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
$5.85B
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$18.5M
3
+$16.9M
4
FLO icon
Flowers Foods
FLO
+$13.6M
5
GMED icon
Globus Medical
GMED
+$12.8M

Top Sells

1
+$24.1M
2
+$17.4M
3
+$16.8M
4
WST icon
West Pharmaceutical
WST
+$15.6M
5
QCOM icon
Qualcomm
QCOM
+$15.3M

Sector Composition

1 Financials 16.72%
2 Healthcare 16.09%
3 Technology 14.06%
4 Industrials 13.11%
5 Consumer Discretionary 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$21.6M 0.37%
300,797
-3,956
102
$21.6M 0.37%
400,974
-3,659
103
$21.3M 0.36%
904,834
-4,434
104
$21.3M 0.36%
1,093,860
-4,853
105
$21M 0.36%
60,643
-935
106
$20.7M 0.35%
184,391
+6,995
107
$20.7M 0.35%
386,617
+26,485
108
$20.7M 0.35%
536,067
-4,503
109
$20.6M 0.35%
342,612
-2,734
110
$20.6M 0.35%
524,289
+13,805
111
$20.4M 0.35%
357,925
+68,625
112
$20.4M 0.35%
349,839
+22,536
113
$20.3M 0.35%
243,082
-2,540
114
$20.2M 0.34%
1,051,796
-11,378
115
$20.1M 0.34%
528,857
+680
116
$19.9M 0.34%
392,453
-1,016
117
$19.8M 0.34%
354,037
+330,671
118
$19.4M 0.33%
775,577
-48,867
119
$19.4M 0.33%
416,914
-5,982
120
$18.8M 0.32%
1,185,429
+297,490
121
$18.7M 0.32%
1,786,515
-357,630
122
$18M 0.31%
960,054
+726,156
123
$17.9M 0.31%
123,421
-43,762
124
$17.7M 0.3%
198,287
-25
125
$17.6M 0.3%
492,247
-5,570
3 4
5
6 7