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
$14B
AUM Growth
+$333M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$25.1M
2
+$25M
3
+$23.3M
4
AYI icon
Acuity Brands
AYI
+$22.6M
5
ZBH icon
Zimmer Biomet
ZBH
+$20.8M

Top Sells

1
+$34.6M
2
+$33.8M
3
+$28.8M
4
ADI icon
Analog Devices
ADI
+$26M
5
TTC icon
Toro Company
TTC
+$24.7M

Sector Composition

1 Technology 24.83%
2 Financials 17.15%
3 Industrials 14.26%
4 Healthcare 12.8%
5 Consumer Discretionary 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$120M 0.86%
2,746,208
+47,162
27
$118M 0.84%
508,120
+10,015
28
$115M 0.82%
1,653,731
-108,113
29
$115M 0.82%
1,796,719
+32,874
30
$111M 0.79%
878,593
+14,974
31
$108M 0.77%
2,965,832
+23,337
32
$107M 0.76%
585,296
+20,403
33
$104M 0.74%
1,465,621
+27,644
34
$103M 0.73%
294,325
+6,525
35
$101M 0.72%
199,491
-39,499
36
$97.1M 0.69%
735,552
-26,529
37
$96.9M 0.69%
420,967
-74,590
38
$96.3M 0.69%
668,432
+60,412
39
$96.2M 0.69%
1,109,922
+63,255
40
$95.8M 0.68%
3,034,123
+31,455
41
$94.8M 0.68%
297,091
+72,120
42
$94.5M 0.67%
2,544,883
+68,072
43
$93.5M 0.67%
1,405,068
+7,019
44
$92.9M 0.66%
861,882
-89,587
45
$92.2M 0.66%
1,557,474
+29,203
46
$90M 0.64%
4,003,770
+825,162
47
$89.2M 0.64%
1,646,933
-209,368
48
$86.4M 0.62%
289,635
+87,153
49
$85.8M 0.61%
387,682
-34,177
50
$84.7M 0.6%
1,118,163
+191,568
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