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
$11.9B
AUM Growth
-$261M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$27.9M
3
+$25.8M
4
WSM icon
Williams-Sonoma
WSM
+$21.8M
5
SFM icon
Sprouts Farmers Market
SFM
+$21.6M

Top Sells

1
+$50.7M
2
+$48M
3
+$16M
4
STE icon
Steris
STE
+$14.4M
5
BR icon
Broadridge
BR
+$12.8M

Sector Composition

1 Technology 21.8%
2 Healthcare 16.07%
3 Financials 14.32%
4 Industrials 14.21%
5 Consumer Discretionary 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$43.1M 0.36%
280,751
-8,904
102
$43.1M 0.36%
509,673
+2,439
103
$42.4M 0.36%
684,010
-44,531
104
$42.1M 0.35%
823,799
+48,373
105
$41.4M 0.35%
300,048
+18,183
106
$41.3M 0.35%
233,132
+13,655
107
$40.4M 0.34%
363,676
+22,583
108
$38.3M 0.32%
727,535
+3,302
109
$38.1M 0.32%
193,788
+749
110
$37.6M 0.31%
209,790
-71,358
111
$37.5M 0.31%
494,371
+3,228
112
$37.4M 0.31%
190,897
+869
113
$37.4M 0.31%
219,595
+12,327
114
$37.3M 0.31%
653,035
+67,539
115
$37.1M 0.31%
747,848
+46,580
116
$37M 0.31%
397,882
+109,536
117
$36.8M 0.31%
347,428
+5,189
118
$36.5M 0.31%
166,141
-65,705
119
$36.2M 0.3%
153,210
+559
120
$35.9M 0.3%
666,612
+5,661
121
$35.8M 0.3%
249,150
+14,984
122
$35.2M 0.3%
241,556
+929
123
$35.1M 0.29%
640,920
+39,112
124
$35M 0.29%
31,588
-210
125
$34.7M 0.29%
466,346
+2,762
3 4
5
6 7