BTW

Boston Trust Walden Portfolio holdings

AUM $13.2B
1-Year Est. Return 11.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$14B
AUM Growth
+$333M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$25.1M
2
+$25M
3
+$23.3M
4
AYI icon
Acuity Brands
AYI
+$22.6M
5
ZBH icon
Zimmer Biomet
ZBH
+$20.8M

Top Sells

1
+$34.6M
2
+$33.8M
3
+$28.8M
4
ADI icon
Analog Devices
ADI
+$26M
5
TTC icon
Toro Company
TTC
+$24.7M

Sector Composition

1 Technology 24.83%
2 Financials 17.15%
3 Industrials 14.26%
4 Healthcare 12.8%
5 Consumer Discretionary 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.17M 0.02%
21,508
-616
252
$2.06M 0.01%
2,950
253
$2M 0.01%
15,170
254
$1.81M 0.01%
19,725
255
$1.8M 0.01%
3,415
+263
256
$1.74M 0.01%
11,897
257
$1.72M 0.01%
70,962
-1,900
258
$1.62M 0.01%
7,072
+23
259
$1.54M 0.01%
2,481
-125
260
$1.46M 0.01%
3,334
261
$1.44M 0.01%
14,776
-24
262
$1.35M 0.01%
5,267
263
$1.3M 0.01%
18,021
-9,633
264
$1.29M 0.01%
2,515
+41
265
$1.28M 0.01%
4,983
-447
266
$1.26M 0.01%
3,521
+862
267
$1.25M 0.01%
27,254
-2,300
268
$1.23M 0.01%
9,579
269
$1.21M 0.01%
12,098
270
$1.18M 0.01%
1,607
-188
271
$1.09M 0.01%
6,338
272
$1.08M 0.01%
13,515
273
$1.07M 0.01%
5,538
+31
274
$1.06M 0.01%
3,343
275
$1.06M 0.01%
8,526
-50
9 10
11
12 13