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
$13.3B
AUM Growth
+$1.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$48.9M
2
+$33.4M
3
+$32.4M
4
ALLE icon
Allegion
ALLE
+$30.1M
5
FLO icon
Flowers Foods
FLO
+$27.9M

Top Sells

1
+$46.2M
2
+$45.1M
3
+$35.3M
4
SJM icon
J.M. Smucker
SJM
+$33.1M
5
BR icon
Broadridge
BR
+$32.6M

Sector Composition

1 Technology 22.31%
2 Healthcare 15.48%
3 Financials 15.01%
4 Industrials 14.49%
5 Consumer Discretionary 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$49.7M 0.37%
417,924
+19,867
102
$49.4M 0.37%
132,074
-123,515
103
$48.9M 0.37%
+236,381
104
$48.8M 0.37%
505,303
+6,662
105
$47M 0.35%
445,509
-4,392
106
$46.8M 0.35%
306,201
+218,403
107
$46.7M 0.35%
197,359
+6,462
108
$46.4M 0.35%
341,042
-6,386
109
$46.2M 0.35%
525,951
+16,278
110
$46.2M 0.35%
283,366
+2,615
111
$46.1M 0.35%
673,914
+20,879
112
$45.9M 0.35%
224,289
+4,694
113
$45.9M 0.35%
644,055
+3,135
114
$45.7M 0.34%
235,854
+2,722
115
$44.6M 0.34%
237,959
+12,604
116
$44.3M 0.33%
832,194
+8,395
117
$44M 0.33%
362,739
-937
118
$43.9M 0.33%
497,737
+3,366
119
$43.7M 0.33%
201,152
+106,431
120
$43.5M 0.33%
402,382
+4,500
121
$43.5M 0.33%
696,982
+238,489
122
$43.3M 0.33%
970,537
+3,385
123
$42.5M 0.32%
35,015
+3,427
124
$42M 0.32%
153,796
+586
125
$41.7M 0.31%
392,374
+3,259
3 4
5
6 7