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
$14B
AUM Growth
+$764M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$55.4M
2
+$55M
3
+$40.4M
4
KLAC icon
KLA
KLAC
+$40.3M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$39.3M

Top Sells

1
+$89.4M
2
+$66.3M
3
+$62.5M
4
WSM icon
Williams-Sonoma
WSM
+$32.9M
5
OMC icon
Omnicom Group
OMC
+$28.7M

Sector Composition

1 Technology 22.34%
2 Financials 15.19%
3 Healthcare 14.9%
4 Industrials 14.61%
5 Consumer Discretionary 10.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$123M 0.88%
736,753
+85,416
27
$118M 0.84%
3,714,421
-10,778
28
$118M 0.84%
933,527
+161,697
29
$117M 0.84%
568,431
+162,988
30
$112M 0.8%
1,255,379
-22,476
31
$108M 0.77%
4,568,260
-15,074
32
$108M 0.77%
267,015
-221,256
33
$108M 0.77%
735,111
-110,712
34
$107M 0.76%
977,519
-5,501
35
$106M 0.75%
257,563
+25,594
36
$105M 0.75%
1,291,125
-3,285
37
$103M 0.73%
403,966
+10,499
38
$99.5M 0.71%
626,460
-207,022
39
$99.3M 0.71%
401,156
+3,308
40
$98.2M 0.7%
661,001
-12,676
41
$97.1M 0.69%
2,526,973
-12,156
42
$96.6M 0.69%
1,929,388
-11,727
43
$96.1M 0.69%
1,135,260
+168
44
$96.1M 0.69%
622,154
-155,048
45
$94.8M 0.68%
1,900,033
+9,695
46
$94.6M 0.67%
1,773,797
+72,703
47
$93.8M 0.67%
29,771
+2,802
48
$93.5M 0.67%
1,300,080
-14,885
49
$92.3M 0.66%
2,194,817
-19,925
50
$92M 0.66%
978,921
+1,508
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