BTW

Boston Trust Walden Portfolio holdings

AUM $13.2B
1-Year Est. Return 11.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.7B
AUM Growth
-$564M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$51.1M
2
+$48.3M
3
+$47.2M
4
AMZN icon
Amazon
AMZN
+$40.7M
5
PG icon
Procter & Gamble
PG
+$37.8M

Top Sells

1
+$51.3M
2
+$50.2M
3
+$31.8M
4
FLO icon
Flowers Foods
FLO
+$30M
5
MSFT icon
Microsoft
MSFT
+$29.1M

Sector Composition

1 Technology 22.64%
2 Financials 16.75%
3 Healthcare 14.64%
4 Industrials 13.63%
5 Consumer Discretionary 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$282K ﹤0.01%
875
352
$279K ﹤0.01%
515
353
$273K ﹤0.01%
7,821
354
$267K ﹤0.01%
1,972
-55
355
$263K ﹤0.01%
13,272
356
$259K ﹤0.01%
2,767
357
$259K ﹤0.01%
6,672
+1,000
358
$256K ﹤0.01%
3,370
-250
359
$249K ﹤0.01%
1,110
+50
360
$239K ﹤0.01%
2,140
-65
361
$237K ﹤0.01%
3,347
362
$237K ﹤0.01%
1,144
363
$237K ﹤0.01%
4,385
+245
364
$234K ﹤0.01%
3,560
365
$233K ﹤0.01%
+707
366
$223K ﹤0.01%
2,700
367
$220K ﹤0.01%
1,200
368
$212K ﹤0.01%
11,000
369
$208K ﹤0.01%
575
370
$181K ﹤0.01%
11,660
-636
371
$158K ﹤0.01%
14,500
372
$107K ﹤0.01%
22,000
373
– –
-3,000
374
– –
-2,188
375
– –
-2,855
12 13 14
15
16