
3
+$51.4M
4
NTRS icon
Northern Trust
NTRS
+$42.6M
5
MSFT icon
Microsoft
MSFT
+$41.8M

Sector Composition

1 Technology 25.47%
2 Financials 15.29%
3 Industrials 14.96%
4 Healthcare 12.66%
5 Consumer Discretionary 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$546M 4.01%
1,054,523
-81,972
2
$407M 2.98%
1,597,030
-158,424
3
$260M 1.91%
825,787
-129,751
4
$257M 1.89%
1,057,221
-192,331
5
$227M 1.66%
931,257
-135,209
6
$221M 1.62%
2,702,725
-123,191
7
$186M 1.36%
995,861
+30,475
8
$174M 1.28%
509,138
-40,878
9
$165M 1.21%
1,234,354
+174,084
10
$152M 1.11%
1,146,289
+8,425
11
$151M 1.11%
350,616
-18,044
12
$142M 1.04%
506,419
-71,353
13
$138M 1.02%
1,091,937
-8,419
14
$138M 1.01%
470,778
-26,752
15
$133M 0.98%
477,613
-41,109
16
$133M 0.97%
714,594
-299,850
17
$132M 0.97%
503,977
-4,143
18
$124M 0.91%
785,456
-48,333
19
$120M 0.88%
2,721,159
-25,049
20
$116M 0.85%
125,264
-4,326
21
$114M 0.83%
1,998,530
+441,056
22
$113M 0.83%
458,658
-82,973
23
$112M 0.82%
1,046,784
+81,132
24
$110M 0.81%
319,092
+29,457
25
$106M 0.78%
287,909
-21,926
1
2 3 4 5