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
$14B
AUM Growth
+$333M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$25.1M
2
+$25M
3
+$23.3M
4
AYI icon
Acuity Brands
AYI
+$22.6M
5
ZBH icon
Zimmer Biomet
ZBH
+$20.8M

Top Sells

1
+$34.6M
2
+$33.8M
3
+$28.8M
4
ADI icon
Analog Devices
ADI
+$26M
5
TTC icon
Toro Company
TTC
+$24.7M

Sector Composition

1 Technology 24.83%
2 Financials 17.15%
3 Industrials 14.26%
4 Healthcare 12.8%
5 Consumer Discretionary 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$82.8M 0.59%
649,239
-22,140
52
$82.1M 0.59%
1,083,026
+79,548
53
$81.6M 0.58%
512,119
+29,796
54
$81.6M 0.58%
1,098,218
+22,404
55
$81.3M 0.58%
1,089,940
-28,391
56
$79.3M 0.57%
21,365
-6,389
57
$78.7M 0.56%
337,573
+7,514
58
$78.3M 0.56%
306,051
+13,903
59
$77.8M 0.56%
323,980
+67,709
60
$77M 0.55%
1,070,858
+18,180
61
$76.2M 0.54%
355,613
+65,980
62
$76.2M 0.54%
244,971
+31,993
63
$74.1M 0.53%
320,140
-39,769
64
$73.3M 0.52%
580,638
+77,417
65
$73.2M 0.52%
679,318
-5,656
66
$73.2M 0.52%
1,198,524
+5,491
67
$71.5M 0.51%
253,613
-9,590
68
$70.9M 0.51%
163,206
-28,616
69
$70.5M 0.5%
339,975
+9,153
70
$69.5M 0.5%
922,895
+11,464
71
$67.7M 0.48%
91,722
-2,401
72
$67.2M 0.48%
3,543,536
+695,233
73
$67M 0.48%
381,517
+109,043
74
$66.1M 0.47%
601,564
+92,358
75
$65.4M 0.47%
566,732
+7,250
1 2
3
4 5