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
$6.48B
AUM Growth
-$406M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$38.9M
2
+$34.2M
3
+$24.5M
4
FLO icon
Flowers Foods
FLO
+$24.1M
5
APAM icon
Artisan Partners
APAM
+$22.6M

Top Sells

1
+$41.3M
2
+$37.6M
3
+$31M
4
VIVO
Meridian Bioscience Inc
VIVO
+$25M
5
LTM
LIFE TIME FITNESS INC
LTM
+$24.9M

Sector Composition

1 Financials 17.16%
2 Technology 16.09%
3 Industrials 13.66%
4 Healthcare 11.16%
5 Consumer Discretionary 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.67M 0.03%
17,350
-100
252
$1.6M 0.02%
19,515
-87,790
253
$1.54M 0.02%
34,850
+200
254
$1.5M 0.02%
16,436
-270
255
$1.48M 0.02%
16,168
+120
256
$1.47M 0.02%
20,043
-265
257
$1.47M 0.02%
62,400
-1,000
258
$1.46M 0.02%
25,346
+390
259
$1.45M 0.02%
40,500
260
$1.39M 0.02%
35,462
-600
261
$1.39M 0.02%
19,275
+100
262
$1.38M 0.02%
+50,400
263
$1.35M 0.02%
22,325
+4,000
264
$1.35M 0.02%
57,250
-900
265
$1.31M 0.02%
15,016
-116
266
$1.28M 0.02%
34,050
-500
267
$1.27M 0.02%
20,825
-400
268
$1.26M 0.02%
7,750
-100
269
$1.23M 0.02%
24,950
-621
270
$1.21M 0.02%
18,594
+500
271
$1.17M 0.02%
31,338
+7,446
272
$1.13M 0.02%
8,375
+800
273
$1.12M 0.02%
18,962
-1,838
274
$1.11M 0.02%
23,625
275
$1.11M 0.02%
41,625
+200
9 10
11
12 13