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
$11.9B
AUM Growth
-$261M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$27.9M
3
+$25.8M
4
WSM icon
Williams-Sonoma
WSM
+$21.8M
5
SFM icon
Sprouts Farmers Market
SFM
+$21.6M

Top Sells

1
+$50.7M
2
+$48M
3
+$16M
4
STE icon
Steris
STE
+$14.4M
5
BR icon
Broadridge
BR
+$12.8M

Sector Composition

1 Technology 21.8%
2 Healthcare 16.07%
3 Financials 14.32%
4 Industrials 14.21%
5 Consumer Discretionary 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$936K 0.01%
8,468
277
$916K 0.01%
15,882
-68
278
$912K 0.01%
26,697
-3,610
279
$908K 0.01%
3,334
280
$886K 0.01%
15,258
+771
281
$866K 0.01%
12,474
282
$863K 0.01%
3,448
283
$847K 0.01%
5,166
284
$833K 0.01%
15,630
285
$767K 0.01%
1,186
286
$765K 0.01%
9,434
-1,550
287
$749K 0.01%
12,820
-202,793
288
$718K 0.01%
1,650
289
$701K 0.01%
4,513
290
$696K 0.01%
11,550
291
$691K 0.01%
17,015
-5
292
$666K 0.01%
5,893
293
$663K 0.01%
1,506
294
$657K 0.01%
3,430
-50
295
$635K 0.01%
2,705
296
$620K 0.01%
3,559
297
$615K 0.01%
20,007
298
$610K 0.01%
8,800
-59
299
$609K 0.01%
2,854
300
$593K 0.01%
14,515
+1,000
10 11
12
13 14