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
$6.54B
AUM Growth
+$342M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$34.7M
2
+$25.9M
3
+$25.4M
4
TNC icon
Tennant Co
TNC
+$24.4M
5
TRMK icon
Trustmark
TRMK
+$23.3M

Top Sells

1
+$56.6M
2
+$53.5M
3
+$27.8M
4
SNBR icon
Sleep Number
SNBR
+$16.5M
5
DVN icon
Devon Energy
DVN
+$15.9M

Sector Composition

1 Financials 16.34%
2 Industrials 14.19%
3 Technology 14.14%
4 Healthcare 12.1%
5 Consumer Discretionary 11.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.05M 0.02%
19,037
-1,092
252
$1.03M 0.02%
15,000
253
$1.02M 0.02%
12,450
+150
254
$1.01M 0.02%
19,546
255
$973K 0.01%
20,848
-100
256
$968K 0.01%
29,157
257
$931K 0.01%
28,725
258
$917K 0.01%
25,250
-250
259
$878K 0.01%
14,582
-224
260
$872K 0.01%
13,282
-375
261
$870K 0.01%
14,602
-1,200
262
$835K 0.01%
38,281
-16,763
263
$790K 0.01%
12,253
264
$787K 0.01%
15,150
265
$743K 0.01%
14,700
266
$716K 0.01%
18,342
267
$682K 0.01%
4
268
$681K 0.01%
12,825
-125
269
$660K 0.01%
10,687
-1,861
270
$649K 0.01%
15,804
-50
271
$623K 0.01%
13,465
272
$593K 0.01%
24,000
-450
273
$579K 0.01%
9,080
274
$571K 0.01%
12,000
275
$555K 0.01%
12,859
9 10
11
12 13