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
$14B
AUM Growth
+$764M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$55.4M
2
+$55M
3
+$40.4M
4
KLAC icon
KLA
KLAC
+$40.3M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$39.3M

Top Sells

1
+$89.4M
2
+$66.3M
3
+$62.5M
4
WSM icon
Williams-Sonoma
WSM
+$32.9M
5
OMC icon
Omnicom Group
OMC
+$28.7M

Sector Composition

1 Technology 22.34%
2 Financials 15.19%
3 Healthcare 14.9%
4 Industrials 14.61%
5 Consumer Discretionary 10.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$64.9M 0.46%
725,709
+11,018
77
$62.4M 0.45%
339,590
-58,653
78
$61.4M 0.44%
544,166
-2,792
79
$61.1M 0.44%
322,062
-42,470
80
$60.8M 0.43%
711,865
-4,601
81
$60.6M 0.43%
1,013,666
-61,099
82
$60.4M 0.43%
936,700
-67,254
83
$60.1M 0.43%
223,815
-474
84
$59.9M 0.43%
688,222
-465
85
$59.8M 0.43%
268,004
-3,194
86
$59.6M 0.43%
201,249
+2,020
87
$59.4M 0.42%
408,087
+3,772
88
$58.9M 0.42%
437,550
+200,354
89
$58.7M 0.42%
403,987
+19,183
90
$58.2M 0.41%
131,967
-107
91
$58.1M 0.41%
1,147,071
-1,742
92
$57.8M 0.41%
486,291
-2,405
93
$57.8M 0.41%
299,998
-2,238
94
$57.2M 0.41%
419,321
+1,397
95
$56.7M 0.4%
792,180
-878
96
$56.5M 0.4%
1,461,072
+193,730
97
$56.1M 0.4%
1,023,587
-18,350
98
$56.1M 0.4%
272,160
-2,782
99
$55.5M 0.4%
206,698
-3,440
100
$55.4M 0.4%
+2,134,546
2 3
4
5 6