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
$12.2B
AUM Growth
+$607M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$45.6M
2
+$35.7M
3
+$35.2M
4
SFM icon
Sprouts Farmers Market
SFM
+$35.1M
5
NTRS icon
Northern Trust
NTRS
+$29.7M

Top Sells

1
+$22.2M
2
+$20.4M
3
+$18.1M
4
LECO icon
Lincoln Electric
LECO
+$17.8M
5
MSFT icon
Microsoft
MSFT
+$17.6M

Sector Composition

1 Technology 21.92%
2 Healthcare 16.83%
3 Industrials 15.22%
4 Financials 13.45%
5 Consumer Discretionary 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$44.4M 0.36%
1,996,357
+77,178
102
$44.4M 0.36%
728,541
-7,890
103
$44.1M 0.36%
463,584
-190,635
104
$44M 0.36%
301,131
+18,595
105
$42.9M 0.35%
1,112,590
+72,636
106
$42.5M 0.35%
473,850
+29,371
107
$42.3M 0.35%
219,477
-37,954
108
$41.8M 0.34%
701,268
+20,751
109
$41.7M 0.34%
31,798
+145
110
$40.9M 0.34%
775,426
+22,349
111
$40.6M 0.33%
281,114
+2,085
112
$40.1M 0.33%
420,736
+12,786
113
$40M 0.33%
190,028
+15,746
114
$39.7M 0.33%
268,872
+18,250
115
$39.3M 0.32%
195,293
-23,563
116
$39M 0.32%
224,104
+4,625
117
$38.6M 0.32%
341,093
+120,400
118
$38.4M 0.32%
387,056
+22,797
119
$38.3M 0.31%
289,655
+5,669
120
$38.2M 0.31%
724,233
-192,732
121
$37.8M 0.31%
585,496
+52,541
122
$37.5M 0.31%
491,143
+27,573
123
$36.5M 0.3%
240,627
+2,010
124
$36.2M 0.3%
508,572
+15,611
125
$35.6M 0.29%
145,140
+1,125
3 4
5
6 7