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
$5.85B
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$18.5M
3
+$16.9M
4
FLO icon
Flowers Foods
FLO
+$13.6M
5
GMED icon
Globus Medical
GMED
+$12.8M

Top Sells

1
+$24.1M
2
+$17.4M
3
+$16.8M
4
WST icon
West Pharmaceutical
WST
+$15.6M
5
QCOM icon
Qualcomm
QCOM
+$15.3M

Sector Composition

1 Financials 16.72%
2 Healthcare 16.09%
3 Technology 14.06%
4 Industrials 13.11%
5 Consumer Discretionary 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$755K 0.01%
29,743
-20,725
302
$753K 0.01%
24,650
-1,500
303
$720K 0.01%
7,297
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304
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3
305
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2,655
-325
306
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6,253
307
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+3,000
308
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309
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310
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311
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4,500
312
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313
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314
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315
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3,500
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316
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317
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318
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319
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52,500
320
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321
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322
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323
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11,400
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324
$368K 0.01%
+3,217
325
$360K 0.01%
10,060
+1,020
11 12
13
14 15