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
$14B
AUM Growth
+$333M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$25.1M
2
+$25M
3
+$23.3M
4
AYI icon
Acuity Brands
AYI
+$22.6M
5
ZBH icon
Zimmer Biomet
ZBH
+$20.8M

Top Sells

1
+$34.6M
2
+$33.8M
3
+$28.8M
4
ADI icon
Analog Devices
ADI
+$26M
5
TTC icon
Toro Company
TTC
+$24.7M

Sector Composition

1 Technology 24.83%
2 Financials 17.15%
3 Industrials 14.26%
4 Healthcare 12.8%
5 Consumer Discretionary 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$276K ﹤0.01%
1,400
-11,522
352
$267K ﹤0.01%
1,972
353
$262K ﹤0.01%
11,000
354
$260K ﹤0.01%
2,767
355
$259K ﹤0.01%
2,140
356
$257K ﹤0.01%
+2,096
357
$255K ﹤0.01%
+680
358
$254K ﹤0.01%
2,585
359
$244K ﹤0.01%
575
360
$236K ﹤0.01%
900
-31,689
361
$231K ﹤0.01%
3,043
-327
362
$230K ﹤0.01%
1,144
363
$228K ﹤0.01%
3,347
364
$227K ﹤0.01%
+1,975
365
$220K ﹤0.01%
667
-40
366
$220K ﹤0.01%
+1,400
367
$216K ﹤0.01%
+1,211
368
$216K ﹤0.01%
485
-125
369
$215K ﹤0.01%
2,700
370
$212K ﹤0.01%
+2,544
371
$208K ﹤0.01%
+1,350
372
$203K ﹤0.01%
+6,050
373
$153K ﹤0.01%
14,500
374
$137K ﹤0.01%
11,660
375
– –
-131,364
12 13 14
15
16