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
$14B
AUM Growth
+$333M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$25.1M
2
+$25M
3
+$23.3M
4
AYI icon
Acuity Brands
AYI
+$22.6M
5
ZBH icon
Zimmer Biomet
ZBH
+$20.8M

Top Sells

1
+$34.6M
2
+$33.8M
3
+$28.8M
4
ADI icon
Analog Devices
ADI
+$26M
5
TTC icon
Toro Company
TTC
+$24.7M

Sector Composition

1 Technology 24.83%
2 Financials 17.15%
3 Industrials 14.26%
4 Healthcare 12.8%
5 Consumer Discretionary 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$54.4M 0.39%
1,140,901
+65,290
102
$54.1M 0.39%
308,463
+13,754
103
$54M 0.39%
1,234,750
-372,198
104
$53.9M 0.38%
822,774
+35,256
105
$53.7M 0.38%
60,004
+10,318
106
$53.5M 0.38%
173,652
+10,074
107
$53.1M 0.38%
294,468
+36,212
108
$51.2M 0.37%
602,027
-14,526
109
$50.9M 0.36%
504,416
-42,765
110
$50.7M 0.36%
640,733
+37,557
111
$50.7M 0.36%
622,373
+9,821
112
$50M 0.36%
369,413
-8,835
113
$49.8M 0.36%
276,662
+16,256
114
$49.4M 0.35%
1,162,643
+255,916
115
$49.3M 0.35%
500,848
-12,286
116
$49.3M 0.35%
41,937
+7,327
117
$49.1M 0.35%
318,407
-22,243
118
$48.6M 0.35%
196,612
-9,277
119
$48.3M 0.34%
149,335
+9,314
120
$48.2M 0.34%
1,349,467
-317,641
121
$47.5M 0.34%
864,851
+129,094
122
$47.4M 0.34%
151,074
+16,270
123
$46.8M 0.33%
385,710
+15,955
124
$46M 0.33%
746,913
-15,743
125
$45.9M 0.33%
330,218
+56,998
3 4
5
6 7