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
$14B
AUM Growth
+$764M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$55.4M
2
+$55M
3
+$40.4M
4
KLAC icon
KLA
KLAC
+$40.3M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$39.3M

Top Sells

1
+$89.4M
2
+$66.3M
3
+$62.5M
4
WSM icon
Williams-Sonoma
WSM
+$32.9M
5
OMC icon
Omnicom Group
OMC
+$28.7M

Sector Composition

1 Technology 22.34%
2 Financials 15.19%
3 Healthcare 14.9%
4 Industrials 14.61%
5 Consumer Discretionary 10.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.69M 0.03%
25,738
-450
227
$4.67M 0.03%
31,426
-29,125
228
$4.55M 0.03%
21,329
+1,000
229
$4.41M 0.03%
19,119
-35
230
$3.93M 0.03%
15,113
+1,480
231
$3.77M 0.03%
7,215
+210
232
$3.3M 0.02%
16,101
-1,505
233
$3.27M 0.02%
24,680
-60
234
$3.08M 0.02%
6,389
-5
235
$3M 0.02%
7,630
-138
236
$2.8M 0.02%
63,303
-2,501
237
$2.68M 0.02%
3,441
-185
238
$2.66M 0.02%
14,849
239
$2.57M 0.02%
15,203
+750
240
$2.45M 0.02%
40,012
+325
241
$2.25M 0.02%
38,750
-250
242
$2.16M 0.02%
24,400
+9,503
243
$2.14M 0.02%
24,099
-1,113
244
$2.1M 0.02%
75,579
-4,820
245
$2.05M 0.01%
3,161
-204
246
$1.96M 0.01%
30,590
-1,600
247
$1.93M 0.01%
8,196
+373
248
$1.93M 0.01%
7,705
249
$1.93M 0.01%
19,097
250
$1.9M 0.01%
3
8 9
10
11 12