BTW

Boston Trust Walden Portfolio holdings

AUM $14B
1-Year Est. Return 12.58%
This Quarter Est. Return
1 Year Est. Return
+12.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.59B
AUM Growth
+$637M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$17.6M
3
+$16.5M
4
SJM icon
J.M. Smucker
SJM
+$13M
5
KFY icon
Korn Ferry
KFY
+$12.8M

Top Sells

1
+$21.3M
2
+$17.1M
3
+$15.9M
4
IFF icon
International Flavors & Fragrances
IFF
+$15.4M
5
AAPL icon
Apple
AAPL
+$12.7M

Sector Composition

1 Financials 18.08%
2 Technology 16.52%
3 Healthcare 14.61%
4 Industrials 13.96%
5 Consumer Discretionary 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$314K ﹤0.01%
3,447
-40
352
$289K ﹤0.01%
2,500
353
$274K ﹤0.01%
37,000
354
$273K ﹤0.01%
8,291
-1,100
355
$270K ﹤0.01%
2,102
+245
356
$269K ﹤0.01%
5,400
357
$269K ﹤0.01%
4,189
+87
358
$268K ﹤0.01%
1,615
+30
359
$266K ﹤0.01%
5,935
-650
360
$266K ﹤0.01%
5,199
+116
361
$262K ﹤0.01%
4,308
+118
362
$256K ﹤0.01%
2,243
363
$254K ﹤0.01%
+6,731
364
$253K ﹤0.01%
+1,557
365
$241K ﹤0.01%
1,555
366
$238K ﹤0.01%
1,736
+8
367
$238K ﹤0.01%
3,016
368
$233K ﹤0.01%
7,530
369
$233K ﹤0.01%
2,776
370
$228K ﹤0.01%
+4,164
371
$225K ﹤0.01%
+1,450
372
$218K ﹤0.01%
7,955
+50
373
$217K ﹤0.01%
+4,317
374
$213K ﹤0.01%
+1,255
375
$211K ﹤0.01%
+3,851
12 13 14
15
16