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
$13.3B
AUM Growth
+$1.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$48.9M
2
+$33.4M
3
+$32.4M
4
ALLE icon
Allegion
ALLE
+$30.1M
5
FLO icon
Flowers Foods
FLO
+$27.9M

Top Sells

1
+$46.2M
2
+$45.1M
3
+$35.3M
4
SJM icon
J.M. Smucker
SJM
+$33.1M
5
BR icon
Broadridge
BR
+$32.6M

Sector Composition

1 Technology 22.31%
2 Healthcare 15.48%
3 Financials 15.01%
4 Industrials 14.49%
5 Consumer Discretionary 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$41.7M 0.31%
202,526
+1,834
127
$40.6M 0.31%
468,841
+2,495
128
$40.2M 0.3%
2,274,229
-3,545
129
$40M 0.3%
750,021
+2,173
130
$39.8M 0.3%
859,277
+97,979
131
$38.8M 0.29%
251,383
+2,233
132
$38.3M 0.29%
323,194
+12,413
133
$37.8M 0.29%
1,157,358
+38,925
134
$37.4M 0.28%
204,545
+1,471
135
$35.7M 0.27%
1,101,367
+387,125
136
$35.6M 0.27%
538,984
-262
137
$35.6M 0.27%
242,677
+1,121
138
$34.1M 0.26%
518,119
+93,901
139
$33.8M 0.25%
780,747
-45,224
140
$32.4M 0.24%
+1,455,308
141
$32.3M 0.24%
197,718
+2,231
142
$31.6M 0.24%
366,796
+3,549
143
$30.5M 0.23%
85,413
-896
144
$30.3M 0.23%
316,031
+2,637
145
$30.1M 0.23%
+237,196
146
$29.4M 0.22%
126,001
+1,319
147
$28.2M 0.21%
584,234
-4,316
148
$27.8M 0.21%
237,067
+7,396
149
$26.9M 0.2%
259,738
-2,678
150
$26.5M 0.2%
265,348
-2,146
4 5
6
7 8