BTW

Boston Trust Walden Portfolio holdings

AUM $13.2B
1-Year Est. Return 11.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$14B
AUM Growth
+$333M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$25.1M
2
+$25M
3
+$23.3M
4
AYI icon
Acuity Brands
AYI
+$22.6M
5
ZBH icon
Zimmer Biomet
ZBH
+$20.8M

Top Sells

1
+$34.6M
2
+$33.8M
3
+$28.8M
4
ADI icon
Analog Devices
ADI
+$26M
5
TTC icon
Toro Company
TTC
+$24.7M

Sector Composition

1 Technology 24.83%
2 Financials 17.15%
3 Industrials 14.26%
4 Healthcare 12.8%
5 Consumer Discretionary 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$45.2M 0.32%
283,985
-14,063
127
$45.1M 0.32%
371,788
-60,068
128
$44.8M 0.32%
239,056
+17,316
129
$44M 0.31%
845,246
-21,626
130
$43.9M 0.31%
1,966,309
+349,439
131
$43.3M 0.31%
407,897
+229,885
132
$42.2M 0.3%
193,068
-44,763
133
$42M 0.3%
572,072
-12,728
134
$41.9M 0.3%
2,162,796
+516,872
135
$41.5M 0.3%
241,036
-104,146
136
$41.5M 0.3%
1,542,725
-35,885
137
$40.5M 0.29%
38,632
+8,744
138
$39.9M 0.28%
713,899
-19,848
139
$38.9M 0.28%
497,814
-13,005
140
$38.7M 0.28%
2,424,817
+164,186
141
$38.4M 0.27%
427,399
+22,635
142
$38.4M 0.27%
79,047
-150
143
$37.8M 0.27%
115,613
-2,281
144
$36.9M 0.26%
307,150
+21,915
145
$36.8M 0.26%
584,985
-13,749
146
$36.6M 0.26%
153,720
-124,701
147
$36.6M 0.26%
283,548
-3,055
148
$36.3M 0.26%
659,583
+55,345
149
$36.2M 0.26%
403,468
-124,136
150
$36.1M 0.26%
93,420
-9,798
4 5
6
7 8