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
$13.7B
AUM Growth
-$564M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$54.1M
2
+$51.3M
3
+$38.4M
4
NTAP icon
NetApp
NTAP
+$38.4M
5
AMZN icon
Amazon
AMZN
+$35.6M

Top Sells

1
+$51.3M
2
+$47.8M
3
+$35.9M
4
FLO icon
Flowers Foods
FLO
+$29.9M
5
PKG icon
Packaging Corp of America
PKG
+$29.5M

Sector Composition

1 Technology 22.64%
2 Financials 16.75%
3 Healthcare 14.64%
4 Industrials 13.63%
5 Consumer Discretionary 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.05M 0.01%
15,428
-200
277
$1.02M 0.01%
2,051
278
$970K 0.01%
13,515
279
$960K 0.01%
9,302
-830
280
$949K 0.01%
5,507
-1,698
281
$922K 0.01%
1,453
282
$866K 0.01%
3,343
-105
283
$863K 0.01%
6,993
-300
284
$857K 0.01%
+4,950
285
$854K 0.01%
1,668
286
$846K 0.01%
8,576
-900
287
$842K 0.01%
9,407
288
$831K 0.01%
7,963
-385
289
$830K 0.01%
2,705
290
$821K 0.01%
3,302
291
$813K 0.01%
7,773
-854
292
$805K 0.01%
13,207
293
$767K 0.01%
3,952
294
$766K 0.01%
15,077
+5,870
295
$754K 0.01%
33,223
-2,525
296
$748K 0.01%
6,840
-740
297
$723K 0.01%
2,659
298
$715K 0.01%
8,600
299
$711K 0.01%
21,537
300
$696K 0.01%
10,253
+525
10 11
12
13 14