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
$14B
AUM Growth
+$764M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$55.4M
2
+$55M
3
+$40.4M
4
KLAC icon
KLA
KLAC
+$40.3M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$39.3M

Top Sells

1
+$89.4M
2
+$66.3M
3
+$62.5M
4
WSM icon
Williams-Sonoma
WSM
+$32.9M
5
OMC icon
Omnicom Group
OMC
+$28.7M

Sector Composition

1 Technology 22.34%
2 Financials 15.19%
3 Healthcare 14.9%
4 Industrials 14.61%
5 Consumer Discretionary 10.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$446K ﹤0.01%
7,892
-445
327
$442K ﹤0.01%
3,418
328
$417K ﹤0.01%
4,198
329
$414K ﹤0.01%
1,379
-92
330
$408K ﹤0.01%
1,500
+300
331
$396K ﹤0.01%
7,891
332
$391K ﹤0.01%
4,522
333
$380K ﹤0.01%
2,495
334
$372K ﹤0.01%
837
335
$366K ﹤0.01%
5,400
336
$360K ﹤0.01%
1,380
337
$359K ﹤0.01%
645
338
$340K ﹤0.01%
19,339
+500
339
$335K ﹤0.01%
3,033
340
$333K ﹤0.01%
5,490
341
$331K ﹤0.01%
7,500
342
$316K ﹤0.01%
18,000
343
$310K ﹤0.01%
1,211
344
$309K ﹤0.01%
11,000
345
$289K ﹤0.01%
2,984
+66
346
$286K ﹤0.01%
6,300
+200
347
$282K ﹤0.01%
3,000
348
$281K ﹤0.01%
2,300
-200
349
$276K ﹤0.01%
5,120
350
$274K ﹤0.01%
3,500
12 13
14
15 16