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
$6.42B
AUM Growth
+$73.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$23.9M
2
+$16M
3
+$14.9M
4
SBUX icon
Starbucks
SBUX
+$10.3M
5
ATR icon
AptarGroup
ATR
+$8.81M

Top Sells

1
+$22.1M
2
+$15.5M
3
+$14.3M
4
CLC
Clarcor
CLC
+$13.1M
5
WEX icon
WEX
WEX
+$12.8M

Sector Composition

1 Financials 18.4%
2 Healthcare 14.75%
3 Technology 14.75%
4 Industrials 13.71%
5 Consumer Discretionary 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.64M 0.03%
15,400
+4,300
277
$1.56M 0.02%
65,275
-1,075
278
$1.54M 0.02%
21,771
+238
279
$1.52M 0.02%
40,500
280
$1.5M 0.02%
62,346
-325,413
281
$1.49M 0.02%
35,430
+6,900
282
$1.49M 0.02%
82,592
-76,859
283
$1.46M 0.02%
22,362
-799
284
$1.43M 0.02%
10,466
+2,866
285
$1.43M 0.02%
27,223
286
$1.42M 0.02%
79,940
287
$1.41M 0.02%
21,727
+1,548
288
$1.38M 0.02%
22,160
+6,482
289
$1.38M 0.02%
17,300
290
$1.34M 0.02%
27,966
-2,500
291
$1.3M 0.02%
23,286
-3,412
292
$1.27M 0.02%
41,537
-24,157
293
$1.07M 0.02%
19,745
+1,486
294
$1.06M 0.02%
23,650
-1,900
295
$1.01M 0.02%
12,236
+823
296
$1M 0.02%
31,875
-225
297
$872K 0.01%
6,698
+162
298
$866K 0.01%
12,700
299
$795K 0.01%
13,113
300
$771K 0.01%
6,196
-369
10 11
12
13 14