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
$13.3B
AUM Growth
+$1.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$48.9M
2
+$33.4M
3
+$32.4M
4
ALLE icon
Allegion
ALLE
+$30.1M
5
FLO icon
Flowers Foods
FLO
+$27.9M

Top Sells

1
+$46.2M
2
+$45.1M
3
+$35.3M
4
SJM icon
J.M. Smucker
SJM
+$33.1M
5
BR icon
Broadridge
BR
+$32.6M

Sector Composition

1 Technology 22.31%
2 Healthcare 15.48%
3 Financials 15.01%
4 Industrials 14.49%
5 Consumer Discretionary 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.48M 0.03%
20,329
+1,065
227
$4.06M 0.03%
26,188
-480
228
$3.8M 0.03%
19,154
+45
229
$3.69M 0.03%
17,606
-1,615
230
$3.4M 0.03%
39,349
-160,153
231
$3.33M 0.03%
7,005
-63
232
$3.31M 0.02%
65,804
-525
233
$3.23M 0.02%
13,633
+4,750
234
$3.03M 0.02%
7,768
-34
235
$2.76M 0.02%
24,740
+930
236
$2.73M 0.02%
6,394
-17
237
$2.61M 0.02%
15,897
+14,082
238
$2.45M 0.02%
14,849
239
$2.34M 0.02%
6,618
+1,725
240
$2.34M 0.02%
39,687
-1,138
241
$2.31M 0.02%
80,399
-3,751
242
$2.3M 0.02%
25,212
-1,986
243
$2.11M 0.02%
3,626
+130
244
$2.1M 0.02%
3,365
-318
245
$2.09M 0.02%
14,453
-28
246
$2M 0.02%
19,346
247
$1.96M 0.01%
13,387
-3,321
248
$1.96M 0.01%
32,190
-2,174
249
$1.93M 0.01%
32,400
250
$1.87M 0.01%
7,823
+200
8 9
10
11 12