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
$13.3B
AUM Growth
+$1.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$48.9M
2
+$33.4M
3
+$32.4M
4
ALLE icon
Allegion
ALLE
+$30.1M
5
FLO icon
Flowers Foods
FLO
+$27.9M

Top Sells

1
+$46.2M
2
+$45.1M
3
+$35.3M
4
SJM icon
J.M. Smucker
SJM
+$33.1M
5
BR icon
Broadridge
BR
+$32.6M

Sector Composition

1 Technology 22.31%
2 Healthcare 15.48%
3 Financials 15.01%
4 Industrials 14.49%
5 Consumer Discretionary 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$658K 0.01%
7,300
302
$649K ﹤0.01%
18,712
-1,295
303
$646K ﹤0.01%
11,181
304
$642K ﹤0.01%
5,825
305
$639K ﹤0.01%
2,654
-200
306
$630K ﹤0.01%
21,537
307
$602K ﹤0.01%
10,487
+50
308
$565K ﹤0.01%
3,840
309
$547K ﹤0.01%
3,347
-290
310
$545K ﹤0.01%
14,501
-240
311
$543K ﹤0.01%
2,063
-239
312
$538K ﹤0.01%
1,724
-109
313
$479K ﹤0.01%
1,768
314
$474K ﹤0.01%
3,558
-312
315
$469K ﹤0.01%
8,355
-56
316
$458K ﹤0.01%
6,655
+76
317
$455K ﹤0.01%
8,337
-112
318
$452K ﹤0.01%
1,110
319
$435K ﹤0.01%
4,225
320
$412K ﹤0.01%
3,243
321
$400K ﹤0.01%
4,522
322
$391K ﹤0.01%
3,418
+107
323
$386K ﹤0.01%
2,028
324
$378K ﹤0.01%
7,891
325
$377K ﹤0.01%
7,610
-420
11 12
13
14 15