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
$6.54B
AUM Growth
+$342M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$34.7M
2
+$25.9M
3
+$25.4M
4
TNC icon
Tennant Co
TNC
+$24.4M
5
TRMK icon
Trustmark
TRMK
+$23.3M

Top Sells

1
+$56.6M
2
+$53.5M
3
+$27.8M
4
SNBR icon
Sleep Number
SNBR
+$16.5M
5
DVN icon
Devon Energy
DVN
+$15.9M

Sector Composition

1 Financials 16.34%
2 Industrials 14.19%
3 Technology 14.14%
4 Healthcare 12.1%
5 Consumer Discretionary 11.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$43.9M 0.67%
1,113,779
+9,651
52
$43.5M 0.67%
1,700,674
-10,235
53
$42.3M 0.65%
622,409
+20,552
54
$42M 0.64%
2,141,244
+190,370
55
$41.2M 0.63%
695,596
-5,510
56
$40.7M 0.62%
1,198,371
+176,030
57
$40.6M 0.62%
422,035
+3,507
58
$40.6M 0.62%
1,211,634
+157,892
59
$40.6M 0.62%
363,636
-3,270
60
$40.2M 0.62%
919,628
+177,336
61
$40M 0.61%
1,815,236
-24,976
62
$39.6M 0.61%
912,953
-8,520
63
$39.6M 0.61%
1,060,966
-15,514
64
$39.5M 0.61%
987,344
-182
65
$39.4M 0.6%
795,829
+12,637
66
$39.4M 0.6%
72,954
+16,501
67
$38.6M 0.59%
1,212,465
-25,915
68
$38.1M 0.58%
1,263,880
+35,276
69
$37.7M 0.58%
739,697
+507,630
70
$37.7M 0.58%
231,843
+156,202
71
$37.7M 0.58%
515,489
-13,145
72
$37.2M 0.57%
1,092,005
+4,612
73
$37.1M 0.57%
511,758
+20,052
74
$37.1M 0.57%
304,971
+5,050
75
$36.4M 0.56%
1,032,113
-18,768
1 2
3
4 5