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
$6.48B
AUM Growth
-$406M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$38.9M
2
+$34.2M
3
+$24.5M
4
FLO icon
Flowers Foods
FLO
+$24.1M
5
APAM icon
Artisan Partners
APAM
+$22.6M

Top Sells

1
+$41.3M
2
+$37.6M
3
+$31M
4
VIVO
Meridian Bioscience Inc
VIVO
+$25M
5
LTM
LIFE TIME FITNESS INC
LTM
+$24.9M

Sector Composition

1 Financials 17.16%
2 Technology 16.09%
3 Industrials 13.66%
4 Healthcare 11.16%
5 Consumer Discretionary 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$39.9M 0.62%
367,690
+33,209
52
$39.3M 0.61%
1,763,500
+934,987
53
$39.1M 0.6%
635,568
+29,909
54
$38.9M 0.6%
+1,135,964
55
$38M 0.59%
1,516,537
-195,125
56
$37.3M 0.58%
260,208
-3,421
57
$37.3M 0.58%
426,015
+7,070
58
$37M 0.57%
577,104
-9,810
59
$37M 0.57%
741,581
-3,590
60
$36.9M 0.57%
1,225,871
-32,648
61
$36.3M 0.56%
967,944
-21,959
62
$36M 0.56%
1,282,544
+45,873
63
$35.5M 0.55%
791,641
-20,794
64
$35.4M 0.55%
2,530,704
-94,812
65
$34.9M 0.54%
1,005,258
-33,120
66
$34.9M 0.54%
833,630
+45,905
67
$34.6M 0.53%
819,759
-296,746
68
$34.4M 0.53%
894,115
-39,529
69
$34.3M 0.53%
425,009
-11,865
70
$34.3M 0.53%
588,435
-279,210
71
$34.2M 0.53%
769,579
-36,418
72
$34.2M 0.53%
+750,784
73
$34M 0.53%
746,544
-212,582
74
$34M 0.53%
808,498
-10,175
75
$33.9M 0.52%
453,334
-13,165
1 2
3
4 5