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
$11.9B
AUM Growth
-$261M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$27.9M
3
+$25.8M
4
WSM icon
Williams-Sonoma
WSM
+$21.8M
5
SFM icon
Sprouts Farmers Market
SFM
+$21.6M

Top Sells

1
+$50.7M
2
+$48M
3
+$16M
4
STE icon
Steris
STE
+$14.4M
5
BR icon
Broadridge
BR
+$12.8M

Sector Composition

1 Technology 21.8%
2 Healthcare 16.07%
3 Financials 14.32%
4 Industrials 14.21%
5 Consumer Discretionary 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$230K ﹤0.01%
1,148
-2,602
352
$225K ﹤0.01%
13,272
353
$222K ﹤0.01%
5,120
354
$214K ﹤0.01%
515
355
$206K ﹤0.01%
11,660
356
$205K ﹤0.01%
2,015
357
$201K ﹤0.01%
6,100
358
$200K ﹤0.01%
2,767
359
$138K ﹤0.01%
+11,124
360
$132K ﹤0.01%
14,500
361
– –
-11,456
362
– –
-265,349
363
– –
-3,000
364
– –
-4,737
365
– –
-685,222
366
– –
-4,140
367
– –
-2,027
368
– –
-2,423
369
– –
-1,733,934
370
– –
-646
371
– –
-7,600
372
– –
-3,347
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