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
$8.59B
AUM Growth
+$637M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$17.6M
3
+$16.5M
4
SJM icon
J.M. Smucker
SJM
+$13M
5
KFY icon
Korn Ferry
KFY
+$12.8M

Top Sells

1
+$21.3M
2
+$17.1M
3
+$15.9M
4
IFF icon
International Flavors & Fragrances
IFF
+$15.4M
5
AAPL icon
Apple
AAPL
+$12.7M

Sector Composition

1 Financials 18.08%
2 Technology 16.52%
3 Healthcare 14.61%
4 Industrials 13.96%
5 Consumer Discretionary 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$17.9M 0.21%
344,788
-184,616
152
$17.7M 0.21%
198,077
+6,248
153
$17.5M 0.2%
358,556
+28,746
154
$17.4M 0.2%
317,505
+5,538
155
$17.2M 0.2%
318,557
+4,686
156
$17.1M 0.2%
154,437
+91,767
157
$16.8M 0.2%
655,629
+9,905
158
$16.8M 0.2%
149,934
+3,955
159
$16.4M 0.19%
612,183
-273,223
160
$16.1M 0.19%
425,660
+2,551
161
$16.1M 0.19%
210,728
-55,148
162
$16M 0.19%
106,940
+2,863
163
$15.8M 0.18%
144,494
+2,823
164
$15.7M 0.18%
62,459
+2,550
165
$15.6M 0.18%
332,494
+98
166
$15.4M 0.18%
323,575
+31,068
167
$15.4M 0.18%
177,650
+3,383
168
$15.2M 0.18%
165,590
+2,994
169
$15.1M 0.18%
155,416
+5,816
170
$15M 0.17%
608,766
+1,671
171
$15M 0.17%
87,113
+2,776
172
$14.8M 0.17%
204,684
-59,064
173
$14.7M 0.17%
87,372
-225
174
$14.7M 0.17%
597,989
-6,028
175
$14.6M 0.17%
633,015
+140,607
5 6
7
8 9