BTW

Boston Trust Walden Portfolio holdings

AUM $13.2B
1-Year Est. Return 11.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.7B
AUM Growth
-$564M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$51.1M
2
+$48.3M
3
+$47.2M
4
AMZN icon
Amazon
AMZN
+$40.7M
5
PG icon
Procter & Gamble
PG
+$37.8M

Top Sells

1
+$51.3M
2
+$50.2M
3
+$31.8M
4
FLO icon
Flowers Foods
FLO
+$30M
5
MSFT icon
Microsoft
MSFT
+$29.1M

Sector Composition

1 Technology 22.64%
2 Financials 16.75%
3 Healthcare 14.64%
4 Industrials 13.63%
5 Consumer Discretionary 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$112M 0.82%
498,105
-4,678
27
$112M 0.82%
238,990
-10,231
28
$109M 0.79%
1,761,844
+9,844
29
$109M 0.79%
951,469
-38,625
30
$106M 0.78%
2,942,495
+437,527
31
$106M 0.78%
287,800
-129,767
32
$106M 0.77%
27,754
-1,806
33
$105M 0.77%
513,529
-5,569
34
$104M 0.76%
3,002,668
-28,906
35
$103M 0.75%
1,325,479
+19,150
36
$99.7M 0.73%
191,822
-2,073
37
$99.6M 0.73%
300,974
+4,117
38
$97.9M 0.72%
2,476,811
+349,904
39
$96.2M 0.7%
421,859
-65,424
40
$95.8M 0.7%
1,046,667
-8,654
41
$94.9M 0.69%
1,856,301
-20,856
42
$90.9M 0.66%
1,763,845
-17,570
43
$90.6M 0.66%
1,528,271
-14,026
44
$90.3M 0.66%
1,193,033
-91,107
45
$88.2M 0.64%
1,398,049
-14,484
46
$86.4M 0.63%
1,075,814
-8,886
47
$85.8M 0.63%
671,379
-947
48
$85.2M 0.62%
863,619
-65,235
49
$84.5M 0.62%
780,012
+234,080
50
$82.6M 0.6%
1,003,478
+347,141
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