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
$6.48B
AUM Growth
-$406M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$38.9M
2
+$34.2M
3
+$24.5M
4
FLO icon
Flowers Foods
FLO
+$24.1M
5
APAM icon
Artisan Partners
APAM
+$22.6M

Top Sells

1
+$41.3M
2
+$37.6M
3
+$31M
4
VIVO
Meridian Bioscience Inc
VIVO
+$25M
5
LTM
LIFE TIME FITNESS INC
LTM
+$24.9M

Sector Composition

1 Financials 17.16%
2 Technology 16.09%
3 Industrials 13.66%
4 Healthcare 11.16%
5 Consumer Discretionary 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$17.2M 0.27%
1,179,882
-43,714
152
$17.2M 0.27%
1,145,243
+22,474
153
$16.9M 0.26%
215,225
-34,925
154
$16.2M 0.25%
471,766
-21,937
155
$16M 0.25%
446,735
-15,477
156
$15.1M 0.23%
+793,460
157
$14.8M 0.23%
450,494
-13,775
158
$14.6M 0.23%
+398,214
159
$14.4M 0.22%
+404,412
160
$13.9M 0.21%
112,848
-3,705
161
$13.4M 0.21%
116,785
-4,675
162
$13.1M 0.2%
439,792
-14,486
163
$13.1M 0.2%
148,854
+31,373
164
$12.5M 0.19%
153,936
-1,942
165
$12.4M 0.19%
68,300
-171,030
166
$12.2M 0.19%
293,902
+264,995
167
$11.7M 0.18%
368,602
-10,572
168
$11.3M 0.17%
165,450
-1,525
169
$11.2M 0.17%
232,393
-21,544
170
$11M 0.17%
111,630
+15,660
171
$10.9M 0.17%
527,860
+10,608
172
$10.7M 0.16%
84,426
-8,198
173
$10.6M 0.16%
280,570
+40,885
174
$10.6M 0.16%
150,245
-10,150
175
$10.5M 0.16%
312,884
-4,850
5 6
7
8 9