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
$12.2B
AUM Growth
+$607M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$45.6M
2
+$35.7M
3
+$35.2M
4
SFM icon
Sprouts Farmers Market
SFM
+$35.1M
5
NTRS icon
Northern Trust
NTRS
+$29.7M

Top Sells

1
+$22.2M
2
+$20.4M
3
+$18.1M
4
LECO icon
Lincoln Electric
LECO
+$17.8M
5
MSFT icon
Microsoft
MSFT
+$17.6M

Sector Composition

1 Technology 21.92%
2 Healthcare 16.83%
3 Industrials 15.22%
4 Financials 13.45%
5 Consumer Discretionary 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$237K ﹤0.01%
13,272
352
$235K ﹤0.01%
6,100
353
$228K ﹤0.01%
5,120
354
$228K ﹤0.01%
+515
355
$226K ﹤0.01%
3,748
356
$223K ﹤0.01%
11,660
357
$222K ﹤0.01%
1,211
358
$222K ﹤0.01%
3,000
359
$217K ﹤0.01%
7,600
-662
360
$215K ﹤0.01%
2,027
361
$208K ﹤0.01%
+3,347
362
$207K ﹤0.01%
2,423
363
$206K ﹤0.01%
+2,767
364
$204K ﹤0.01%
4,140
365
$203K ﹤0.01%
+2,015
366
$201K ﹤0.01%
4,737
-1,000
367
$127K ﹤0.01%
14,500
368
– –
-935
369
– –
-11,400
370
– –
-212,064
371
– –
-2,808
372
– –
-344,923
373
– –
-5,695
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