BTW

Boston Trust Walden Portfolio holdings

AUM $13.2B
1-Year Est. Return 11.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$14B
AUM Growth
+$333M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$25.1M
2
+$25M
3
+$23.3M
4
AYI icon
Acuity Brands
AYI
+$22.6M
5
ZBH icon
Zimmer Biomet
ZBH
+$20.8M

Top Sells

1
+$34.6M
2
+$33.8M
3
+$28.8M
4
ADI icon
Analog Devices
ADI
+$26M
5
TTC icon
Toro Company
TTC
+$24.7M

Sector Composition

1 Technology 24.83%
2 Financials 17.15%
3 Industrials 14.26%
4 Healthcare 12.8%
5 Consumer Discretionary 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$691K ﹤0.01%
10,253
302
$691K ﹤0.01%
2,755
-100
303
$683K ﹤0.01%
6,253
-1,520
304
$679K ﹤0.01%
3,268
+250
305
$670K ﹤0.01%
3,201
306
$665K ﹤0.01%
2,486
-100
307
$664K ﹤0.01%
1,254
-111
308
$645K ﹤0.01%
8,600
309
$645K ﹤0.01%
1,683
310
$634K ﹤0.01%
3,027
311
$633K ﹤0.01%
3,465
312
$621K ﹤0.01%
13,407
+200
313
$598K ﹤0.01%
18,315
314
$575K ﹤0.01%
1,674
315
$565K ﹤0.01%
25,240
-7,983
316
$558K ﹤0.01%
1,590
317
$549K ﹤0.01%
7,973
318
$498K ﹤0.01%
7,075
319
$497K ﹤0.01%
7,391
320
$493K ﹤0.01%
1,127
-4
321
$479K ﹤0.01%
3,702
-16
322
$469K ﹤0.01%
875
323
$462K ﹤0.01%
1,189
-15
324
$453K ﹤0.01%
4,050
325
$448K ﹤0.01%
1,200
11 12
13
14 15