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
$14B
AUM Growth
+$333M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$25.1M
2
+$25M
3
+$23.3M
4
AYI icon
Acuity Brands
AYI
+$22.6M
5
ZBH icon
Zimmer Biomet
ZBH
+$20.8M

Top Sells

1
+$34.6M
2
+$33.8M
3
+$28.8M
4
ADI icon
Analog Devices
ADI
+$26M
5
TTC icon
Toro Company
TTC
+$24.7M

Sector Composition

1 Technology 24.83%
2 Financials 17.15%
3 Industrials 14.26%
4 Healthcare 12.8%
5 Consumer Discretionary 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$64.8M 0.46%
295,275
-4,664
77
$63.9M 0.46%
800,166
-19,116
78
$63.8M 0.45%
976,203
-21,099
79
$63.6M 0.45%
203,957
-90,605
80
$63.2M 0.45%
693,322
+215,249
81
$62.7M 0.45%
276,626
-9,114
82
$62.4M 0.44%
255,377
+41,230
83
$62.1M 0.44%
10,721
-629
84
$61.9M 0.44%
678,929
+37,835
85
$61.8M 0.44%
210,036
+15,189
86
$61.1M 0.44%
58,714
-550
87
$60.9M 0.43%
957,132
-33,487
88
$59.9M 0.43%
267,255
-5,751
89
$59.5M 0.42%
344,605
+44,279
90
$59.5M 0.42%
268,216
-11,690
91
$59M 0.42%
845,911
+19,579
92
$57.8M 0.41%
572,267
+117,227
93
$57.6M 0.41%
540,814
+42,294
94
$57.2M 0.41%
350,131
+18,341
95
$56.7M 0.4%
336,285
-17,552
96
$56.3M 0.4%
229,741
-5,340
97
$56.2M 0.4%
491,547
+27,002
98
$56M 0.4%
623,633
-15,423
99
$55.2M 0.39%
536,874
-140,956
100
$54.9M 0.39%
203,292
+39,263
2 3
4
5 6