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
$13.7B
AUM Growth
-$564M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$54.1M
2
+$51.3M
3
+$38.4M
4
NTAP icon
NetApp
NTAP
+$38.4M
5
AMZN icon
Amazon
AMZN
+$35.6M

Top Sells

1
+$51.3M
2
+$47.8M
3
+$35.9M
4
FLO icon
Flowers Foods
FLO
+$29.9M
5
PKG icon
Packaging Corp of America
PKG
+$29.5M

Sector Composition

1 Technology 22.64%
2 Financials 16.75%
3 Healthcare 14.64%
4 Industrials 13.63%
5 Consumer Discretionary 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$43M 0.31%
2,260,631
-1,570,553
127
$42.7M 0.31%
140,021
-41
128
$42.2M 0.31%
79,197
-510
129
$42M 0.31%
285,235
+414
130
$41.5M 0.3%
146,630
+5,363
131
$41.1M 0.3%
134,804
+229
132
$41M 0.3%
826,332
+6,216
133
$41M 0.3%
273,220
-4,300
134
$40.9M 0.3%
34,610
+2,296
135
$40.8M 0.3%
455,040
-8,047
136
$40.4M 0.3%
735,757
+252,185
137
$39.6M 0.29%
103,218
-23,411
138
$38.7M 0.28%
906,727
+176
139
$38.4M 0.28%
604,238
-10,285
140
$38.2M 0.28%
513,134
-5,938
141
$37.5M 0.27%
598,734
-8,009
142
$37.5M 0.27%
291,835
-3,515
143
$37.1M 0.27%
733,747
-5,537
144
$37M 0.27%
510,819
-7,856
145
$36.9M 0.27%
221,740
-779
146
$36.4M 0.27%
286,603
+1,497
147
$36.3M 0.27%
1,616,870
-12,248
148
$36.1M 0.26%
294,842
+247
149
$35.2M 0.26%
1,215,624
+236,704
150
$34.1M 0.25%
489,907
+171
4 5
6
7 8