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
$13.3B
AUM Growth
+$1.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$48.9M
2
+$33.4M
3
+$32.4M
4
ALLE icon
Allegion
ALLE
+$30.1M
5
FLO icon
Flowers Foods
FLO
+$27.9M

Top Sells

1
+$46.2M
2
+$45.1M
3
+$35.3M
4
SJM icon
J.M. Smucker
SJM
+$33.1M
5
BR icon
Broadridge
BR
+$32.6M

Sector Composition

1 Technology 22.31%
2 Healthcare 15.48%
3 Financials 15.01%
4 Industrials 14.49%
5 Consumer Discretionary 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$60.3M 0.45%
108,257
-534
77
$60M 0.45%
1,846,924
+19,877
78
$58.9M 0.44%
714,691
+17,148
79
$58.4M 0.44%
1,148,813
+17,799
80
$57.9M 0.44%
216,426
+17,454
81
$57.5M 0.43%
199,229
+8,243
82
$57.5M 0.43%
688,687
+4,677
83
$57.5M 0.43%
452,233
+13,811
84
$56.8M 0.43%
227,888
+34,100
85
$56.2M 0.42%
571,784
+1,822
86
$56.2M 0.42%
404,315
-30,903
87
$55.4M 0.42%
1,020,506
+444,674
88
$55.1M 0.42%
1,267,342
+38,043
89
$55.1M 0.42%
264,438
+1,774
90
$55M 0.42%
210,138
-2,355
91
$54.8M 0.41%
271,198
+3,852
92
$54.6M 0.41%
488,696
+13,860
93
$54.2M 0.41%
1,041,937
-5,107
94
$54.1M 0.41%
384,804
+22,031
95
$53.5M 0.4%
528,589
+4,286
96
$53.1M 0.4%
319,366
+112,696
97
$52.5M 0.4%
729,500
+1,965
98
$52.1M 0.39%
274,942
+3,847
99
$51.7M 0.39%
302,236
+2,188
100
$50.9M 0.38%
546,958
+3,616
2 3
4
5 6