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
$6.54B
AUM Growth
+$342M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$34.7M
2
+$25.9M
3
+$25.4M
4
TNC icon
Tennant Co
TNC
+$24.4M
5
TRMK icon
Trustmark
TRMK
+$23.3M

Top Sells

1
+$56.6M
2
+$53.5M
3
+$27.8M
4
SNBR icon
Sleep Number
SNBR
+$16.5M
5
DVN icon
Devon Energy
DVN
+$15.9M

Sector Composition

1 Financials 16.34%
2 Industrials 14.19%
3 Technology 14.14%
4 Healthcare 12.1%
5 Consumer Discretionary 11.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$29.8M 0.46%
1,490,477
+175,771
102
$29.2M 0.45%
1,886,691
-19,970
103
$29.1M 0.45%
1,333,861
+70,945
104
$29.1M 0.44%
431,938
-1,588
105
$28.9M 0.44%
339,895
-8,885
106
$28.9M 0.44%
542,165
-5,330
107
$28.5M 0.44%
725,876
-68,355
108
$28.5M 0.44%
377,606
+15,995
109
$28.4M 0.43%
71,418
+5,180
110
$27.9M 0.43%
1,207,884
-26,096
111
$27.8M 0.43%
218,859
-4,175
112
$27.7M 0.42%
1,707,471
-319,543
113
$27.7M 0.42%
1,879,824
-23,864
114
$27.1M 0.41%
406,629
-7,377
115
$26.8M 0.41%
1,098,477
-3,830
116
$26.8M 0.41%
1,425,022
-20,065
117
$26.7M 0.41%
6,592,400
-41,710
118
$26.7M 0.41%
701,929
+122,509
119
$26.5M 0.41%
1,175,608
+9,230
120
$25.9M 0.4%
1,064,546
-679,638
121
$25.4M 0.39%
381,707
-7,683
122
$25.3M 0.39%
1,077,739
-24,985
123
$25.2M 0.39%
913,355
-8,987
124
$25.1M 0.38%
857,900
-15,360
125
$24.9M 0.38%
234,611
-7,315
3 4
5
6 7