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
$13.7B
AUM Growth
-$564M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$51.1M
2
+$48.3M
3
+$47.2M
4
AMZN icon
Amazon
AMZN
+$40.7M
5
PG icon
Procter & Gamble
PG
+$37.8M

Top Sells

1
+$51.3M
2
+$50.2M
3
+$31.8M
4
FLO icon
Flowers Foods
FLO
+$30M
5
MSFT icon
Microsoft
MSFT
+$29.1M

Sector Composition

1 Technology 22.64%
2 Financials 16.75%
3 Healthcare 14.64%
4 Industrials 13.63%
5 Consumer Discretionary 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$82.2M 0.6%
588,142
+24,112
52
$82.2M 0.6%
482,323
+225,389
53
$82M 0.6%
564,893
-27,303
54
$81.5M 0.6%
684,974
-6,539
55
$80.3M 0.59%
3,178,608
+88,021
56
$79.6M 0.58%
1,052,678
-5,829
57
$79.3M 0.58%
608,020
+138,294
58
$79.1M 0.58%
345,182
-6,612
59
$78.6M 0.57%
359,909
+214
60
$77.6M 0.57%
263,203
-6,505
61
$75.9M 0.55%
677,830
-12,223
62
$74.7M 0.55%
330,059
+11,137
63
$73.6M 0.54%
1,606,948
-190,541
64
$73.1M 0.53%
911,431
-9,152
65
$72.4M 0.53%
292,148
-13,620
66
$71.8M 0.52%
212,978
+2,441
67
$71.1M 0.52%
1,118,331
+202,609
68
$70.4M 0.51%
819,282
-12,345
69
$69.5M 0.51%
926,595
+122,250
70
$66.8M 0.49%
584,800
-314,261
71
$66.1M 0.48%
503,221
+40,822
72
$65.3M 0.48%
279,906
-20,711
73
$65M 0.48%
559,482
-4,702
74
$62.6M 0.46%
330,822
+2,079
75
$61.5M 0.45%
990,619
-11,385
1 2
3
4 5