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

Top Buys

1
+$33.5M
2
+$28.2M
3
+$26.3M
4
TRMK icon
Trustmark
TRMK
+$23.8M
5
USB icon
US Bancorp
USB
+$21.9M

Top Sells

1
+$56.7M
2
+$49.3M
3
+$27.8M
4
SNBR icon
Sleep Number
SNBR
+$16.3M
5
DVN icon
Devon Energy
DVN
+$15.7M

Sector Composition

1 Financials 16.34%
2 Industrials 14.72%
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
$288K ﹤0.01%
3,125
-500
302
$287K ﹤0.01%
4,164
-150
303
$287K ﹤0.01%
6,600
304
$273K ﹤0.01%
13,600
305
$265K ﹤0.01%
6,503
-127
306
$241K ﹤0.01%
1,000
307
$239K ﹤0.01%
2,506
308
$236K ﹤0.01%
6,265
309
$235K ﹤0.01%
+7,244
310
$235K ﹤0.01%
4,920
311
$228K ﹤0.01%
5,244
312
$225K ﹤0.01%
3,029
313
$218K ﹤0.01%
3,100
-200
314
$209K ﹤0.01%
+4,800
315
$205K ﹤0.01%
+1,601
316
$203K ﹤0.01%
3,400
317
$202K ﹤0.01%
+3,000
318
$156K ﹤0.01%
11,330
-3,000
319
$94K ﹤0.01%
10,000
320
– –
-108,650
321
– –
-6,400
322
– –
-458,554
323
– –
-1,483,187
324
– –
-15,150
325
– –
-90,813
9 10 11 12
13