BTW

Boston Trust Walden Portfolio holdings

AUM $13.6B
1-Year Est. Return 9.11%
This Quarter Est. Return
1 Year Est. Return
+9.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.54B
AUM Growth
+$342M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$34.7M
2
+$25.9M
3
+$25.4M
4
TNC icon
Tennant Co
TNC
+$24.4M
5
TRMK icon
Trustmark
TRMK
+$23.3M

Top Sells

1
+$56.6M
2
+$53.5M
3
+$27.8M
4
SNBR icon
Sleep Number
SNBR
+$16.5M
5
DVN icon
Devon Energy
DVN
+$15.9M

Sector Composition

1 Financials 16.34%
2 Industrials 14.19%
3 Technology 14.14%
4 Healthcare 12.1%
5 Consumer Discretionary 11.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$36.4M 0.56%
3,336,437
-53,432
77
$36M 0.55%
1,700,639
+49,216
78
$35.3M 0.54%
432,500
-6,534
79
$34.9M 0.53%
530,655
+84,995
80
$34.7M 0.53%
+687,176
81
$34.5M 0.53%
2,032,654
-34,241
82
$34.4M 0.53%
613,705
-9,895
83
$34.3M 0.52%
804,218
-181,408
84
$34.3M 0.52%
1,075,437
-25,260
85
$33.8M 0.52%
1,689,340
-22,864
86
$33.7M 0.52%
140,389
-3,005
87
$33.2M 0.51%
2,273,979
+221,690
88
$33.1M 0.51%
565,835
+125,170
89
$32.9M 0.5%
843,822
-13,475
90
$32.6M 0.5%
517,738
-119,533
91
$32.4M 0.5%
1,704,820
-20,915
92
$32.2M 0.49%
516,739
+1,814
93
$32M 0.49%
473,836
-6,635
94
$32M 0.49%
780,164
+166,439
95
$31.7M 0.48%
187,262
-5,152
96
$31.6M 0.48%
515,439
-6,420
97
$30.7M 0.47%
1,299,668
-22,654
98
$30.4M 0.46%
761,786
-12,227
99
$30.2M 0.46%
585,950
-5,974
100
$30.1M 0.46%
1,281,970
-18,977
2 3
4
5 6