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
$14B
AUM Growth
+$764M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$55.4M
2
+$55M
3
+$40.4M
4
KLAC icon
KLA
KLAC
+$40.3M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$39.3M

Top Sells

1
+$89.4M
2
+$66.3M
3
+$62.5M
4
WSM icon
Williams-Sonoma
WSM
+$32.9M
5
OMC icon
Omnicom Group
OMC
+$28.7M

Sector Composition

1 Technology 22.34%
2 Financials 15.19%
3 Healthcare 14.9%
4 Industrials 14.61%
5 Consumer Discretionary 10.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$42.8M 0.31%
263,572
+20,895
127
$42.6M 0.3%
827,466
-4,728
128
$40.4M 0.29%
249,875
-1,508
129
$40.3M 0.29%
+57,695
130
$40.2M 0.29%
748,738
-1,283
131
$38.9M 0.28%
861,195
+1,918
132
$38M 0.27%
400,884
-1,498
133
$37.6M 0.27%
1,152,121
-5,237
134
$37.4M 0.27%
540,602
+1,618
135
$36.6M 0.26%
341,090
+75,742
136
$36M 0.26%
113,159
-89,367
137
$35.9M 0.26%
206,558
+8,840
138
$35.4M 0.25%
990,552
-110,815
139
$35.4M 0.25%
+136,867
140
$34.6M 0.25%
9,545
+2,542
141
$34.4M 0.25%
81,833
-3,580
142
$33M 0.24%
635,244
+117,125
143
$31.7M 0.23%
74,833
-33,424
144
$31.3M 0.22%
1,447,196
-8,112
145
$30.7M 0.22%
196,987
-144,055
146
$30.6M 0.22%
365,616
-1,180
147
$30.4M 0.22%
255,888
+31,171
148
$28.9M 0.21%
126,787
+786
149
$28.9M 0.21%
315,682
-349
150
$28.8M 0.21%
364,587
-6,255
4 5
6
7 8