BTW

Boston Trust Walden Portfolio holdings

AUM $13.2B
1-Year Est. Return 11.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$14B
AUM Growth
+$333M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$25.1M
2
+$25M
3
+$23.3M
4
AYI icon
Acuity Brands
AYI
+$22.6M
5
ZBH icon
Zimmer Biomet
ZBH
+$20.8M

Top Sells

1
+$34.6M
2
+$33.8M
3
+$28.8M
4
ADI icon
Analog Devices
ADI
+$26M
5
TTC icon
Toro Company
TTC
+$24.7M

Sector Composition

1 Technology 24.83%
2 Financials 17.15%
3 Industrials 14.26%
4 Healthcare 12.8%
5 Consumer Discretionary 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.02M 0.01%
2,522
+471
277
$1.01M 0.01%
14,613
-815
278
$1M 0.01%
3,402
+100
279
$974K 0.01%
9,157
-250
280
$919K 0.01%
2,705
281
$900K 0.01%
4,950
282
$890K 0.01%
32,400
283
$872K 0.01%
8,646
-1,385
284
$845K 0.01%
1,194
+140
285
$842K 0.01%
3,086
+1,030
286
$834K 0.01%
1,668
287
$831K 0.01%
12,036
+6,670
288
$818K 0.01%
6,860
-133
289
$818K 0.01%
14,348
-729
290
$809K 0.01%
3,952
291
$801K 0.01%
3,895
+1,425
292
$798K 0.01%
6,302
-3,000
293
$791K 0.01%
8,670
+2,004
294
$775K 0.01%
3,478
+2,014
295
$772K 0.01%
21,537
296
$763K 0.01%
1,453
297
$746K 0.01%
10,187
298
$723K 0.01%
7,328
-635
299
$714K 0.01%
6,280
-560
300
$697K 0.01%
5,425
-176
10 11
12
13 14