BTW

Boston Trust Walden Portfolio holdings

AUM $13.2B
1-Year Est. Return 11.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.7B
AUM Growth
-$564M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$51.1M
2
+$48.3M
3
+$47.2M
4
AMZN icon
Amazon
AMZN
+$40.7M
5
PG icon
Procter & Gamble
PG
+$37.8M

Top Sells

1
+$51.3M
2
+$50.2M
3
+$31.8M
4
FLO icon
Flowers Foods
FLO
+$30M
5
MSFT icon
Microsoft
MSFT
+$29.1M

Sector Composition

1 Technology 22.64%
2 Financials 16.75%
3 Healthcare 14.64%
4 Industrials 13.63%
5 Consumer Discretionary 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$52.7M 0.38%
340,650
-28,882
102
$52.6M 0.38%
300,326
-4,938
103
$52.5M 0.38%
331,790
-101,548
104
$52.4M 0.38%
294,709
+4,201
105
$52.3M 0.38%
11,350
+129
106
$51.9M 0.38%
194,847
+27
107
$51.5M 0.38%
787,518
+10,264
108
$51.3M 0.37%
+2,848,303
109
$51.1M 0.37%
205,889
-5,781
110
$50M 0.37%
353,837
-13,318
111
$49.3M 0.36%
272,474
+40,460
112
$49.1M 0.36%
431,856
+11,216
113
$49.1M 0.36%
612,552
-392
114
$48.5M 0.35%
378,248
-6,036
115
$47.9M 0.35%
616,553
-1,550
116
$47.6M 0.35%
260,406
+40,859
117
$46.2M 0.34%
163,578
+168
118
$45.8M 0.33%
298,048
+8,517
119
$45.3M 0.33%
1,578,610
+267,537
120
$44.7M 0.33%
235,081
-4,229
121
$44.3M 0.32%
258,256
+93,411
122
$44.1M 0.32%
369,755
+9,932
123
$43.8M 0.32%
498,520
+436,805
124
$43.5M 0.32%
371,673
-13,459
125
$43.2M 0.32%
214,147
+106,197
3 4
5
6 7