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
$11.9B
AUM Growth
-$261M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$27.9M
3
+$25.8M
4
WSM icon
Williams-Sonoma
WSM
+$21.8M
5
SFM icon
Sprouts Farmers Market
SFM
+$21.6M

Top Sells

1
+$50.7M
2
+$48M
3
+$16M
4
STE icon
Steris
STE
+$14.4M
5
BR icon
Broadridge
BR
+$12.8M

Sector Composition

1 Technology 21.8%
2 Healthcare 16.07%
3 Financials 14.32%
4 Industrials 14.21%
5 Consumer Discretionary 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$103M 0.86%
398,518
-4,766
27
$101M 0.85%
484,930
+862
28
$99.7M 0.84%
1,854,674
+12,251
29
$99.6M 0.83%
965,220
+92,801
30
$97.6M 0.82%
344,370
-353
31
$96.6M 0.81%
855,137
+6,211
32
$96.1M 0.81%
1,914,930
-46,965
33
$92.4M 0.77%
966,637
+13,416
34
$91.9M 0.77%
2,179,879
-55,405
35
$91.7M 0.77%
593,170
+24,305
36
$89.7M 0.75%
1,291,101
-15,461
37
$89.7M 0.75%
1,127,664
+4,168
38
$87.7M 0.73%
1,667,805
+69,703
39
$87.5M 0.73%
3,118,984
+686,739
40
$86.6M 0.73%
2,510,825
-249,314
41
$86M 0.72%
718,257
-2,927
42
$83.3M 0.7%
590,131
+14,492
43
$82.7M 0.69%
219,262
+244
44
$80.2M 0.67%
386,000
+34,344
45
$78.2M 0.66%
1,131,522
+40,896
46
$77.7M 0.65%
1,290,344
-808
47
$77.3M 0.65%
657,814
+2,045
48
$77.2M 0.65%
749,842
-2,111
49
$75.1M 0.63%
1,052,943
+257,887
50
$74.2M 0.62%
3,344,585
+165,635
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