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
$11.9B
AUM Growth
-$261M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$27.9M
3
+$25.8M
4
WSM icon
Williams-Sonoma
WSM
+$21.8M
5
SFM icon
Sprouts Farmers Market
SFM
+$21.6M

Top Sells

1
+$50.7M
2
+$48M
3
+$16M
4
STE icon
Steris
STE
+$14.4M
5
BR icon
Broadridge
BR
+$12.8M

Sector Composition

1 Technology 21.8%
2 Healthcare 16.07%
3 Financials 14.32%
4 Industrials 14.21%
5 Consumer Discretionary 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$592K 0.01%
6,706
302
$590K ﹤0.01%
11,181
303
$576K ﹤0.01%
10,437
-500
304
$570K ﹤0.01%
7,300
-200
305
$564K ﹤0.01%
21,537
306
$562K ﹤0.01%
5,825
-40
307
$558K ﹤0.01%
14,741
+1,705
308
$510K ﹤0.01%
3,637
-100
309
$506K ﹤0.01%
3,840
310
$491K ﹤0.01%
1,371
311
$470K ﹤0.01%
9,505
+500
312
$468K ﹤0.01%
1,833
313
$467K ﹤0.01%
2,302
314
$436K ﹤0.01%
8,411
315
$435K ﹤0.01%
1,768
316
$434K ﹤0.01%
3,870
-120
317
$394K ﹤0.01%
4,225
318
$386K ﹤0.01%
1,110
319
$366K ﹤0.01%
5,400
320
$361K ﹤0.01%
6,579
321
$349K ﹤0.01%
8,030
322
$345K ﹤0.01%
7,891
-485
323
$345K ﹤0.01%
3,243
324
$342K ﹤0.01%
4,522
325
$341K ﹤0.01%
4,248
11 12
13
14 15