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
$8.59B
AUM Growth
+$637M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$17.6M
3
+$16.5M
4
SJM icon
J.M. Smucker
SJM
+$13M
5
KFY icon
Korn Ferry
KFY
+$12.8M

Top Sells

1
+$21.3M
2
+$17.1M
3
+$15.9M
4
IFF icon
International Flavors & Fragrances
IFF
+$15.4M
5
AAPL icon
Apple
AAPL
+$12.7M

Sector Composition

1 Financials 18.08%
2 Technology 16.52%
3 Healthcare 14.61%
4 Industrials 13.96%
5 Consumer Discretionary 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$477K 0.01%
4,727
327
$475K 0.01%
3,380
+25
328
$474K 0.01%
8,000
-500
329
$470K 0.01%
11,874
+495
330
$466K 0.01%
4,600
331
$452K 0.01%
7,660
332
$449K 0.01%
9,700
-1,000
333
$436K 0.01%
7,038
-705
334
$419K ﹤0.01%
4,505
335
$417K ﹤0.01%
6,417
336
$409K ﹤0.01%
1,379
-130
337
$408K ﹤0.01%
+4,350
338
$402K ﹤0.01%
15,425
-746
339
$398K ﹤0.01%
3,441
+38
340
$392K ﹤0.01%
6,579
+460
341
$391K ﹤0.01%
778
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342
$385K ﹤0.01%
4,750
343
$372K ﹤0.01%
1,145
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344
$369K ﹤0.01%
7,773
345
$354K ﹤0.01%
21,500
+6,500
346
$346K ﹤0.01%
13,330
347
$344K ﹤0.01%
6,576
348
$330K ﹤0.01%
6,934
+154
349
$330K ﹤0.01%
1,508
350
$326K ﹤0.01%
1,677
+108
12 13
14
15 16