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
$13.7B
AUM Growth
-$564M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$54.1M
2
+$51.3M
3
+$38.4M
4
NTAP icon
NetApp
NTAP
+$38.4M
5
AMZN icon
Amazon
AMZN
+$35.6M

Top Sells

1
+$51.3M
2
+$47.8M
3
+$35.9M
4
FLO icon
Flowers Foods
FLO
+$29.9M
5
PKG icon
Packaging Corp of America
PKG
+$29.5M

Sector Composition

1 Technology 22.64%
2 Financials 16.75%
3 Healthcare 14.64%
4 Industrials 13.63%
5 Consumer Discretionary 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.93M 0.01%
38,371
-1,029
252
$1.91M 0.01%
3,104
253
$1.85M 0.01%
72,862
+1,821
254
$1.83M 0.01%
9,196
-39,244
255
$1.79M 0.01%
2,950
256
$1.76M 0.01%
42,162
+2,954
257
$1.71M 0.01%
5,465
+205
258
$1.71M 0.01%
15,170
259
$1.68M 0.01%
19,725
-725
260
$1.63M 0.01%
7,049
261
$1.6M 0.01%
3,152
-7
262
$1.58M 0.01%
+11,897
263
$1.46M 0.01%
2,606
264
$1.43M 0.01%
147,769
265
$1.4M 0.01%
6,338
266
$1.36M 0.01%
9,579
-125
267
$1.34M 0.01%
12,098
268
$1.3M 0.01%
14,800
269
$1.25M 0.01%
5,267
-200
270
$1.24M 0.01%
3,334
271
$1.21M 0.01%
1,795
272
$1.09M 0.01%
5,430
-309
273
$1.08M 0.01%
32,400
274
$1.06M 0.01%
2,474
275
$1.05M 0.01%
10,031
-16,655
9 10
11
12 13