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
$14B
AUM Growth
+$764M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$55.4M
2
+$55M
3
+$40.4M
4
KLAC icon
KLA
KLAC
+$40.3M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$39.3M

Top Sells

1
+$89.4M
2
+$66.3M
3
+$62.5M
4
WSM icon
Williams-Sonoma
WSM
+$32.9M
5
OMC icon
Omnicom Group
OMC
+$28.7M

Sector Composition

1 Technology 22.34%
2 Financials 15.19%
3 Healthcare 14.9%
4 Industrials 14.61%
5 Consumer Discretionary 10.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.83M 0.01%
7,645
-30
252
$1.72M 0.01%
32,400
253
$1.64M 0.01%
2,950
254
$1.63M 0.01%
19,325
255
$1.58M 0.01%
41,641
-400
256
$1.55M 0.01%
7,251
+5,508
257
$1.53M 0.01%
3,598
258
$1.53M 0.01%
9,343
-683
259
$1.51M 0.01%
5,110
-44,532
260
$1.5M 0.01%
8,443
-500
261
$1.47M 0.01%
154,920
262
$1.44M 0.01%
9,945
-2,060
263
$1.43M 0.01%
5,617
+150
264
$1.42M 0.01%
1,473
265
$1.4M 0.01%
2,447
+15
266
$1.38M 0.01%
2,631
267
$1.37M 0.01%
8,898
-4,489
268
$1.33M 0.01%
10,258
+201
269
$1.24M 0.01%
10,156
+830
270
$1.22M 0.01%
2,103
-52
271
$1.22M 0.01%
13,438
-575
272
$1.15M 0.01%
3,334
273
$1.09M 0.01%
14,086
-444
274
$1.08M 0.01%
10,332
275
$1.02M 0.01%
1,223
9 10
11
12 13