BTW

Boston Trust Walden Portfolio holdings

AUM $13.2B
1-Year Est. Return 11.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.7B
AUM Growth
-$564M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$51.1M
2
+$48.3M
3
+$47.2M
4
AMZN icon
Amazon
AMZN
+$40.7M
5
PG icon
Procter & Gamble
PG
+$37.8M

Top Sells

1
+$51.3M
2
+$50.2M
3
+$31.8M
4
FLO icon
Flowers Foods
FLO
+$30M
5
MSFT icon
Microsoft
MSFT
+$29.1M

Sector Composition

1 Technology 22.64%
2 Financials 16.75%
3 Healthcare 14.64%
4 Industrials 13.63%
5 Consumer Discretionary 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$61.5M 0.45%
1,667,108
-724,847
77
$60.5M 0.44%
224,971
+6,290
78
$60.3M 0.44%
997,302
-68,182
79
$60.2M 0.44%
547,181
-61,792
80
$60.1M 0.44%
345,374
-6,223
81
$60M 0.44%
639,056
-9,460
82
$58.9M 0.43%
509,206
-395
83
$58.7M 0.43%
641,094
-769
84
$58.5M 0.43%
59,264
+298
85
$58.4M 0.43%
289,633
-586
86
$58.1M 0.42%
256,271
+31,530
87
$58M 0.42%
237,831
-5,566
88
$57.1M 0.42%
299,939
+187,373
89
$56.7M 0.41%
779,419
+445,287
90
$56.4M 0.41%
273,006
-4,565
91
$56.2M 0.41%
285,740
-3,045
92
$56.1M 0.41%
278,421
-25,888
93
$55.9M 0.41%
464,545
-2,849
94
$55.4M 0.4%
527,604
-46,795
95
$55.3M 0.4%
866,872
-7,209
96
$55M 0.4%
1,075,611
+6,251
97
$54.2M 0.4%
94,123
+30,083
98
$54.1M 0.4%
603,176
-30,447
99
$54.1M 0.4%
+478,073
100
$53.3M 0.39%
202,482
-3,425
2 3
4
5 6