BTW

Boston Trust Walden Portfolio holdings

AUM $13.6B
1-Year Est. Return 9.11%
This Quarter Est. Return
1 Year Est. Return
+9.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.54B
AUM Growth
+$342M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$34.7M
2
+$25.9M
3
+$25.4M
4
TNC icon
Tennant Co
TNC
+$24.4M
5
TRMK icon
Trustmark
TRMK
+$23.3M

Top Sells

1
+$56.6M
2
+$53.5M
3
+$27.8M
4
SNBR icon
Sleep Number
SNBR
+$16.5M
5
DVN icon
Devon Energy
DVN
+$15.9M

Sector Composition

1 Financials 16.34%
2 Industrials 14.19%
3 Technology 14.14%
4 Healthcare 12.1%
5 Consumer Discretionary 11.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.87M 0.03%
39,725
-450
227
$1.86M 0.03%
25,800
-275
228
$1.82M 0.03%
20,147
-678
229
$1.66M 0.03%
+25,900
230
$1.6M 0.02%
33,640
231
$1.5M 0.02%
40,100
-700
232
$1.5M 0.02%
13,170
233
$1.49M 0.02%
32,425
-325
234
$1.47M 0.02%
17,600
+150
235
$1.42M 0.02%
29,304
-1,050
236
$1.37M 0.02%
33,600
-275
237
$1.34M 0.02%
32,592
-403
238
$1.34M 0.02%
24,900
-300
239
$1.29M 0.02%
31,176
240
$1.25M 0.02%
31,602
+800
241
$1.24M 0.02%
16,225
-200
242
$1.24M 0.02%
27,707
-1,000
243
$1.18M 0.02%
37,025
-156,164
244
$1.14M 0.02%
27,931
+625
245
$1.12M 0.02%
14,720
246
$1.08M 0.02%
12,659
-116
247
$1.07M 0.02%
40,500
248
$1.07M 0.02%
42,300
+1,600
249
$1.07M 0.02%
79,500
-500
250
$1.06M 0.02%
13,100
-125
8 9
10
11 12