BTW

Boston Trust Walden Portfolio holdings

AUM $14B
1-Year Est. Return 12.58%
This Quarter Est. Return
1 Year Est. Return
+12.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.42B
AUM Growth
+$73.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$23.9M
2
+$16M
3
+$14.9M
4
SBUX icon
Starbucks
SBUX
+$10.3M
5
ATR icon
AptarGroup
ATR
+$8.81M

Top Sells

1
+$22.1M
2
+$15.5M
3
+$14.3M
4
CLC
Clarcor
CLC
+$13.1M
5
WEX icon
WEX
WEX
+$12.8M

Sector Composition

1 Financials 18.4%
2 Healthcare 14.75%
3 Technology 14.75%
4 Industrials 13.71%
5 Consumer Discretionary 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.66M 0.04%
25,025
-400
252
$2.59M 0.04%
87,977
+4,708
253
$2.59M 0.04%
39,305
+2,620
254
$2.42M 0.04%
14,738
+2,420
255
$2.29M 0.04%
127,065
+390
256
$2.27M 0.04%
39,448
+26
257
$2.25M 0.04%
39,190
-34,340
258
$2.24M 0.04%
95,892
259
$2.24M 0.03%
28,795
-500
260
$2.23M 0.03%
129,550
+42,500
261
$2.17M 0.03%
+40,200
262
$2.13M 0.03%
57,390
-850
263
$2.08M 0.03%
49,102
-3,075
264
$2.07M 0.03%
15,350
-250
265
$1.95M 0.03%
63,000
266
$1.9M 0.03%
101,975
-2,925
267
$1.89M 0.03%
64,410
+2,100
268
$1.88M 0.03%
16,539
+237
269
$1.85M 0.03%
18,900
+5,550
270
$1.81M 0.03%
22,339
-192
271
$1.8M 0.03%
60,778
-860
272
$1.72M 0.03%
29,890
-450
273
$1.72M 0.03%
20,732
-535
274
$1.65M 0.03%
31,987
-6,175
275
$1.64M 0.03%
31,062
+9,200
9 10
11
12 13