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
$8.59B
AUM Growth
+$637M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$17.6M
3
+$16.5M
4
SJM icon
J.M. Smucker
SJM
+$13M
5
KFY icon
Korn Ferry
KFY
+$12.8M

Top Sells

1
+$21.3M
2
+$17.1M
3
+$15.9M
4
IFF icon
International Flavors & Fragrances
IFF
+$15.4M
5
AAPL icon
Apple
AAPL
+$12.7M

Sector Composition

1 Financials 18.08%
2 Technology 16.52%
3 Healthcare 14.61%
4 Industrials 13.96%
5 Consumer Discretionary 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.63M 0.02%
18,469
-1,866
277
$1.54M 0.02%
10,621
-367
278
$1.52M 0.02%
15,277
+192
279
$1.51M 0.02%
12,628
-1,606
280
$1.5M 0.02%
5,501
+687
281
$1.46M 0.02%
22,759
+6,022
282
$1.38M 0.02%
22,712
+3,864
283
$1.36M 0.02%
4
284
$1.32M 0.02%
37,631
+6,424
285
$1.3M 0.02%
24,500
+15
286
$1.3M 0.02%
3,990
-235
287
$1.26M 0.01%
6,497
+1,226
288
$1.17M 0.01%
14,550
289
$1.04M 0.01%
17,800
-1,200
290
$989K 0.01%
16,769
-103
291
$977K 0.01%
18,157
-1,281
292
$975K 0.01%
4,105
293
$951K 0.01%
16,940
294
$945K 0.01%
16,993
+608
295
$945K 0.01%
4,605
+282
296
$941K 0.01%
7,338
+178
297
$900K 0.01%
14,986
-900
298
$896K 0.01%
4,526
+1,026
299
$862K 0.01%
6,317
-180
300
$847K 0.01%
4,177
-323
10 11
12
13 14