BTW

Boston Trust Walden Portfolio holdings

AUM $14B
1-Year Est. Return 12.58%
This Quarter Est. Return
1 Year Est. Return
+12.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.48B
AUM Growth
-$406M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$38.9M
2
+$34.2M
3
+$24.5M
4
FLO icon
Flowers Foods
FLO
+$24.1M
5
APAM icon
Artisan Partners
APAM
+$22.6M

Top Sells

1
+$41.3M
2
+$37.6M
3
+$31M
4
VIVO
Meridian Bioscience Inc
VIVO
+$25M
5
LTM
LIFE TIME FITNESS INC
LTM
+$24.9M

Sector Composition

1 Financials 17.16%
2 Technology 16.09%
3 Industrials 13.66%
4 Healthcare 11.16%
5 Consumer Discretionary 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$54.6M 0.84%
872,258
-35,742
27
$54.3M 0.84%
879,668
-69,559
28
$54M 0.83%
1,147,774
-77,277
29
$53.5M 0.83%
1,208,522
-37,210
30
$53.4M 0.82%
373,948
-2,745
31
$52.8M 0.82%
766,699
+50,555
32
$51.7M 0.8%
851,562
-17,550
33
$50.6M 0.78%
877,946
-30,925
34
$50.4M 0.78%
1,315,587
-5,121
35
$50.1M 0.77%
654,714
-3,930
36
$49.1M 0.76%
80,138
-2,340
37
$48.8M 0.75%
1,682,848
+221,006
38
$47.5M 0.73%
2,563,431
-78,552
39
$46.8M 0.72%
484,881
+52,083
40
$45.8M 0.71%
1,041,684
-5,554
41
$45.2M 0.7%
692,474
-2,665
42
$44.9M 0.69%
1,534,489
-22,015
43
$44M 0.68%
920,882
-29,181
44
$43.8M 0.68%
1,157,722
-101,660
45
$43M 0.66%
502,665
-2,475
46
$42.9M 0.66%
436,229
-12,355
47
$41.3M 0.64%
174,300
-10,505
48
$40.3M 0.62%
1,495,556
-44,700
49
$40.2M 0.62%
1,984,244
-57,390
50
$40.1M 0.62%
1,484,431
-57,106
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2
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