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
$5.85B
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$18.5M
3
+$16.9M
4
FLO icon
Flowers Foods
FLO
+$13.6M
5
GMED icon
Globus Medical
GMED
+$12.8M

Top Sells

1
+$24.1M
2
+$17.4M
3
+$16.8M
4
WST icon
West Pharmaceutical
WST
+$15.6M
5
QCOM icon
Qualcomm
QCOM
+$15.3M

Sector Composition

1 Financials 16.72%
2 Healthcare 16.09%
3 Technology 14.06%
4 Industrials 13.11%
5 Consumer Discretionary 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$14.3M 0.24%
476,867
-3,329
152
$13.9M 0.24%
1,056,214
-14,351
153
$13.8M 0.24%
358,054
-95,818
154
$13.7M 0.23%
805,811
-7,455
155
$13.7M 0.23%
292,263
-3,852
156
$13.6M 0.23%
171,796
+352
157
$13.4M 0.23%
482,638
-7,638
158
$13.1M 0.22%
328,541
-4,678
159
$13.1M 0.22%
228,612
+16,983
160
$12.8M 0.22%
+538,639
161
$12.5M 0.21%
592,487
-3,578
162
$12.5M 0.21%
259,914
-2,434
163
$12.3M 0.21%
+53,842
164
$12.1M 0.21%
217,409
+2,880
165
$11.5M 0.2%
204,155
-2,842
166
$11.4M 0.19%
1,824,838
-15,606
167
$11.2M 0.19%
451,146
-3,858
168
$11.1M 0.19%
354,321
-1,847
169
$10.8M 0.18%
25,223
-158
170
$10.6M 0.18%
159,330
-1,200
171
$10.2M 0.17%
306,450
-300
172
$10M 0.17%
154,425
-797
173
$9.41M 0.16%
11,856
+4,757
174
$9.29M 0.16%
645,078
+189,861
175
$9.27M 0.16%
380,739
+7,488
5 6
7
8 9