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
$12.2B
AUM Growth
+$607M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$45.6M
2
+$35.7M
3
+$35.2M
4
SFM icon
Sprouts Farmers Market
SFM
+$35.1M
5
NTRS icon
Northern Trust
NTRS
+$29.7M

Top Sells

1
+$22.2M
2
+$20.4M
3
+$18.1M
4
LECO icon
Lincoln Electric
LECO
+$17.8M
5
MSFT icon
Microsoft
MSFT
+$17.6M

Sector Composition

1 Technology 21.92%
2 Healthcare 16.83%
3 Industrials 15.22%
4 Financials 13.45%
5 Consumer Discretionary 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$373K ﹤0.01%
3,311
327
$358K ﹤0.01%
2,507
-45
328
$356K ﹤0.01%
3,243
329
$352K ﹤0.01%
2,028
330
$340K ﹤0.01%
8,030
-2,420
331
$327K ﹤0.01%
20,514
-5,154
332
$321K ﹤0.01%
994
333
$311K ﹤0.01%
646
334
$309K ﹤0.01%
645
335
$308K ﹤0.01%
1,200
336
$305K ﹤0.01%
1,759
337
$304K ﹤0.01%
+1,234
338
$302K ﹤0.01%
3,033
339
$298K ﹤0.01%
531
340
$295K ﹤0.01%
1,200
341
$294K ﹤0.01%
11,000
342
$287K ﹤0.01%
5,490
343
$285K ﹤0.01%
1,380
344
$276K ﹤0.01%
+1,441
345
$268K ﹤0.01%
19,000
346
$266K ﹤0.01%
1,790
-1,783
347
$262K ﹤0.01%
2,918
348
$259K ﹤0.01%
4,500
349
$249K ﹤0.01%
7,500
350
$245K ﹤0.01%
3,400
11 12 13
14
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