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
$5.85B
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$18.5M
3
+$16.9M
4
FLO icon
Flowers Foods
FLO
+$13.6M
5
GMED icon
Globus Medical
GMED
+$12.8M

Top Sells

1
+$24.1M
2
+$17.4M
3
+$16.8M
4
WST icon
West Pharmaceutical
WST
+$15.6M
5
QCOM icon
Qualcomm
QCOM
+$15.3M

Sector Composition

1 Financials 16.72%
2 Healthcare 16.09%
3 Technology 14.06%
4 Industrials 13.11%
5 Consumer Discretionary 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.74M 0.08%
31,398
-85
227
$4.64M 0.08%
57,442
+2,100
228
$4.64M 0.08%
48,757
-1,412
229
$4.63M 0.08%
141,038
-3,325
230
$4.44M 0.08%
127,136
-324,462
231
$4.37M 0.07%
55,117
-1,025
232
$4.17M 0.07%
81,062
-1,650
233
$4.14M 0.07%
53,345
+255
234
$4.01M 0.07%
122,912
-14,356
235
$3.97M 0.07%
44,096
-1,298
236
$3.92M 0.07%
84,546
-693
237
$3.76M 0.06%
82,678
-920
238
$3.57M 0.06%
30,137
+75
239
$3.48M 0.06%
54,660
-1,148
240
$3.42M 0.06%
24,909
-1,010
241
$3.29M 0.06%
44,484
-586
242
$3.16M 0.05%
37,650
-1,100
243
$3.11M 0.05%
93,208
+58
244
$3.1M 0.05%
171,750
-750
245
$2.94M 0.05%
63,100
-1,750
246
$2.9M 0.05%
62,850
+1,900
247
$2.77M 0.05%
46,560
248
$2.71M 0.05%
24,900
249
$2.69M 0.05%
42,145
+182
250
$2.64M 0.05%
34,829
-205,623
8 9
10
11 12