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
$13.7B
AUM Growth
-$564M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$54.1M
2
+$51.3M
3
+$38.4M
4
NTAP icon
NetApp
NTAP
+$38.4M
5
AMZN icon
Amazon
AMZN
+$35.6M

Top Sells

1
+$51.3M
2
+$47.8M
3
+$35.9M
4
FLO icon
Flowers Foods
FLO
+$29.9M
5
PKG icon
Packaging Corp of America
PKG
+$29.5M

Sector Composition

1 Technology 22.64%
2 Financials 16.75%
3 Healthcare 14.64%
4 Industrials 13.63%
5 Consumer Discretionary 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$684K 0.01%
2,586
302
$671K ﹤0.01%
6,656
-3,275
303
$649K ﹤0.01%
5,601
304
$646K ﹤0.01%
10,187
305
$598K ﹤0.01%
2,855
-274
306
$592K ﹤0.01%
3,465
-125
307
$585K ﹤0.01%
1,674
308
$582K ﹤0.01%
1,683
-85
309
$581K ﹤0.01%
3,201
+1
310
$576K ﹤0.01%
1,054
311
$552K ﹤0.01%
2,056
312
$542K ﹤0.01%
3,018
-25,670
313
$539K ﹤0.01%
18,315
-357
314
$535K ﹤0.01%
15,757
-83,055
315
$534K ﹤0.01%
7,973
-54
316
$522K ﹤0.01%
6,666
317
$516K ﹤0.01%
3,027
318
$505K ﹤0.01%
+1,590
319
$482K ﹤0.01%
17,033
+94
320
$448K ﹤0.01%
7,391
321
$444K ﹤0.01%
3,718
+300
322
$417K ﹤0.01%
1,365
-199
323
$409K ﹤0.01%
4,522
324
$409K ﹤0.01%
1,200
325
$402K ﹤0.01%
5,471
11 12
13
14 15