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
$12.2B
AUM Growth
+$607M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$45.6M
2
+$35.7M
3
+$35.2M
4
SFM icon
Sprouts Farmers Market
SFM
+$35.1M
5
NTRS icon
Northern Trust
NTRS
+$29.7M

Top Sells

1
+$22.2M
2
+$20.4M
3
+$18.1M
4
LECO icon
Lincoln Electric
LECO
+$17.8M
5
MSFT icon
Microsoft
MSFT
+$17.6M

Sector Composition

1 Technology 21.92%
2 Healthcare 16.83%
3 Industrials 15.22%
4 Financials 13.45%
5 Consumer Discretionary 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$593K ﹤0.01%
8,859
302
$588K ﹤0.01%
6,706
-29
303
$586K ﹤0.01%
13,036
-2,460
304
$585K ﹤0.01%
21,537
305
$577K ﹤0.01%
13,515
-703
306
$574K ﹤0.01%
2,854
+155
307
$544K ﹤0.01%
10,937
308
$537K ﹤0.01%
1,768
309
$526K ﹤0.01%
17,337
-481
310
$518K ﹤0.01%
3,840
311
$506K ﹤0.01%
1,371
+44
312
$500K ﹤0.01%
3,737
-330
313
$499K ﹤0.01%
5,865
-840
314
$489K ﹤0.01%
3,990
315
$487K ﹤0.01%
1,833
316
$486K ﹤0.01%
2,302
-109
317
$469K ﹤0.01%
9,005
318
$458K ﹤0.01%
8,411
319
$410K ﹤0.01%
4,225
320
$391K ﹤0.01%
1,110
321
$387K ﹤0.01%
8,376
+2,800
322
$386K ﹤0.01%
5,400
323
$378K ﹤0.01%
4,248
324
$378K ﹤0.01%
4,522
-500
325
$373K ﹤0.01%
6,579
-1,330
11 12
13
14 15