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
$5.85B
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$18.5M
3
+$16.9M
4
FLO icon
Flowers Foods
FLO
+$13.6M
5
GMED icon
Globus Medical
GMED
+$12.8M

Top Sells

1
+$24.1M
2
+$17.4M
3
+$16.8M
4
WST icon
West Pharmaceutical
WST
+$15.6M
5
QCOM icon
Qualcomm
QCOM
+$15.3M

Sector Composition

1 Financials 16.72%
2 Healthcare 16.09%
3 Technology 14.06%
4 Industrials 13.11%
5 Consumer Discretionary 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.45M 0.02%
83,700
+8,300
277
$1.41M 0.02%
21,811
278
$1.4M 0.02%
+17,300
279
$1.4M 0.02%
22,605
280
$1.34M 0.02%
18,169
281
$1.32M 0.02%
12,450
-775
282
$1.3M 0.02%
28,325
-2,250
283
$1.24M 0.02%
86,740
284
$1.23M 0.02%
+75,800
285
$1.21M 0.02%
14,850
-900
286
$1.2M 0.02%
24,212
-1,475
287
$1.11M 0.02%
19,777
+867
288
$1.07M 0.02%
8,350
-475
289
$1.03M 0.02%
30,932
-1,150
290
$982K 0.02%
12,807
-213
291
$977K 0.02%
22,801
+275
292
$935K 0.02%
23,850
-1,000
293
$911K 0.02%
11,513
294
$857K 0.01%
13,113
+163
295
$849K 0.01%
32,975
296
$838K 0.01%
12,342
+819
297
$837K 0.01%
31,800
298
$804K 0.01%
39,125
-5,700
299
$775K 0.01%
6,991
-2,497
300
$768K 0.01%
11,003
-75
10 11
12
13 14