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
$6.48B
AUM Growth
-$406M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$38.9M
2
+$34.2M
3
+$24.5M
4
FLO icon
Flowers Foods
FLO
+$24.1M
5
APAM icon
Artisan Partners
APAM
+$22.6M

Top Sells

1
+$41.3M
2
+$37.6M
3
+$31M
4
VIVO
Meridian Bioscience Inc
VIVO
+$25M
5
LTM
LIFE TIME FITNESS INC
LTM
+$24.9M

Sector Composition

1 Financials 17.16%
2 Technology 16.09%
3 Industrials 13.66%
4 Healthcare 11.16%
5 Consumer Discretionary 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$29M 0.45%
113,210
-1,985
102
$28.9M 0.45%
1,038,410
+294,195
103
$28.7M 0.44%
2,339,391
-63,661
104
$28.4M 0.44%
414,680
+56,740
105
$28.3M 0.44%
1,122,923
-12,555
106
$28.2M 0.44%
216,743
-5,330
107
$27.9M 0.43%
293,963
-88,664
108
$27.5M 0.42%
1,088,776
-559,088
109
$27.1M 0.42%
1,147,849
-150,868
110
$27.1M 0.42%
1,013,937
-24,693
111
$26.9M 0.42%
1,032,318
-195,901
112
$26.2M 0.41%
480,899
-243,438
113
$26.1M 0.4%
671,372
-60,213
114
$26M 0.4%
256,076
-1,483
115
$26M 0.4%
276,865
-12,579
116
$25.8M 0.4%
482,820
+459,752
117
$25.7M 0.4%
434,430
-36,963
118
$25.5M 0.39%
648,771
-16,716
119
$25.4M 0.39%
367,666
-4,706
120
$24.6M 0.38%
1,495,233
-58,234
121
$24.4M 0.38%
202,600
-1,926
122
$24.4M 0.38%
1,153,101
-705,639
123
$24.1M 0.37%
+1,312,526
124
$23.3M 0.36%
235,152
+675
125
$23.2M 0.36%
61,238
-2,468
3 4
5
6 7