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
$14B
AUM Growth
+$333M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$25.1M
2
+$25M
3
+$23.3M
4
AYI icon
Acuity Brands
AYI
+$22.6M
5
ZBH icon
Zimmer Biomet
ZBH
+$20.8M

Top Sells

1
+$34.6M
2
+$33.8M
3
+$28.8M
4
ADI icon
Analog Devices
ADI
+$26M
5
TTC icon
Toro Company
TTC
+$24.7M

Sector Composition

1 Technology 24.83%
2 Financials 17.15%
3 Industrials 14.26%
4 Healthcare 12.8%
5 Consumer Discretionary 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$432K ﹤0.01%
+2,111
327
$429K ﹤0.01%
777
-10
328
$422K ﹤0.01%
14,567
-2,466
329
$410K ﹤0.01%
7,500
330
$408K ﹤0.01%
15,157
-600
331
$406K ﹤0.01%
3,200
332
$403K ﹤0.01%
4,522
333
$397K ﹤0.01%
5,400
-400
334
$382K ﹤0.01%
5,471
335
$374K ﹤0.01%
3,558
336
$366K ﹤0.01%
3,698
337
$366K ﹤0.01%
7,433
338
$365K ﹤0.01%
645
339
$346K ﹤0.01%
5,757
+1,372
340
$344K ﹤0.01%
2,918
341
$342K ﹤0.01%
515
342
$340K ﹤0.01%
5,490
-145
343
$337K ﹤0.01%
4,060
344
$331K ﹤0.01%
1,802
345
$326K ﹤0.01%
3,574
346
$324K ﹤0.01%
5,045
347
$322K ﹤0.01%
7,821
348
$300K ﹤0.01%
3,500
349
$293K ﹤0.01%
13,272
350
$280K ﹤0.01%
6,672
12 13
14
15 16