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

Top Buys

1
+$50M
2
+$32.7M
3
+$30.9M
4
FLO icon
Flowers Foods
FLO
+$26.7M
5
ALLE icon
Allegion
ALLE
+$25.3M

Top Sells

1
+$41.7M
2
+$35.4M
3
+$31.6M
4
SJM icon
J.M. Smucker
SJM
+$30.3M
5
BR icon
Broadridge
BR
+$29.2M

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
376
– –
-162,786
377
– –
-123,670
378
– –
-1,148
12 13 14 15
16