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
$6.48B
AUM Growth
-$406M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$38.9M
2
+$34.2M
3
+$24.5M
4
FLO icon
Flowers Foods
FLO
+$24.1M
5
APAM icon
Artisan Partners
APAM
+$22.6M

Top Sells

1
+$41.3M
2
+$37.6M
3
+$31M
4
VIVO
Meridian Bioscience Inc
VIVO
+$25M
5
LTM
LIFE TIME FITNESS INC
LTM
+$24.9M

Sector Composition

1 Financials 17.16%
2 Technology 16.09%
3 Industrials 13.66%
4 Healthcare 11.16%
5 Consumer Discretionary 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$23.2M 0.36%
459,280
+7,245
127
$22.9M 0.35%
1,251,907
-364,205
128
$22.5M 0.35%
776,315
-19,125
129
$22M 0.34%
+318,173
130
$21.9M 0.34%
169,883
-3,375
131
$21.9M 0.34%
181,576
-433
132
$21.8M 0.34%
287,533
+17,210
133
$21.8M 0.34%
125,223
-48,481
134
$21.7M 0.33%
508,108
-88,328
135
$21.4M 0.33%
575,955
+41,975
136
$21.3M 0.33%
184,985
-9,765
137
$20.3M 0.31%
584,513
-14,872
138
$20.2M 0.31%
137,911
-3,025
139
$20.1M 0.31%
571,206
-13,899
140
$19.9M 0.31%
472,221
-5,088
141
$19M 0.29%
309,884
-168,604
142
$18.6M 0.29%
805,646
-20,830
143
$18.4M 0.28%
461,980
-29,389
144
$18.3M 0.28%
483,329
-12,791
145
$17.9M 0.28%
+344,094
146
$17.6M 0.27%
215,065
-120,883
147
$17.6M 0.27%
265,642
-204,071
148
$17.4M 0.27%
745,456
-32,732
149
$17.4M 0.27%
340,450
-7,424
150
$17.2M 0.27%
+386,697
4 5
6
7 8