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
$6.42B
AUM Growth
+$73.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$23.9M
2
+$16M
3
+$14.9M
4
SBUX icon
Starbucks
SBUX
+$10.3M
5
ATR icon
AptarGroup
ATR
+$8.81M

Top Sells

1
+$22.1M
2
+$15.5M
3
+$14.3M
4
CLC
Clarcor
CLC
+$13.1M
5
WEX icon
WEX
WEX
+$12.8M

Sector Composition

1 Financials 18.4%
2 Healthcare 14.75%
3 Technology 14.75%
4 Industrials 13.71%
5 Consumer Discretionary 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$750K 0.01%
3
302
$743K 0.01%
2,719
+54
303
$725K 0.01%
8,775
+1,900
304
$701K 0.01%
4,500
305
$686K 0.01%
17,463
+5,235
306
$668K 0.01%
3,775
307
$655K 0.01%
7,782
+647
308
$653K 0.01%
+6,847
309
$582K 0.01%
13,120
+2,820
310
$567K 0.01%
10,275
-1,119
311
$550K 0.01%
+16,361
312
$535K 0.01%
7,061
-163
313
$515K 0.01%
21,820
+3,843
314
$511K 0.01%
6,922
+322
315
$510K 0.01%
4,434
316
$505K 0.01%
3,556
+789
317
$483K 0.01%
9,695
+2,195
318
$471K 0.01%
+13,760
319
$454K 0.01%
50,950
-1,100
320
$451K 0.01%
8,708
321
$450K 0.01%
3,432
322
$437K 0.01%
3,409
+403
323
$430K 0.01%
3,827
+639
324
$427K 0.01%
2,783
+45
325
$422K 0.01%
3,500
11 12
13
14 15