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
$11.9B
AUM Growth
-$261M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$27.9M
3
+$25.8M
4
WSM icon
Williams-Sonoma
WSM
+$21.8M
5
SFM icon
Sprouts Farmers Market
SFM
+$21.6M

Top Sells

1
+$50.7M
2
+$48M
3
+$16M
4
STE icon
Steris
STE
+$14.4M
5
BR icon
Broadridge
BR
+$12.8M

Sector Composition

1 Technology 21.8%
2 Healthcare 16.07%
3 Financials 14.32%
4 Industrials 14.21%
5 Consumer Discretionary 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$34.2M 0.29%
200,692
+12,149
127
$34.1M 0.29%
206,670
+11,377
128
$33.6M 0.28%
225,355
+1,251
129
$33.6M 0.28%
967,152
+58,727
130
$33.3M 0.28%
271,147
+2,275
131
$33.1M 0.28%
310,781
+876
132
$33.1M 0.28%
203,074
+11,490
133
$32.5M 0.27%
389,115
+2,059
134
$32.1M 0.27%
1,118,433
+5,843
135
$31.8M 0.27%
267,494
+15,712
136
$31.5M 0.26%
539,246
+30,674
137
$31M 0.26%
135,695
-9,445
138
$30.9M 0.26%
156,381
+597
139
$30.3M 0.25%
944,663
+56,690
140
$30.2M 0.25%
86,309
-306
141
$29.9M 0.25%
124,682
+31,962
142
$29.5M 0.25%
195,487
+1,242
143
$29M 0.24%
761,298
+57,347
144
$28.8M 0.24%
363,247
+1,959
145
$27.9M 0.23%
+714,242
146
$27.3M 0.23%
825,971
-60,478
147
$26.8M 0.23%
262,416
-1,457
148
$26M 0.22%
313,394
+1,827
149
$25.8M 0.22%
+458,493
150
$25.5M 0.21%
230,369
+1,783
4 5
6
7 8