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
$11.9B
AUM Growth
-$261M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$27.9M
3
+$25.8M
4
WSM icon
Williams-Sonoma
WSM
+$21.8M
5
SFM icon
Sprouts Farmers Market
SFM
+$21.6M

Top Sells

1
+$50.7M
2
+$48M
3
+$16M
4
STE icon
Steris
STE
+$14.4M
5
BR icon
Broadridge
BR
+$12.8M

Sector Composition

1 Technology 21.8%
2 Healthcare 16.07%
3 Financials 14.32%
4 Industrials 14.21%
5 Consumer Discretionary 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$53.4M 0.45%
569,962
+24,882
77
$52.5M 0.44%
75,857
-700
78
$51.6M 0.43%
271,095
-2,619
79
$51.5M 0.43%
524,303
+103,567
80
$50.3M 0.42%
438,422
-407
81
$49.8M 0.42%
543,342
+38,234
82
$49.8M 0.42%
1,827,047
-169,310
83
$49.2M 0.41%
1,131,014
+673,817
84
$49.2M 0.41%
198,972
+11,511
85
$48.9M 0.41%
212,493
-1,466
86
$48.8M 0.41%
267,346
-39,558
87
$48.7M 0.41%
190,986
+901
88
$48.7M 0.41%
435,218
+1,082
89
$48.6M 0.41%
301,594
+463
90
$47.7M 0.4%
449,901
-6,211
91
$47.4M 0.4%
212,604
+401
92
$46.1M 0.39%
697,543
+1,959
93
$45.4M 0.38%
262,664
+14,727
94
$45.1M 0.38%
606,846
+1,984
95
$45M 0.38%
325,346
+44,232
96
$45M 0.38%
474,836
+986
97
$44.8M 0.38%
168,817
+6,458
98
$44.8M 0.38%
362,773
-4,705
99
$44.5M 0.37%
498,641
+28,412
100
$44.5M 0.37%
398,057
+135,767
2 3
4
5 6