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
$5.85B
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$18.5M
3
+$16.9M
4
FLO icon
Flowers Foods
FLO
+$13.6M
5
GMED icon
Globus Medical
GMED
+$12.8M

Top Sells

1
+$24.1M
2
+$17.4M
3
+$16.8M
4
WST icon
West Pharmaceutical
WST
+$15.6M
5
QCOM icon
Qualcomm
QCOM
+$15.3M

Sector Composition

1 Financials 16.72%
2 Healthcare 16.09%
3 Technology 14.06%
4 Industrials 13.11%
5 Consumer Discretionary 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$356K 0.01%
+7,425
327
$349K 0.01%
1,000
328
$338K 0.01%
5,215
-150
329
$335K 0.01%
1,506
330
$314K 0.01%
+5,350
331
$304K 0.01%
3,450
+450
332
$301K 0.01%
7,184
333
$290K 0.01%
3,125
-1,800
334
$280K ﹤0.01%
3,290
335
$276K ﹤0.01%
2,550
336
$271K ﹤0.01%
8,193
-214
337
$261K ﹤0.01%
1,401
-100
338
$248K ﹤0.01%
1,180
339
$238K ﹤0.01%
5,500
-150
340
$231K ﹤0.01%
17,427
-200
341
$230K ﹤0.01%
3,315
342
$212K ﹤0.01%
+4,690
343
$210K ﹤0.01%
+2,376
344
$202K ﹤0.01%
+2,354
345
$110K ﹤0.01%
+10,000
346
– –
-40,230
347
– –
-401,959
348
– –
-597,847
349
– –
-198,465
350
– –
-45,020
11 12 13
14
15