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
$13.3B
AUM Growth
+$1.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$48.9M
2
+$33.4M
3
+$32.4M
4
ALLE icon
Allegion
ALLE
+$30.1M
5
FLO icon
Flowers Foods
FLO
+$27.9M

Top Sells

1
+$46.2M
2
+$45.1M
3
+$35.3M
4
SJM icon
J.M. Smucker
SJM
+$33.1M
5
BR icon
Broadridge
BR
+$32.6M

Sector Composition

1 Technology 22.31%
2 Healthcare 15.48%
3 Financials 15.01%
4 Industrials 14.49%
5 Consumer Discretionary 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$80.2M 0.61%
2,214,742
+34,863
52
$79.4M 0.6%
133,086
+2,610
53
$78.6M 0.59%
361,637
+8,223
54
$75.9M 0.57%
382,140
-20,135
55
$74.9M 0.57%
695,726
-7,609
56
$72.1M 0.54%
272,813
+60,209
57
$71.6M 0.54%
1,073,646
+20,703
58
$71.1M 0.54%
398,243
+8,388
59
$71.1M 0.54%
1,477,341
+17,565
60
$70.9M 0.53%
1,566,448
+10,532
61
$70.6M 0.53%
931,810
+5,450
62
$69.7M 0.53%
26,969
+649
63
$69.4M 0.52%
842,106
+8,025
64
$69.3M 0.52%
638,354
-28,581
65
$67.9M 0.51%
195,904
+27,087
66
$66.3M 0.5%
1,074,765
+35,307
67
$65.7M 0.5%
684,595
+6,336
68
$65.7M 0.5%
405,443
+80,097
69
$65.2M 0.49%
652,608
-5,206
70
$65.2M 0.49%
364,532
+62,938
71
$65.1M 0.49%
793,058
+3,784
72
$64M 0.48%
1,003,954
-1,079
73
$62.5M 0.47%
4,698,238
-16,661
74
$61.6M 0.46%
74,281
-1,576
75
$61.3M 0.46%
716,466
-4,063
1 2
3
4 5