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
$5.85B
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$18.5M
3
+$16.9M
4
FLO icon
Flowers Foods
FLO
+$13.6M
5
GMED icon
Globus Medical
GMED
+$12.8M

Top Sells

1
+$24.1M
2
+$17.4M
3
+$16.8M
4
WST icon
West Pharmaceutical
WST
+$15.6M
5
QCOM icon
Qualcomm
QCOM
+$15.3M

Sector Composition

1 Financials 16.72%
2 Healthcare 16.09%
3 Technology 14.06%
4 Industrials 13.11%
5 Consumer Discretionary 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$51.3M 0.88%
427,833
+10,955
27
$49.7M 0.85%
627,480
-446
28
$49.4M 0.84%
557,446
-6,888
29
$48.9M 0.84%
454,225
+10,180
30
$48.9M 0.83%
577,082
+7,005
31
$47.6M 0.81%
548,475
-2,468
32
$45.4M 0.77%
519,882
+19,981
33
$45.2M 0.77%
950,084
-12,046
34
$45.1M 0.77%
1,118,947
+69,890
35
$44.7M 0.76%
549,783
+14,155
36
$44M 0.75%
120,444
-5,763
37
$43.5M 0.74%
631,849
-10,541
38
$41.9M 0.72%
572,648
+6,065
39
$41.6M 0.71%
548,338
-50,070
40
$38.3M 0.65%
952,063
-9,970
41
$37.6M 0.64%
1,095,636
-7,511
42
$37.4M 0.64%
323,149
-3,237
43
$37.2M 0.64%
1,205,799
-10,833
44
$36.7M 0.63%
620,754
+21,601
45
$36.1M 0.62%
342,406
+7,383
46
$35.9M 0.61%
792,669
-9,020
47
$34.9M 0.6%
599,046
-6,072
48
$34.4M 0.59%
685,587
-8,840
49
$34M 0.58%
840,621
-37,286
50
$33.9M 0.58%
959,220
-9,358
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