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
$13.3B
AUM Growth
+$1.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$48.9M
2
+$33.4M
3
+$32.4M
4
ALLE icon
Allegion
ALLE
+$30.1M
5
FLO icon
Flowers Foods
FLO
+$27.9M

Top Sells

1
+$46.2M
2
+$45.1M
3
+$35.3M
4
SJM icon
J.M. Smucker
SJM
+$33.1M
5
BR icon
Broadridge
BR
+$32.6M

Sector Composition

1 Technology 22.31%
2 Healthcare 15.48%
3 Financials 15.01%
4 Industrials 14.49%
5 Consumer Discretionary 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$249K ﹤0.01%
515
352
$247K ﹤0.01%
5,120
353
$247K ﹤0.01%
3,748
354
$245K ﹤0.01%
13,272
355
$237K ﹤0.01%
3,500
-1,000
356
$226K ﹤0.01%
+2,423
357
$221K ﹤0.01%
+1,464
358
$220K ﹤0.01%
+3,000
359
$220K ﹤0.01%
+2,027
360
$219K ﹤0.01%
11,660
361
$219K ﹤0.01%
6,100
362
$216K ﹤0.01%
2,767
363
$215K ﹤0.01%
+4,136
364
$212K ﹤0.01%
2,099
+84
365
$212K ﹤0.01%
+4,322
366
$212K ﹤0.01%
+707
367
$209K ﹤0.01%
+4,140
368
$207K ﹤0.01%
+3,347
369
$203K ﹤0.01%
3,825
-662,787
370
$202K ﹤0.01%
+816
371
$158K ﹤0.01%
14,500
372
$136K ﹤0.01%
11,124
373
– –
-228,772
374
– –
-162,786
375
– –
-123,670
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15
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