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
$6.42B
AUM Growth
+$73.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$23.9M
2
+$16M
3
+$14.9M
4
SBUX icon
Starbucks
SBUX
+$10.3M
5
ATR icon
AptarGroup
ATR
+$8.81M

Top Sells

1
+$22.1M
2
+$15.5M
3
+$14.3M
4
CLC
Clarcor
CLC
+$13.1M
5
WEX icon
WEX
WEX
+$12.8M

Sector Composition

1 Financials 18.4%
2 Healthcare 14.75%
3 Technology 14.75%
4 Industrials 13.71%
5 Consumer Discretionary 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$13.5M 0.21%
197,299
-3,000
152
$13.4M 0.21%
102,162
-11,746
153
$13.4M 0.21%
311,694
-28,182
154
$13.4M 0.21%
274,924
+1,450
155
$13.4M 0.21%
171,495
-2,051
156
$13.3M 0.21%
222,551
-26,211
157
$13.3M 0.21%
222,887
-3,770
158
$13M 0.2%
411,374
-42,446
159
$12.9M 0.2%
935,590
-93,363
160
$12.5M 0.2%
492,564
-52,968
161
$12.5M 0.19%
242,385
+13,441
162
$12.4M 0.19%
85,566
-9,025
163
$12.3M 0.19%
388,122
-43,202
164
$12.1M 0.19%
689,383
-68,471
165
$12.1M 0.19%
294,410
-32,059
166
$11.8M 0.18%
83,110
-1,037
167
$11.7M 0.18%
88,576
+15,663
168
$11.3M 0.18%
180,170
-16,245
169
$11.2M 0.17%
15,462
+1,002
170
$11.1M 0.17%
318,845
-34,417
171
$10.9M 0.17%
73,244
-448
172
$10.9M 0.17%
134,887
-13,137
173
$10.7M 0.17%
208,026
+1,814
174
$10.3M 0.16%
22,029
-1,637
175
$10M 0.16%
105,104
+3,198
5 6
7
8 9