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
$14B
AUM Growth
+$764M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$55.4M
2
+$55M
3
+$40.4M
4
KLAC icon
KLA
KLAC
+$40.3M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$39.3M

Top Sells

1
+$89.4M
2
+$66.3M
3
+$62.5M
4
WSM icon
Williams-Sonoma
WSM
+$32.9M
5
OMC icon
Omnicom Group
OMC
+$28.7M

Sector Composition

1 Technology 22.34%
2 Financials 15.19%
3 Healthcare 14.9%
4 Industrials 14.61%
5 Consumer Discretionary 10.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$89.9M 0.64%
681,543
-86,608
52
$88.8M 0.63%
698,055
-4,330
53
$88.3M 0.63%
345,731
-15,906
54
$87.3M 0.62%
702,762
+443,024
55
$83.5M 0.6%
685,047
-10,679
56
$81.9M 0.58%
1,458,098
+437,592
57
$81.3M 0.58%
411,135
+28,995
58
$81M 0.58%
1,070,381
-3,265
59
$77.6M 0.55%
194,505
-1,399
60
$76M 0.54%
276,925
+4,112
61
$75.9M 0.54%
1,562,098
-4,350
62
$74.3M 0.53%
639,076
-13,532
63
$73.9M 0.53%
72,618
-1,663
64
$73.7M 0.53%
304,145
+87,719
65
$73.3M 0.52%
1,137,111
-340,230
66
$73.3M 0.52%
836,103
-6,003
67
$71.3M 0.51%
667,992
+162,689
68
$71.3M 0.51%
927,837
-3,973
69
$71.1M 0.51%
293,521
-4,242
70
$70.6M 0.5%
332,019
+67,581
71
$67.5M 0.48%
633,965
-4,389
72
$67.1M 0.48%
733,711
+49,116
73
$66.9M 0.48%
132,621
-465
74
$65.7M 0.47%
316,561
-2,805
75
$65.6M 0.47%
400,160
+93,959
1 2
3
4 5