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
$13.7B
AUM Growth
-$564M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$54.1M
2
+$51.3M
3
+$38.4M
4
NTAP icon
NetApp
NTAP
+$38.4M
5
AMZN icon
Amazon
AMZN
+$35.6M

Top Sells

1
+$51.3M
2
+$47.8M
3
+$35.9M
4
FLO icon
Flowers Foods
FLO
+$29.9M
5
PKG icon
Packaging Corp of America
PKG
+$29.5M

Sector Composition

1 Technology 22.64%
2 Financials 16.75%
3 Healthcare 14.64%
4 Industrials 13.63%
5 Consumer Discretionary 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.44M 0.03%
16,719
+150
227
$4.26M 0.03%
16,465
-10
228
$4.12M 0.03%
14,998
-15
229
$4.05M 0.03%
24,160
-145
230
$3.93M 0.03%
+30,643
231
$3.71M 0.03%
24,289
-482
232
$3.44M 0.03%
7,380
-100
233
$3.36M 0.02%
6,124
-50
234
$3.26M 0.02%
5,825
-37
235
$3.18M 0.02%
15,037
+213
236
$2.77M 0.02%
18,849
-51
237
$2.75M 0.02%
14,638
238
$2.73M 0.02%
38,064
-25
239
$2.71M 0.02%
3,284
+40
240
$2.66M 0.02%
5,716
-2
241
$2.4M 0.02%
8,074
242
$2.4M 0.02%
3
243
$2.29M 0.02%
27,654
-137,329
244
$2.27M 0.02%
32,004
+500
245
$2.24M 0.02%
12,922
-435
246
$2.16M 0.02%
22,124
-163
247
$2.09M 0.02%
23,783
-2,000
248
$1.99M 0.01%
7,400
-125
249
$1.96M 0.01%
7,645
250
$1.95M 0.01%
19,067
-30
8 9
10
11 12