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
$6.42B
AUM Growth
+$73.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$23.9M
2
+$16M
3
+$14.9M
4
SBUX icon
Starbucks
SBUX
+$10.3M
5
ATR icon
AptarGroup
ATR
+$8.81M

Top Sells

1
+$22.1M
2
+$15.5M
3
+$14.3M
4
CLC
Clarcor
CLC
+$13.1M
5
WEX icon
WEX
WEX
+$12.8M

Sector Composition

1 Financials 18.4%
2 Healthcare 14.75%
3 Technology 14.75%
4 Industrials 13.71%
5 Consumer Discretionary 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$419K 0.01%
5,212
-3
327
$396K 0.01%
7,519
-33
328
$389K 0.01%
2,425
329
$388K 0.01%
1,000
330
$385K 0.01%
11,988
+648
331
$378K 0.01%
1,590
+84
332
$368K 0.01%
3,290
333
$357K 0.01%
+4,351
334
$344K 0.01%
4,727
335
$342K 0.01%
6,937
+162
336
$341K 0.01%
4,164
+464
337
$313K ﹤0.01%
1,320
-3,215
338
$312K ﹤0.01%
6,899
-1,300
339
$306K ﹤0.01%
5,200
-75
340
$296K ﹤0.01%
+1,257
341
$277K ﹤0.01%
3,050
+179
342
$242K ﹤0.01%
3,634
343
$221K ﹤0.01%
8,193
344
$219K ﹤0.01%
3,007
-1,706
345
$219K ﹤0.01%
+10,010
346
$219K ﹤0.01%
+4,637
347
$219K ﹤0.01%
1,476
-100
348
$210K ﹤0.01%
3,515
349
$207K ﹤0.01%
+3,990
350
$204K ﹤0.01%
+3,862
11 12 13
14
15