BTW

Boston Trust Walden Portfolio holdings

AUM $14B
1-Year Est. Return 12.58%
This Quarter Est. Return
1 Year Est. Return
+12.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.48B
AUM Growth
-$406M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$38.9M
2
+$34.2M
3
+$24.5M
4
FLO icon
Flowers Foods
FLO
+$24.1M
5
APAM icon
Artisan Partners
APAM
+$22.6M

Top Sells

1
+$41.3M
2
+$37.6M
3
+$31M
4
VIVO
Meridian Bioscience Inc
VIVO
+$25M
5
LTM
LIFE TIME FITNESS INC
LTM
+$24.9M

Sector Composition

1 Financials 17.16%
2 Technology 16.09%
3 Industrials 13.66%
4 Healthcare 11.16%
5 Consumer Discretionary 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$630K 0.01%
25,875
+300
302
$604K 0.01%
9,415
+152
303
$600K 0.01%
9,110
304
$550K 0.01%
5,800
305
$541K 0.01%
8,708
306
$494K 0.01%
4,500
307
$489K 0.01%
39,200
308
$479K 0.01%
3,760
-167
309
$466K 0.01%
4,175
310
$465K 0.01%
6,715
+310
311
$456K 0.01%
4,830
312
$446K 0.01%
5,600
313
$417K 0.01%
6,115
-184
314
$415K 0.01%
5,775
+200
315
$384K 0.01%
4,322
+17
316
$376K 0.01%
3,092
+117
317
$373K 0.01%
5,625
318
$369K 0.01%
8,900
+950
319
$368K 0.01%
6,250
320
$367K 0.01%
4,840
321
$361K 0.01%
1,000
322
$349K 0.01%
8,000
+500
323
$345K 0.01%
6,600
324
$322K 0.01%
7,500
325
$321K 0.01%
18,802
10 11 12
13
14