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
$13.3B
AUM Growth
+$1.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$48.9M
2
+$33.4M
3
+$32.4M
4
ALLE icon
Allegion
ALLE
+$30.1M
5
FLO icon
Flowers Foods
FLO
+$27.9M

Top Sells

1
+$46.2M
2
+$45.1M
3
+$35.3M
4
SJM icon
J.M. Smucker
SJM
+$33.1M
5
BR icon
Broadridge
BR
+$32.6M

Sector Composition

1 Technology 22.31%
2 Healthcare 15.48%
3 Financials 15.01%
4 Industrials 14.49%
5 Consumer Discretionary 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$116M 0.88%
199,147
-17,190
27
$115M 0.87%
3,725,199
+606,215
28
$111M 0.84%
492,870
+7,940
29
$108M 0.81%
625,452
+32,282
30
$108M 0.81%
1,277,855
-13,246
31
$106M 0.8%
977,413
+10,776
32
$106M 0.8%
673,677
+5,006
33
$103M 0.78%
4,583,334
+1,238,749
34
$103M 0.78%
1,294,410
+305,592
35
$99.7M 0.75%
2,539,129
+28,304
36
$97.8M 0.74%
983,020
+17,800
37
$97M 0.73%
397,848
-670
38
$95.5M 0.72%
1,890,338
+35,664
39
$95M 0.72%
777,202
+89,019
40
$92.8M 0.7%
231,969
+12,707
41
$92.4M 0.7%
1,701,094
+33,289
42
$88.1M 0.66%
1,941,115
+26,185
43
$87.6M 0.66%
393,467
+7,467
44
$87.4M 0.66%
771,830
-244,014
45
$85M 0.64%
1,135,092
+3,570
46
$84.1M 0.63%
833,482
+23,918
47
$83.7M 0.63%
768,151
+18,309
48
$83.6M 0.63%
1,314,965
+24,621
49
$81.5M 0.62%
297,763
-46,607
50
$81.5M 0.62%
702,385
-15,872
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