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
$11.9B
AUM Growth
-$261M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$27.9M
3
+$25.8M
4
WSM icon
Williams-Sonoma
WSM
+$21.8M
5
SFM icon
Sprouts Farmers Market
SFM
+$21.6M

Top Sells

1
+$50.7M
2
+$48M
3
+$16M
4
STE icon
Steris
STE
+$14.4M
5
BR icon
Broadridge
BR
+$12.8M

Sector Composition

1 Technology 21.8%
2 Healthcare 16.07%
3 Financials 14.32%
4 Industrials 14.21%
5 Consumer Discretionary 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.76M 0.01%
19,346
252
$1.63M 0.01%
7,805
-2,878
253
$1.61M 0.01%
14,481
254
$1.59M 0.01%
3
255
$1.55M 0.01%
19,083
256
$1.5M 0.01%
7,675
257
$1.47M 0.01%
4,893
-50
258
$1.43M 0.01%
39,000
-2,500
259
$1.42M 0.01%
154,920
260
$1.39M 0.01%
11,576
261
$1.38M 0.01%
10,492
-1,320
262
$1.34M 0.01%
19,417
263
$1.3M 0.01%
3,560
+195
264
$1.25M 0.01%
10,307
265
$1.22M 0.01%
14,263
-550
266
$1.21M 0.01%
1,473
267
$1.15M 0.01%
42,041
-150
268
$1.15M 0.01%
2,950
269
$1.13M 0.01%
2,631
270
$1.12M 0.01%
2,434
+20
271
$1.11M 0.01%
16,594
-450
272
$1.08M 0.01%
2,127
273
$1.08M 0.01%
5,467
274
$972K 0.01%
12,792
-490
275
$954K 0.01%
5,397
-2,990
9 10
11
12 13