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
$13.3B
AUM Growth
+$1.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$48.9M
2
+$33.4M
3
+$32.4M
4
ALLE icon
Allegion
ALLE
+$30.1M
5
FLO icon
Flowers Foods
FLO
+$27.9M

Top Sells

1
+$46.2M
2
+$45.1M
3
+$35.3M
4
SJM icon
J.M. Smucker
SJM
+$33.1M
5
BR icon
Broadridge
BR
+$32.6M

Sector Composition

1 Technology 22.31%
2 Healthcare 15.48%
3 Financials 15.01%
4 Industrials 14.49%
5 Consumer Discretionary 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.8M 0.01%
12,005
-2,434
252
$1.79M 0.01%
7,705
-100
253
$1.78M 0.01%
39,000
254
$1.74M 0.01%
19,097
+14
255
$1.67M 0.01%
7,675
256
$1.63M 0.01%
3
257
$1.58M 0.01%
3,598
+38
258
$1.5M 0.01%
19,325
-92
259
$1.49M 0.01%
154,920
260
$1.42M 0.01%
42,041
261
$1.36M 0.01%
2,950
262
$1.33M 0.01%
10,026
-1,550
263
$1.32M 0.01%
40,862
-200,857
264
$1.31M 0.01%
9,187
-1,305
265
$1.29M 0.01%
1,473
266
$1.29M 0.01%
5,467
267
$1.27M 0.01%
14,013
-250
268
$1.27M 0.01%
8,943
+475
269
$1.26M 0.01%
2,631
270
$1.25M 0.01%
2,432
-2
271
$1.23M 0.01%
+14,897
272
$1.22M 0.01%
10,057
-250
273
$1.21M 0.01%
9,590
-261,557
274
$1.14M 0.01%
2,155
+28
275
$1.14M 0.01%
9,009
-33,970
9 10
11
12 13