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
$14B
AUM Growth
+$764M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$55.4M
2
+$55M
3
+$40.4M
4
KLAC icon
KLA
KLAC
+$40.3M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$39.3M

Top Sells

1
+$89.4M
2
+$66.3M
3
+$62.5M
4
WSM icon
Williams-Sonoma
WSM
+$32.9M
5
OMC icon
Omnicom Group
OMC
+$28.7M

Sector Composition

1 Technology 22.34%
2 Financials 15.19%
3 Healthcare 14.9%
4 Industrials 14.61%
5 Consumer Discretionary 10.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$963K 0.01%
5,478
+2,030
277
$962K 0.01%
6,869
+163
278
$962K 0.01%
6,018
279
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4,568
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280
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15,297
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281
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16,895
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282
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1,646
283
$874K 0.01%
5,707
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284
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2,654
285
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286
$811K 0.01%
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287
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9,737
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288
$783K 0.01%
13,515
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289
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2,705
290
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14,311
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291
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292
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11,181
293
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294
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8,360
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295
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296
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6,005
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297
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10,029
-1,745
298
$701K 0.01%
3,630
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299
$697K 0.01%
11,550
300
$696K 0.01%
5,530
-4,060
10 11
12
13 14