BTW

Boston Trust Walden Portfolio holdings

AUM $13.2B
1-Year Est. Return 11.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.7B
AUM Growth
-$564M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$51.1M
2
+$48.3M
3
+$47.2M
4
AMZN icon
Amazon
AMZN
+$40.7M
5
PG icon
Procter & Gamble
PG
+$37.8M

Top Sells

1
+$51.3M
2
+$50.2M
3
+$31.8M
4
FLO icon
Flowers Foods
FLO
+$30M
5
MSFT icon
Microsoft
MSFT
+$29.1M

Sector Composition

1 Technology 22.64%
2 Financials 16.75%
3 Healthcare 14.64%
4 Industrials 13.63%
5 Consumer Discretionary 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$402K ﹤0.01%
7,500
327
$398K ﹤0.01%
3,558
328
$397K ﹤0.01%
1,204
329
$396K ﹤0.01%
3,200
-200
330
$393K ﹤0.01%
2,470
331
$382K ﹤0.01%
3,698
-500
332
$381K ﹤0.01%
1,131
-263
333
$373K ﹤0.01%
5,366
334
$369K ﹤0.01%
787
335
$358K ﹤0.01%
4,050
-380
336
$356K ﹤0.01%
2,918
337
$350K ﹤0.01%
7,433
-50
338
$348K ﹤0.01%
5,800
-1,625
339
$344K ﹤0.01%
645
340
$343K ﹤0.01%
7,075
341
$332K ﹤0.01%
4,060
-1,800
342
$329K ﹤0.01%
5,635
343
$311K ﹤0.01%
1,802
344
$306K ﹤0.01%
2,585
345
$304K ﹤0.01%
3,500
346
$301K ﹤0.01%
1,464
347
$300K ﹤0.01%
3,574
348
$296K ﹤0.01%
610
-200
349
$292K ﹤0.01%
5,045
-75
350
$283K ﹤0.01%
2,423
12 13
14
15 16