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
$6.48B
AUM Growth
-$406M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$38.9M
2
+$34.2M
3
+$24.5M
4
FLO icon
Flowers Foods
FLO
+$24.1M
5
APAM icon
Artisan Partners
APAM
+$22.6M

Top Sells

1
+$41.3M
2
+$37.6M
3
+$31M
4
VIVO
Meridian Bioscience Inc
VIVO
+$25M
5
LTM
LIFE TIME FITNESS INC
LTM
+$24.9M

Sector Composition

1 Financials 17.16%
2 Technology 16.09%
3 Industrials 13.66%
4 Healthcare 11.16%
5 Consumer Discretionary 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.8M 0.04%
32,597
+9,657
227
$2.69M 0.04%
101,020
-397
228
$2.66M 0.04%
46,898
+157
229
$2.61M 0.04%
49,681
+12,995
230
$2.59M 0.04%
92,414
-176
231
$2.5M 0.04%
58,665
232
$2.43M 0.04%
33,712
-2,025
233
$2.42M 0.04%
43,900
234
$2.35M 0.04%
51,036
-727
235
$2.28M 0.04%
45,450
+300
236
$2.28M 0.04%
227,250
-52,125
237
$2.27M 0.04%
31,750
238
$2.17M 0.03%
39,400
+250
239
$2.12M 0.03%
49,300
240
$1.97M 0.03%
14,015
+335
241
$1.97M 0.03%
48,686
+134
242
$1.92M 0.03%
13,892
243
$1.77M 0.03%
26,641
-4,926
244
$1.75M 0.03%
41,025
+200
245
$1.74M 0.03%
45,750
-10,500
246
$1.72M 0.03%
21,425
-300
247
$1.72M 0.03%
53,100
+200
248
$1.69M 0.03%
32,576
+480
249
$1.68M 0.03%
+44,034
250
$1.68M 0.03%
22,450
-300
8 9
10
11 12