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
$5.85B
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$18.5M
3
+$16.9M
4
FLO icon
Flowers Foods
FLO
+$13.6M
5
GMED icon
Globus Medical
GMED
+$12.8M

Top Sells

1
+$24.1M
2
+$17.4M
3
+$16.8M
4
WST icon
West Pharmaceutical
WST
+$15.6M
5
QCOM icon
Qualcomm
QCOM
+$15.3M

Sector Composition

1 Financials 16.72%
2 Healthcare 16.09%
3 Technology 14.06%
4 Industrials 13.11%
5 Consumer Discretionary 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$17.5M 0.3%
698,206
-93,180
127
$17.2M 0.29%
100,635
+23
128
$17M 0.29%
363,823
-72,427
129
$17M 0.29%
414,485
+17,930
130
$16.9M 0.29%
+371,800
131
$16.8M 0.29%
208,784
-169
132
$16.8M 0.29%
383,461
+30,509
133
$16.8M 0.29%
182,760
-51
134
$16.6M 0.28%
363,046
-3,221
135
$16.3M 0.28%
996,479
+516,739
136
$16.1M 0.27%
570,896
-3,452
137
$15.9M 0.27%
699,091
-15,963
138
$15.6M 0.27%
795,662
-6,414
139
$15.3M 0.26%
197,568
-278
140
$15.3M 0.26%
145,483
-885
141
$15.2M 0.26%
524,997
-5,591
142
$15.2M 0.26%
186,935
+310
143
$15.1M 0.26%
494,853
-6,605
144
$15.1M 0.26%
282,524
-8,450
145
$14.9M 0.25%
434,450
-2,582
146
$14.6M 0.25%
213,123
+67,714
147
$14.5M 0.25%
167,316
-2,126
148
$14.4M 0.25%
531,237
-34,050
149
$14.4M 0.25%
425,477
-4,669
150
$14.3M 0.24%
197,971
-2,167
4 5
6
7 8