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
$5.85B
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$18.5M
3
+$16.9M
4
FLO icon
Flowers Foods
FLO
+$13.6M
5
GMED icon
Globus Medical
GMED
+$12.8M

Top Sells

1
+$24.1M
2
+$17.4M
3
+$16.8M
4
WST icon
West Pharmaceutical
WST
+$15.6M
5
QCOM icon
Qualcomm
QCOM
+$15.3M

Sector Composition

1 Financials 16.72%
2 Healthcare 16.09%
3 Technology 14.06%
4 Industrials 13.11%
5 Consumer Discretionary 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$27M 0.46%
337,240
-50,695
77
$26.9M 0.46%
166,312
-12,779
78
$26.7M 0.46%
256,184
+7,189
79
$26.1M 0.45%
486,394
-7,386
80
$26M 0.44%
550,064
+37,048
81
$25.7M 0.44%
+639,316
82
$25.3M 0.43%
491,730
+11,420
83
$25.2M 0.43%
173,933
+1,715
84
$25.2M 0.43%
522,691
-6,032
85
$24.9M 0.43%
524,146
+382
86
$24.8M 0.42%
183,551
-1,787
87
$24.2M 0.41%
688,500
+33,820
88
$23.8M 0.41%
798,506
+3,743
89
$23.8M 0.41%
718,919
-6,388
90
$23.7M 0.4%
519,188
-9,282
91
$23.4M 0.4%
264,431
-2,864
92
$23.2M 0.4%
1,058,359
-4,129
93
$22.9M 0.39%
190,195
-5,166
94
$22.6M 0.39%
172,309
+1,924
95
$22.6M 0.39%
419,777
-9,460
96
$22.5M 0.38%
509,312
-7,436
97
$22M 0.38%
395,802
-4,389
98
$21.9M 0.37%
291,366
-3,492
99
$21.8M 0.37%
255,534
+5,140
100
$21.6M 0.37%
190,435
+63,505
2 3
4
5 6