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
$6.54B
AUM Growth
+$342M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$34.7M
2
+$25.9M
3
+$25.4M
4
TNC icon
Tennant Co
TNC
+$24.4M
5
TRMK icon
Trustmark
TRMK
+$23.3M

Top Sells

1
+$56.6M
2
+$53.5M
3
+$27.8M
4
SNBR icon
Sleep Number
SNBR
+$16.5M
5
DVN icon
Devon Energy
DVN
+$15.9M

Sector Composition

1 Financials 16.34%
2 Industrials 14.19%
3 Technology 14.14%
4 Healthcare 12.1%
5 Consumer Discretionary 11.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$555K 0.01%
7,200
277
$552K 0.01%
64,400
278
$518K 0.01%
6,200
-1,000
279
$509K 0.01%
5,400
280
$489K 0.01%
6,325
281
$485K 0.01%
8,900
-50
282
$481K 0.01%
4,500
283
$461K 0.01%
3,927
284
$413K 0.01%
12,003
+6,074
285
$408K 0.01%
8,708
286
$407K 0.01%
5,263
+1,088
287
$393K 0.01%
4,708
288
$387K 0.01%
+40,000
289
$383K 0.01%
6,894
-516
290
$344K 0.01%
5,700
-930
291
$342K 0.01%
8,300
292
$340K 0.01%
4,830
-300
293
$327K 0.01%
4,126
294
$323K ﹤0.01%
8,050
-400
295
$320K ﹤0.01%
4,840
296
$319K ﹤0.01%
6,400
297
$313K ﹤0.01%
1,000
298
$309K ﹤0.01%
4,675
299
$307K ﹤0.01%
8,000
+500
300
$304K ﹤0.01%
4,498
10 11
12
13 14