BTW

Boston Trust Walden Portfolio holdings

AUM $14B
1-Year Est. Return 12.58%
This Quarter Est. Return
1 Year Est. Return
+12.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.48B
AUM Growth
-$406M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$38.9M
2
+$34.2M
3
+$24.5M
4
FLO icon
Flowers Foods
FLO
+$24.1M
5
APAM icon
Artisan Partners
APAM
+$22.6M

Top Sells

1
+$41.3M
2
+$37.6M
3
+$31M
4
VIVO
Meridian Bioscience Inc
VIVO
+$25M
5
LTM
LIFE TIME FITNESS INC
LTM
+$24.9M

Sector Composition

1 Financials 17.16%
2 Technology 16.09%
3 Industrials 13.66%
4 Healthcare 11.16%
5 Consumer Discretionary 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$321K 0.01%
3,031
327
$292K ﹤0.01%
1,501
328
$291K ﹤0.01%
2,550
-225
329
$276K ﹤0.01%
4,354
+290
330
$264K ﹤0.01%
2,006
-500
331
$249K ﹤0.01%
6,265
332
$241K ﹤0.01%
6,371
-6,097
333
$225K ﹤0.01%
9,600
334
$222K ﹤0.01%
3,000
335
$221K ﹤0.01%
4,845
-191
336
– –
-5,400
337
– –
-4,730
338
– –
-4,198
339
– –
-910,366
340
– –
-5,518
341
– –
-8,210,750
342
– –
-4,000
343
– –
-4,210
344
– –
-778,692
345
– –
-1,209,346
346
– –
-31,175
347
– –
-509,984
348
– –
-12,250
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