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
$6.42B
AUM Growth
+$73.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$23.9M
2
+$16M
3
+$14.9M
4
SBUX icon
Starbucks
SBUX
+$10.3M
5
ATR icon
AptarGroup
ATR
+$8.81M

Top Sells

1
+$22.1M
2
+$15.5M
3
+$14.3M
4
CLC
Clarcor
CLC
+$13.1M
5
WEX icon
WEX
WEX
+$12.8M

Sector Composition

1 Financials 18.4%
2 Healthcare 14.75%
3 Technology 14.75%
4 Industrials 13.71%
5 Consumer Discretionary 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$23.3M 0.36%
373,222
-31,654
102
$23.2M 0.36%
467,755
-43,302
103
$22.3M 0.35%
150,656
-7,325
104
$22.3M 0.35%
284,146
-7,395
105
$22.3M 0.35%
53,780
-4,683
106
$22.2M 0.35%
186,894
+2,420
107
$22.2M 0.35%
1,057,073
-88,230
108
$22.1M 0.34%
1,139,028
-64,304
109
$21.7M 0.34%
160,063
-2,900
110
$21.5M 0.33%
257,401
-23,240
111
$20.9M 0.33%
467,605
+183,510
112
$20.8M 0.32%
473,241
+16,053
113
$20.6M 0.32%
462,399
-40,329
114
$20.5M 0.32%
1,002,921
-80,226
115
$20.4M 0.32%
393,103
-915
116
$20.3M 0.32%
291,283
+1,990
117
$20.3M 0.32%
312,398
-35,567
118
$20.3M 0.32%
236,866
-25,457
119
$20M 0.31%
740,251
-16,299
120
$20M 0.31%
183,733
+3,940
121
$20M 0.31%
905,192
-71,949
122
$19.8M 0.31%
314,085
-23,181
123
$19.8M 0.31%
601,152
-68,696
124
$19.2M 0.3%
294,327
-33,781
125
$18.9M 0.3%
260,846
-23,093
3 4
5
6 7