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BTW

Boston Trust Walden Portfolio holdings

AUM $12.2B
1-Year Est. Return 12.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.42B
AUM Growth
+$73.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$14.8M
3
+$13.5M
4
SBUX icon
Starbucks
SBUX
+$9.99M
5
TFC icon
Truist Financial
TFC
+$8.57M

Top Sells

1
+$19.5M
2
+$14.9M
3
+$14.2M
4
WEX icon
WEX
WEX
+$13.8M
5
CLC
Clarcor
CLC
+$13.1M

Sector Composition

1 Financials 18.4%
2 Healthcare 14.75%
3 Technology 14.75%
4 Industrials 13.71%
5 Consumer Discretionary 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$156K ﹤0.01%
10,000
352
– –
-234,776
353
– –
-6,177
354
– –
-3,930
355
– –
-51,025
356
– –
-240,848
357
– –
-22,775
358
– –
-158,418
359
– –
-39,440
360
– –
-106,192
11 12 13 14
15