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
$14B
AUM Growth
+$764M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$55.4M
2
+$55M
3
+$40.4M
4
KLAC icon
KLA
KLAC
+$40.3M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$39.3M

Top Sells

1
+$89.4M
2
+$66.3M
3
+$62.5M
4
WSM icon
Williams-Sonoma
WSM
+$32.9M
5
OMC icon
Omnicom Group
OMC
+$28.7M

Sector Composition

1 Technology 22.34%
2 Financials 15.19%
3 Healthcare 14.9%
4 Industrials 14.61%
5 Consumer Discretionary 10.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$694K ﹤0.01%
18,712
302
$689K ﹤0.01%
5,366
-13,980
303
$688K ﹤0.01%
21,537
304
$655K ﹤0.01%
7,300
305
$639K ﹤0.01%
3,347
306
$632K ﹤0.01%
19,040
-5,740
307
$621K ﹤0.01%
2,063
308
$611K ﹤0.01%
1,464
+500
309
$610K ﹤0.01%
10,487
310
$599K ﹤0.01%
1,724
311
$590K ﹤0.01%
3,590
-250
312
$590K ﹤0.01%
1,768
313
$562K ﹤0.01%
1,534
+300
314
$506K ﹤0.01%
8,627
+272
315
$483K ﹤0.01%
6,397
-4,500
316
$481K ﹤0.01%
6,655
317
$479K ﹤0.01%
1,210
-12,237
318
$474K ﹤0.01%
3,675
-5,334
319
$473K ﹤0.01%
3,245
+2
320
$470K ﹤0.01%
1,200
321
$467K ﹤0.01%
4,225
322
$467K ﹤0.01%
2,028
323
$464K ﹤0.01%
1,110
324
$463K ﹤0.01%
3,558
325
$451K ﹤0.01%
4,377
11 12
13
14 15