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
$8.59B
AUM Growth
+$637M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$17.6M
3
+$16.5M
4
SJM icon
J.M. Smucker
SJM
+$13M
5
KFY icon
Korn Ferry
KFY
+$12.8M

Top Sells

1
+$21.3M
2
+$17.1M
3
+$15.9M
4
IFF icon
International Flavors & Fragrances
IFF
+$15.4M
5
AAPL icon
Apple
AAPL
+$12.7M

Sector Composition

1 Financials 18.08%
2 Technology 16.52%
3 Healthcare 14.61%
4 Industrials 13.96%
5 Consumer Discretionary 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$35M 0.41%
201,994
-5,782
77
$34.4M 0.4%
548,668
+14,545
78
$34.1M 0.4%
751,104
+259,858
79
$33.6M 0.39%
295,948
+45,697
80
$32.5M 0.38%
1,045,595
+20,376
81
$32.4M 0.38%
575,848
+120,505
82
$31.8M 0.37%
477,530
+12,683
83
$31.7M 0.37%
153,521
-5,260
84
$31.7M 0.37%
203,569
-3,036
85
$31.6M 0.37%
710,097
+156,869
86
$31.5M 0.37%
757,562
+21,456
87
$31.2M 0.36%
447,487
-12,297
88
$30.5M 0.36%
183,596
+4,593
89
$30.3M 0.35%
536,062
+61,237
90
$30.1M 0.35%
1,383,618
+36,440
91
$29.5M 0.34%
110,096
+13,391
92
$28.6M 0.33%
194,611
-9,475
93
$28M 0.33%
13,627
+154
94
$27.5M 0.32%
246,566
+697
95
$27.2M 0.32%
396,220
+6,308
96
$26.6M 0.31%
1,188,162
+20,873
97
$26.5M 0.31%
404,776
+9,672
98
$26.4M 0.31%
460,702
+8,607
99
$26.2M 0.3%
513,516
+10,548
100
$25.8M 0.3%
550,556
+1,958
2 3
4
5 6