BTW

Boston Trust Walden Portfolio holdings

AUM $13.2B
1-Year Est. Return 11.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$14B
AUM Growth
+$333M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$25.1M
2
+$25M
3
+$23.3M
4
AYI icon
Acuity Brands
AYI
+$22.6M
5
ZBH icon
Zimmer Biomet
ZBH
+$20.8M

Top Sells

1
+$34.6M
2
+$33.8M
3
+$28.8M
4
ADI icon
Analog Devices
ADI
+$26M
5
TTC icon
Toro Company
TTC
+$24.7M

Sector Composition

1 Technology 24.83%
2 Financials 17.15%
3 Industrials 14.26%
4 Healthcare 12.8%
5 Consumer Discretionary 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.45M 0.03%
16,159
-560
227
$4.22M 0.03%
81,456
-31,524
228
$3.96M 0.03%
14,143
-2,322
229
$3.9M 0.03%
6,318
+493
230
$3.89M 0.03%
23,607
-682
231
$3.71M 0.03%
7,400
+20
232
$3.68M 0.03%
11,245
+5,780
233
$3.62M 0.03%
33,667
+27,011
234
$3.5M 0.03%
15,037
235
$3.45M 0.02%
6,137
+13
236
$2.87M 0.02%
18,849
237
$2.87M 0.02%
6,115
+399
238
$2.84M 0.02%
14,638
239
$2.69M 0.02%
37,964
-100
240
$2.69M 0.02%
3,409
+305
241
$2.55M 0.02%
3,274
-10
242
$2.51M 0.02%
21,923
-1,860
243
$2.51M 0.02%
8,049
-25
244
$2.35M 0.02%
41,897
+3,526
245
$2.3M 0.02%
48,606
+6,444
246
$2.21M 0.02%
19,003
-64
247
$2.2M 0.02%
7,250
-150
248
$2.2M 0.02%
31,731
-273
249
$2.19M 0.02%
3
250
$2.18M 0.02%
7,645
8 9
10
11 12