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
$14B
AUM Growth
+$764M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$55.4M
2
+$55M
3
+$40.4M
4
KLAC icon
KLA
KLAC
+$40.3M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$39.3M

Top Sells

1
+$89.4M
2
+$66.3M
3
+$62.5M
4
WSM icon
Williams-Sonoma
WSM
+$32.9M
5
OMC icon
Omnicom Group
OMC
+$28.7M

Sector Composition

1 Technology 22.34%
2 Financials 15.19%
3 Healthcare 14.9%
4 Industrials 14.61%
5 Consumer Discretionary 10.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$270K ﹤0.01%
515
352
$259K ﹤0.01%
13,272
353
$257K ﹤0.01%
707
354
$251K ﹤0.01%
1,464
355
$251K ﹤0.01%
3,748
356
$237K ﹤0.01%
2,027
357
$235K ﹤0.01%
+1,712
358
$232K ﹤0.01%
3,600
-225
359
$231K ﹤0.01%
2,767
360
$231K ﹤0.01%
+2,026
361
$228K ﹤0.01%
2,423
362
$226K ﹤0.01%
+5,856
363
$223K ﹤0.01%
+363
364
$218K ﹤0.01%
816
365
$214K ﹤0.01%
4,140
366
$212K ﹤0.01%
3,674
-462
367
$210K ﹤0.01%
+800
368
$204K ﹤0.01%
+2,375
369
$203K ﹤0.01%
2,099
370
$200K ﹤0.01%
+930
371
$179K ﹤0.01%
11,660
372
$144K ﹤0.01%
14,500
373
– –
-39,349
374
– –
-4,550
375
– –
-11,124
12 13 14
15
16