BTW

Boston Trust Walden Portfolio holdings

AUM $14B
1-Year Est. Return 12.58%
This Quarter Est. Return
1 Year Est. Return
+12.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.48B
AUM Growth
-$406M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$38.9M
2
+$34.2M
3
+$24.5M
4
FLO icon
Flowers Foods
FLO
+$24.1M
5
APAM icon
Artisan Partners
APAM
+$22.6M

Top Sells

1
+$41.3M
2
+$37.6M
3
+$31M
4
VIVO
Meridian Bioscience Inc
VIVO
+$25M
5
LTM
LIFE TIME FITNESS INC
LTM
+$24.9M

Sector Composition

1 Financials 17.16%
2 Technology 16.09%
3 Industrials 13.66%
4 Healthcare 11.16%
5 Consumer Discretionary 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.1M 0.02%
38,281
277
$1.1M 0.02%
+2,165
278
$1.07M 0.02%
26,450
-29,675
279
$1.03M 0.02%
20,610
-138
280
$1.03M 0.02%
25,802
281
$1.02M 0.02%
19,889
+10
282
$1.01M 0.02%
11,305
-23
283
$1M 0.02%
20,350
+150
284
$996K 0.02%
15,351
+433
285
$954K 0.01%
11,025
-12,800
286
$926K 0.01%
20,100
287
$919K 0.01%
15,895
-1,917
288
$915K 0.01%
15,550
-300
289
$888K 0.01%
66,600
290
$883K 0.01%
10,350
-200
291
$874K 0.01%
26,750
-700
292
$839K 0.01%
8,719
+190
293
$828K 0.01%
4
294
$762K 0.01%
13,957
295
$752K 0.01%
9,876
-2,350
296
$719K 0.01%
11,474
-21,975
297
$703K 0.01%
15,704
298
$687K 0.01%
12,989
299
$683K 0.01%
5,500
300
$631K 0.01%
1,907
+907
10 11
12
13 14