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
$12.2B
AUM Growth
+$607M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$45.6M
2
+$35.7M
3
+$35.2M
4
SFM icon
Sprouts Farmers Market
SFM
+$35.1M
5
NTRS icon
Northern Trust
NTRS
+$29.7M

Top Sells

1
+$22.2M
2
+$20.4M
3
+$18.1M
4
LECO icon
Lincoln Electric
LECO
+$17.8M
5
MSFT icon
Microsoft
MSFT
+$17.6M

Sector Composition

1 Technology 21.92%
2 Healthcare 16.83%
3 Industrials 15.22%
4 Financials 13.45%
5 Consumer Discretionary 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.53M 0.05%
50,697
-1,527
227
$5.06M 0.04%
44,625
-3,500
228
$4.95M 0.04%
40,850
-750
229
$4.26M 0.04%
21,701
-22,625
230
$4.06M 0.03%
31,143
-545
231
$3.99M 0.03%
19,251
-5,180
232
$3.52M 0.03%
18,862
-112
233
$3.28M 0.03%
24,315
+385
234
$3.22M 0.03%
19,208
+1,135
235
$3.15M 0.03%
85,997
+1,303
236
$3.13M 0.03%
7,066
237
$2.71M 0.02%
7,803
-205
238
$2.55M 0.02%
34,364
+4,509
239
$2.49M 0.02%
6,326
240
$2.47M 0.02%
29,534
-12,327
241
$2.46M 0.02%
40,825
-1,158
242
$2.35M 0.02%
10,683
+150
243
$2.34M 0.02%
14,849
244
$2.27M 0.02%
15,334
-690
245
$2.23M 0.02%
66,810
-176,380
246
$2.21M 0.02%
32,400
247
$2.05M 0.02%
23,660
+1,110
248
$1.96M 0.02%
8,883
-255
249
$1.88M 0.02%
11,812
250
$1.78M 0.01%
41,500
8 9
10
11 12