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
$6.54B
AUM Growth
+$342M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$34.7M
2
+$25.9M
3
+$25.4M
4
TNC icon
Tennant Co
TNC
+$24.4M
5
TRMK icon
Trustmark
TRMK
+$23.3M

Top Sells

1
+$56.6M
2
+$53.5M
3
+$27.8M
4
SNBR icon
Sleep Number
SNBR
+$16.5M
5
DVN icon
Devon Energy
DVN
+$15.9M

Sector Composition

1 Financials 16.34%
2 Industrials 14.19%
3 Technology 14.14%
4 Healthcare 12.1%
5 Consumer Discretionary 11.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$53.5M 0.82%
3,429,680
-58,152
27
$53.4M 0.82%
547,447
-6
28
$53.1M 0.81%
956,545
-12,961
29
$52.9M 0.81%
1,815,868
-396,732
30
$52.7M 0.81%
663,269
-6,734
31
$52.6M 0.8%
826,985
-6,589
32
$52.3M 0.8%
1,135,209
-7,766
33
$52M 0.8%
773,835
-135,942
34
$51.8M 0.79%
597,299
-2,005
35
$51.6M 0.79%
858,744
+25,453
36
$51.5M 0.79%
611,618
-6,913
37
$51.5M 0.79%
1,043,112
+98,658
38
$49.5M 0.76%
495,602
-1,100
39
$49M 0.75%
868,904
+88,949
40
$47.9M 0.73%
1,859,447
-27,745
41
$47.8M 0.73%
687,660
-12,585
42
$47.4M 0.72%
1,301,172
-760
43
$47.1M 0.72%
865,936
+21,888
44
$46.8M 0.72%
737,882
-7,610
45
$46.3M 0.71%
821,241
-12,117
46
$46.2M 0.71%
203,441
-415
47
$45.4M 0.7%
394,325
-4,095
48
$44.6M 0.68%
362,589
-20,713
49
$44.6M 0.68%
488,194
-6,065
50
$44.6M 0.68%
1,344,723
-25,035
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