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
$13.3B
AUM Growth
+$1.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$48.9M
2
+$33.4M
3
+$32.4M
4
ALLE icon
Allegion
ALLE
+$30.1M
5
FLO icon
Flowers Foods
FLO
+$27.9M

Top Sells

1
+$46.2M
2
+$45.1M
3
+$35.3M
4
SJM icon
J.M. Smucker
SJM
+$33.1M
5
BR icon
Broadridge
BR
+$32.6M

Sector Composition

1 Technology 22.31%
2 Healthcare 15.48%
3 Financials 15.01%
4 Industrials 14.49%
5 Consumer Discretionary 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.13M 0.01%
14,530
-2,064
277
$1.04M 0.01%
3,334
278
$994K 0.01%
10,332
279
$993K 0.01%
1,223
+37
280
$945K 0.01%
11,632
-1,160
281
$907K 0.01%
15,882
282
$894K 0.01%
3,430
283
$882K 0.01%
24,780
-1,917
284
$857K 0.01%
3,448
285
$853K 0.01%
11,774
-700
286
$842K 0.01%
9,326
-108
287
$825K 0.01%
10,897
-595,949
288
$799K 0.01%
6,018
+125
289
$785K 0.01%
14,943
-687
290
$765K 0.01%
14,916
-342
291
$762K 0.01%
1,646
-4
292
$746K 0.01%
11,550
293
$743K 0.01%
3,530
-29
294
$735K 0.01%
8,800
295
$727K 0.01%
16,915
-100
296
$716K 0.01%
4,203
-310
297
$714K 0.01%
14,515
298
$709K 0.01%
2,705
299
$705K 0.01%
1,506
300
$683K 0.01%
6,706
10 11
12
13 14