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
$8.59B
AUM Growth
+$637M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$17.6M
3
+$16.5M
4
SJM icon
J.M. Smucker
SJM
+$13M
5
KFY icon
Korn Ferry
KFY
+$12.8M

Top Sells

1
+$21.3M
2
+$17.1M
3
+$15.9M
4
IFF icon
International Flavors & Fragrances
IFF
+$15.4M
5
AAPL icon
Apple
AAPL
+$12.7M

Sector Composition

1 Financials 18.08%
2 Technology 16.52%
3 Healthcare 14.61%
4 Industrials 13.96%
5 Consumer Discretionary 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$25.7M 0.3%
335,371
+9,514
102
$25.4M 0.3%
158,788
+19,797
103
$25.4M 0.3%
431,209
+7,917
104
$25.1M 0.29%
332,035
+9,084
105
$24.6M 0.29%
161,661
+21,422
106
$24.6M 0.29%
256,618
+1,751
107
$24.5M 0.29%
333,954
+224,624
108
$24.4M 0.28%
150,108
-4,240
109
$24.4M 0.28%
136,196
+98,216
110
$24M 0.28%
211,078
+3,714
111
$23.9M 0.28%
281,920
-7,012
112
$23.5M 0.27%
134,861
-30,244
113
$23.5M 0.27%
745,008
+18,453
114
$23.5M 0.27%
812,895
+27,272
115
$23M 0.27%
230,400
+4,324
116
$22.9M 0.27%
318,467
+129,498
117
$22.8M 0.27%
321,211
+90,902
118
$22.8M 0.26%
585,596
+80,812
119
$22.7M 0.26%
128,191
-360
120
$22.5M 0.26%
186,211
+5,404
121
$22.4M 0.26%
146,542
+1,791
122
$22M 0.26%
332,219
+131,019
123
$21.8M 0.25%
270,800
+7,132
124
$21.7M 0.25%
309,613
+6,755
125
$21.6M 0.25%
1,163,204
+21,167
3 4
5
6 7