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
$6.48B
AUM Growth
-$406M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$38.9M
2
+$34.2M
3
+$24.5M
4
FLO icon
Flowers Foods
FLO
+$24.1M
5
APAM icon
Artisan Partners
APAM
+$22.6M

Top Sells

1
+$41.3M
2
+$37.6M
3
+$31M
4
VIVO
Meridian Bioscience Inc
VIVO
+$25M
5
LTM
LIFE TIME FITNESS INC
LTM
+$24.9M

Sector Composition

1 Financials 17.16%
2 Technology 16.09%
3 Industrials 13.66%
4 Healthcare 11.16%
5 Consumer Discretionary 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$33.1M 0.51%
631,994
-137,704
77
$32.9M 0.51%
632,684
+433,602
78
$32.6M 0.5%
1,760,545
-47,980
79
$32M 0.49%
268,392
-1,125
80
$32M 0.49%
798,410
-27,348
81
$31.8M 0.49%
474,015
-15,274
82
$31.7M 0.49%
511,284
-11,547
83
$31.5M 0.49%
427,500
+2,970
84
$31.4M 0.48%
1,031,810
-94,305
85
$31.4M 0.48%
954,424
-31,056
86
$31.3M 0.48%
418,735
-11,931
87
$31.2M 0.48%
618,212
-4,858
88
$31.1M 0.48%
1,528,166
-43,456
89
$31.1M 0.48%
1,155,388
-18,020
90
$31M 0.48%
358,875
-610
91
$31M 0.48%
507,870
+116,598
92
$30.8M 0.48%
882,311
-21,555
93
$30.7M 0.47%
428,914
-20,157
94
$30.5M 0.47%
1,785,074
-67,633
95
$30.4M 0.47%
430,102
+142,697
96
$30.2M 0.47%
674,809
-16,602
97
$30M 0.46%
1,487,345
-32,617
98
$29.9M 0.46%
749,867
-19,182
99
$29.4M 0.45%
1,518,360
-53,475
100
$29.2M 0.45%
507,338
-16,023
2 3
4
5 6