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
$11.9B
AUM Growth
-$261M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$27.9M
3
+$25.8M
4
WSM icon
Williams-Sonoma
WSM
+$21.8M
5
SFM icon
Sprouts Farmers Market
SFM
+$21.6M

Top Sells

1
+$50.7M
2
+$48M
3
+$16M
4
STE icon
Steris
STE
+$14.4M
5
BR icon
Broadridge
BR
+$12.8M

Sector Composition

1 Technology 21.8%
2 Healthcare 16.07%
3 Financials 14.32%
4 Industrials 14.21%
5 Consumer Discretionary 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.43M 0.04%
40,850
227
$4.3M 0.04%
42,979
-1,646
228
$3.98M 0.03%
26,668
+2,353
229
$3.96M 0.03%
31,176
+33
230
$3.93M 0.03%
19,264
+56
231
$3.55M 0.03%
19,221
-30
232
$3.49M 0.03%
123,670
-105,859
233
$3.24M 0.03%
19,109
+247
234
$3.02M 0.03%
7,068
+2
235
$2.79M 0.02%
84,150
-1,847
236
$2.54M 0.02%
6,411
+85
237
$2.47M 0.02%
7,802
-1
238
$2.42M 0.02%
16,708
-4,993
239
$2.36M 0.02%
66,329
-481
240
$2.29M 0.02%
40,825
241
$2.25M 0.02%
14,849
242
$2.13M 0.02%
27,198
-2,336
243
$1.98M 0.02%
23,810
+150
244
$1.97M 0.02%
34,364
245
$1.89M 0.02%
8,883
246
$1.88M 0.02%
32,400
247
$1.88M 0.02%
3,683
+56
248
$1.88M 0.02%
3,496
-150
249
$1.87M 0.02%
14,439
-895
250
$1.8M 0.02%
7,623
+17
8 9
10
11 12