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
$6.42B
AUM Growth
+$73.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$23.9M
2
+$16M
3
+$14.9M
4
SBUX icon
Starbucks
SBUX
+$10.3M
5
ATR icon
AptarGroup
ATR
+$8.81M

Top Sells

1
+$22.1M
2
+$15.5M
3
+$14.3M
4
CLC
Clarcor
CLC
+$13.1M
5
WEX icon
WEX
WEX
+$12.8M

Sector Composition

1 Financials 18.4%
2 Healthcare 14.75%
3 Technology 14.75%
4 Industrials 13.71%
5 Consumer Discretionary 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$58.4M 0.91%
428,280
+6,159
27
$55.8M 0.87%
116,507
+161
28
$55.7M 0.87%
423,268
-8,880
29
$50.5M 0.79%
470,649
+7,066
30
$50.3M 0.78%
1,487,601
+39,090
31
$50.2M 0.78%
306,361
+3,225
32
$48.9M 0.76%
717,828
-64,699
33
$47.3M 0.74%
699,359
-51,495
34
$46.8M 0.73%
571,220
-10,851
35
$46.7M 0.73%
1,025,833
-43,107
36
$46.3M 0.72%
515,141
-57,588
37
$45.2M 0.7%
376,413
+6,377
38
$44M 0.69%
364,506
-29,758
39
$43.3M 0.68%
547,660
-310
40
$43M 0.67%
587,895
+14,760
41
$42.9M 0.67%
274,359
+15,856
42
$41.2M 0.64%
1,085,024
-62,943
43
$41.1M 0.64%
499,185
-50,578
44
$40.7M 0.63%
468,781
-129,820
45
$39.8M 0.62%
493,837
+4,476
46
$39.6M 0.62%
457,774
+25,231
47
$39.5M 0.62%
216,016
-19,647
48
$39.3M 0.61%
478,965
-43,633
49
$39.2M 0.61%
640,394
-52,744
50
$39.2M 0.61%
670,734
+176,475
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