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
$8.59B
AUM Growth
+$637M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$17.6M
3
+$16.5M
4
SJM icon
J.M. Smucker
SJM
+$13M
5
KFY icon
Korn Ferry
KFY
+$12.8M

Top Sells

1
+$21.3M
2
+$17.1M
3
+$15.9M
4
IFF icon
International Flavors & Fragrances
IFF
+$15.4M
5
AAPL icon
Apple
AAPL
+$12.7M

Sector Composition

1 Financials 18.08%
2 Technology 16.52%
3 Healthcare 14.61%
4 Industrials 13.96%
5 Consumer Discretionary 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$21.1M 0.25%
821,068
+16,612
127
$21M 0.24%
138,597
+2,798
128
$20.7M 0.24%
131,081
+4,767
129
$20.4M 0.24%
42,035
-975
130
$20.3M 0.24%
148,469
+4,499
131
$20.3M 0.24%
145,202
+3,914
132
$20M 0.23%
417,168
+9,010
133
$20M 0.23%
208,854
+42,268
134
$20M 0.23%
165,929
-10,399
135
$19.9M 0.23%
423,505
+10,976
136
$19.8M 0.23%
228,847
+6,913
137
$19.7M 0.23%
175,896
+3,797
138
$19.7M 0.23%
398,066
+6,746
139
$19.6M 0.23%
250,332
+4,700
140
$19.4M 0.23%
667,137
+104,133
141
$19.2M 0.22%
373,757
+8,968
142
$19.2M 0.22%
247,335
-573
143
$19M 0.22%
160,099
-2,896
144
$18.8M 0.22%
130,754
-148,187
145
$18.7M 0.22%
15,672
-681
146
$18.6M 0.22%
128,406
+3,597
147
$18.5M 0.22%
321,450
+78,497
148
$18.4M 0.21%
376,155
+6,719
149
$18.4M 0.21%
466,079
-29,246
150
$18M 0.21%
1,298,190
+24,770
4 5
6
7 8