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
$11.9B
AUM Growth
-$261M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$27.9M
3
+$25.8M
4
WSM icon
Williams-Sonoma
WSM
+$21.8M
5
SFM icon
Sprouts Farmers Market
SFM
+$21.6M

Top Sells

1
+$50.7M
2
+$48M
3
+$16M
4
STE icon
Steris
STE
+$14.4M
5
BR icon
Broadridge
BR
+$12.8M

Sector Composition

1 Technology 21.8%
2 Healthcare 16.07%
3 Financials 14.32%
4 Industrials 14.21%
5 Consumer Discretionary 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$337K ﹤0.01%
1,234
327
$331K ﹤0.01%
2,028
328
$324K ﹤0.01%
11,340
-5,997
329
$322K ﹤0.01%
994
330
$311K ﹤0.01%
1,200
331
$310K ﹤0.01%
2,507
332
$308K ﹤0.01%
20,514
333
$302K ﹤0.01%
1,200
334
$301K ﹤0.01%
3,311
335
$297K ﹤0.01%
531
336
$295K ﹤0.01%
645
337
$292K ﹤0.01%
1,441
338
$286K ﹤0.01%
3,033
339
$276K ﹤0.01%
18,000
-1,000
340
$275K ﹤0.01%
7,500
341
$274K ﹤0.01%
5,490
342
$273K ﹤0.01%
4,500
343
$270K ﹤0.01%
11,000
344
$268K ﹤0.01%
1,759
345
$260K ﹤0.01%
1,815
+25
346
$258K ﹤0.01%
2,918
347
$244K ﹤0.01%
1,211
348
$241K ﹤0.01%
3,748
349
$241K ﹤0.01%
3,400
350
$235K ﹤0.01%
1,380
11 12 13
14
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