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
$6.54B
AUM Growth
+$342M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$34.7M
2
+$25.9M
3
+$25.4M
4
TNC icon
Tennant Co
TNC
+$24.4M
5
TRMK icon
Trustmark
TRMK
+$23.3M

Top Sells

1
+$56.6M
2
+$53.5M
3
+$27.8M
4
SNBR icon
Sleep Number
SNBR
+$16.5M
5
DVN icon
Devon Energy
DVN
+$15.9M

Sector Composition

1 Financials 16.34%
2 Industrials 14.19%
3 Technology 14.14%
4 Healthcare 12.1%
5 Consumer Discretionary 11.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$17.3M 0.26%
+481,564
152
$17M 0.26%
196,651
-655,742
153
$16.6M 0.25%
375,720
-15,405
154
$16.4M 0.25%
+699,316
155
$16.4M 0.25%
553,540
-237,645
156
$16.2M 0.25%
722,055
-19,542
157
$16M 0.24%
869,483
+1,268
158
$15.3M 0.23%
622,071
-3,045
159
$15.3M 0.23%
469,247
-133,094
160
$15.2M 0.23%
173,624
+1,282
161
$15.1M 0.23%
217,050
-767,784
162
$14.3M 0.22%
128,128
-410
163
$14M 0.21%
548,029
+34,018
164
$13.9M 0.21%
476,261
-9,349
165
$13.5M 0.21%
501,878
-13,475
166
$13.2M 0.2%
218,716
-117,974
167
$13M 0.2%
782,122
-53,279
168
$12.8M 0.2%
396,596
-19,240
169
$12.7M 0.19%
+519,039
170
$12.4M 0.19%
236,262
+24,980
171
$11.8M 0.18%
119,210
-300
172
$10.8M 0.16%
98,695
+1,771
173
$10.6M 0.16%
161,535
-1,779
174
$10.2M 0.16%
189,917
-1,250
175
$10.2M 0.16%
138,289
+864
5 6
7
8 9