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
$5.85B
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$18.5M
3
+$16.9M
4
FLO icon
Flowers Foods
FLO
+$13.6M
5
GMED icon
Globus Medical
GMED
+$12.8M

Top Sells

1
+$24.1M
2
+$17.4M
3
+$16.8M
4
WST icon
West Pharmaceutical
WST
+$15.6M
5
QCOM icon
Qualcomm
QCOM
+$15.3M

Sector Composition

1 Financials 16.72%
2 Healthcare 16.09%
3 Technology 14.06%
4 Industrials 13.11%
5 Consumer Discretionary 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.5M 0.04%
84,647
+1,442
252
$2.49M 0.04%
101,236
-3,217
253
$2.47M 0.04%
22,081
-233
254
$2.45M 0.04%
28,945
255
$2.43M 0.04%
53,602
-100
256
$2.41M 0.04%
68,290
+2,059
257
$2.36M 0.04%
40,000
+3,000
258
$2.31M 0.04%
18,135
+297
259
$2.31M 0.04%
30,800
+1,000
260
$2.24M 0.04%
24,685
+18,455
261
$2.2M 0.04%
37,300
+2,000
262
$2.18M 0.04%
18,681
263
$2.15M 0.04%
59,440
264
$2.11M 0.04%
15,235
-875
265
$2.1M 0.04%
13,818
+2,150
266
$1.99M 0.03%
34,895
+800
267
$1.97M 0.03%
61,559
+78
268
$1.93M 0.03%
61,010
269
$1.92M 0.03%
56,000
+8,500
270
$1.9M 0.03%
95,625
-35,000
271
$1.75M 0.03%
40,500
272
$1.7M 0.03%
31,493
-16,750
273
$1.65M 0.03%
30,410
274
$1.64M 0.03%
19,737
275
$1.62M 0.03%
16,573
+170
9 10
11
12 13