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
$8.59B
AUM Growth
+$637M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$17.6M
3
+$16.5M
4
SJM icon
J.M. Smucker
SJM
+$13M
5
KFY icon
Korn Ferry
KFY
+$12.8M

Top Sells

1
+$21.3M
2
+$17.1M
3
+$15.9M
4
IFF icon
International Flavors & Fragrances
IFF
+$15.4M
5
AAPL icon
Apple
AAPL
+$12.7M

Sector Composition

1 Financials 18.08%
2 Technology 16.52%
3 Healthcare 14.61%
4 Industrials 13.96%
5 Consumer Discretionary 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$78.8M 0.92%
1,487,043
-133,774
27
$75.3M 0.88%
880,664
+5,014
28
$73.4M 0.85%
835,304
+3,725
29
$73.1M 0.85%
687,657
-1,211
30
$72.3M 0.84%
1,507,146
-36,058
31
$68.6M 0.8%
550,982
-2,567
32
$67.2M 0.78%
287,549
-2,373
33
$66.5M 0.77%
468,371
+13,029
34
$60.8M 0.71%
519,483
-1,937
35
$60.1M 0.7%
1,067,314
+151,676
36
$58.4M 0.68%
515,159
+6,855
37
$57.4M 0.67%
661,246
+3,048
38
$57.3M 0.67%
252,935
-1,249
39
$57.1M 0.66%
631,479
+3,063
40
$57M 0.66%
928,920
+71,490
41
$54.6M 0.64%
564,498
+7,286
42
$53.3M 0.62%
657,586
-5,830
43
$52.9M 0.62%
793,096
+13,277
44
$52.9M 0.62%
434,041
+6,303
45
$52.7M 0.61%
120,030
+2,728
46
$51.2M 0.6%
962,609
+17,261
47
$50.7M 0.59%
379,546
-47,319
48
$50.1M 0.58%
770,682
+3,798
49
$49.7M 0.58%
473,034
-5,610
50
$47.6M 0.55%
60,045
-3,410
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