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
$14B
AUM Growth
+$764M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$55.4M
2
+$55M
3
+$40.4M
4
KLAC icon
KLA
KLAC
+$40.3M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$39.3M

Top Sells

1
+$89.4M
2
+$66.3M
3
+$62.5M
4
WSM icon
Williams-Sonoma
WSM
+$32.9M
5
OMC icon
Omnicom Group
OMC
+$28.7M

Sector Composition

1 Technology 22.34%
2 Financials 15.19%
3 Healthcare 14.9%
4 Industrials 14.61%
5 Consumer Discretionary 10.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$54.7M 0.39%
435,583
-9,926
102
$54.6M 0.39%
690,724
-38,776
103
$54.5M 0.39%
448,650
-3,583
104
$53.8M 0.38%
270,413
+34,032
105
$53.4M 0.38%
281,459
-1,907
106
$52.9M 0.38%
216,670
+15,518
107
$52.9M 0.38%
568,995
-2,789
108
$52.8M 0.38%
194,939
-2,420
109
$52.3M 0.37%
229,509
-8,450
110
$52M 0.37%
495,079
-2,658
111
$51.6M 0.37%
265,175
+159,279
112
$51.5M 0.37%
227,837
-51
113
$51.2M 0.37%
527,240
-1,349
114
$50.2M 0.36%
809,346
+112,364
115
$49.9M 0.36%
366,134
+3,395
116
$49.5M 0.35%
666,972
-6,942
117
$48.4M 0.35%
642,577
-1,478
118
$48.1M 0.34%
626,086
+511,427
119
$47.8M 0.34%
528,661
+2,710
120
$47.3M 0.34%
419,312
+358,317
121
$46.7M 0.33%
390,821
-1,553
122
$46.3M 0.33%
153,470
-326
123
$46.2M 0.33%
1,835,093
-11,831
124
$46M 0.33%
34,552
-463
125
$45.3M 0.32%
234,828
-1,026
3 4
5
6 7