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
$6.54B
AUM Growth
+$342M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$34.7M
2
+$25.9M
3
+$25.4M
4
TNC icon
Tennant Co
TNC
+$24.4M
5
TRMK icon
Trustmark
TRMK
+$23.3M

Top Sells

1
+$56.6M
2
+$53.5M
3
+$27.8M
4
SNBR icon
Sleep Number
SNBR
+$16.5M
5
DVN icon
Devon Energy
DVN
+$15.9M

Sector Composition

1 Financials 16.34%
2 Industrials 14.19%
3 Technology 14.14%
4 Healthcare 12.1%
5 Consumer Discretionary 11.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$302K ﹤0.01%
2,775
302
$288K ﹤0.01%
3,125
-500
303
$287K ﹤0.01%
4,164
-150
304
$287K ﹤0.01%
6,600
305
$273K ﹤0.01%
13,600
306
$265K ﹤0.01%
6,503
-127
307
$241K ﹤0.01%
1,000
308
$239K ﹤0.01%
2,506
309
$236K ﹤0.01%
6,265
310
$235K ﹤0.01%
+7,244
311
$235K ﹤0.01%
4,920
312
$228K ﹤0.01%
5,900
313
$225K ﹤0.01%
3,029
314
$218K ﹤0.01%
3,100
-200
315
$209K ﹤0.01%
+4,800
316
$205K ﹤0.01%
+1,601
317
$203K ﹤0.01%
3,400
318
$202K ﹤0.01%
+3,000
319
$156K ﹤0.01%
11,330
-3,000
320
$94K ﹤0.01%
10,000
321
– –
-458,554
322
– –
-108,650
323
– –
-6,400
324
– –
-1,483,187
325
– –
-15,150
10 11 12
13
14