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
$13.3B
AUM Growth
+$1.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$48.9M
2
+$33.4M
3
+$32.4M
4
ALLE icon
Allegion
ALLE
+$30.1M
5
FLO icon
Flowers Foods
FLO
+$27.9M

Top Sells

1
+$46.2M
2
+$45.1M
3
+$35.3M
4
SJM icon
J.M. Smucker
SJM
+$33.1M
5
BR icon
Broadridge
BR
+$32.6M

Sector Composition

1 Technology 22.31%
2 Healthcare 15.48%
3 Financials 15.01%
4 Industrials 14.49%
5 Consumer Discretionary 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$376K ﹤0.01%
4,198
-50
327
$375K ﹤0.01%
1,200
328
$372K ﹤0.01%
964
-30
329
$365K ﹤0.01%
1,234
330
$364K ﹤0.01%
5,400
331
$359K ﹤0.01%
1,471
+30
332
$353K ﹤0.01%
2,495
-160
333
$352K ﹤0.01%
4,377
+977
334
$343K ﹤0.01%
837
-534
335
$341K ﹤0.01%
5,545
-7,275
336
$330K ﹤0.01%
2,500
-7
337
$328K ﹤0.01%
3,033
338
$328K ﹤0.01%
11,000
339
$327K ﹤0.01%
645
340
$316K ﹤0.01%
18,839
-1,675
341
$312K ﹤0.01%
1,743
-16
342
$304K ﹤0.01%
5,490
343
$303K ﹤0.01%
7,500
344
$290K ﹤0.01%
1,200
345
$283K ﹤0.01%
2,918
346
$282K ﹤0.01%
7,645
-3,695
347
$275K ﹤0.01%
1,380
348
$275K ﹤0.01%
1,211
349
$273K ﹤0.01%
18,000
350
$254K ﹤0.01%
+4,550
12 13
14
15 16