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
$6.54B
AUM Growth
+$342M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$34.7M
2
+$25.9M
3
+$25.4M
4
TNC icon
Tennant Co
TNC
+$24.4M
5
TRMK icon
Trustmark
TRMK
+$23.3M

Top Sells

1
+$56.6M
2
+$53.5M
3
+$27.8M
4
SNBR icon
Sleep Number
SNBR
+$16.5M
5
DVN icon
Devon Energy
DVN
+$15.9M

Sector Composition

1 Financials 16.34%
2 Industrials 14.19%
3 Technology 14.14%
4 Healthcare 12.1%
5 Consumer Discretionary 11.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$24.8M 0.38%
280,800
+1,440
127
$24.4M 0.37%
+393,443
128
$24.3M 0.37%
298,513
+755
129
$24.1M 0.37%
1,262,654
-20,979
130
$23.3M 0.36%
+909,485
131
$23.3M 0.36%
700,443
-7,126
132
$22.5M 0.34%
602,705
-7,828
133
$22.3M 0.34%
596,806
-9,079
134
$22.1M 0.34%
184,094
+3,688
135
$22M 0.34%
369,465
-169,739
136
$21.6M 0.33%
+591,400
137
$20.9M 0.32%
211,946
-6,811
138
$20.3M 0.31%
245,045
-9,075
139
$20.1M 0.31%
594,330
-114,515
140
$19.3M 0.3%
1,270,888
-19,860
141
$19.2M 0.29%
539,103
-10,080
142
$19.2M 0.29%
182,994
-193
143
$19M 0.29%
595,725
-434,709
144
$18.8M 0.29%
1,364,203
+525,211
145
$17.9M 0.27%
781,350
-53,825
146
$17.8M 0.27%
1,536,210
+486,810
147
$17.5M 0.27%
370,091
-59,609
148
$17.5M 0.27%
464,403
-366,380
149
$17.3M 0.27%
189,307
-158,461
150
$17.3M 0.26%
254,625
+32,550
4 5
6
7 8