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
$12.2B
AUM Growth
+$607M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$45.6M
2
+$35.7M
3
+$35.2M
4
SFM icon
Sprouts Farmers Market
SFM
+$35.1M
5
NTRS icon
Northern Trust
NTRS
+$29.7M

Top Sells

1
+$22.2M
2
+$20.4M
3
+$18.1M
4
LECO icon
Lincoln Electric
LECO
+$17.8M
5
MSFT icon
Microsoft
MSFT
+$17.6M

Sector Composition

1 Technology 21.92%
2 Healthcare 16.83%
3 Industrials 15.22%
4 Financials 13.45%
5 Consumer Discretionary 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$26.2M 0.21%
220,099
+6,378
152
$25.9M 0.21%
887,973
+29,430
153
$25.9M 0.21%
343,786
+23,102
154
$25.7M 0.21%
263,873
-608
155
$24.5M 0.2%
244,794
-23,700
156
$23.8M 0.2%
539,075
+16,792
157
$23.8M 0.2%
735,967
-217,825
158
$23.2M 0.19%
313,170
+5,925
159
$22.9M 0.19%
76,898
-1,558
160
$22.8M 0.19%
91,272
-11,096
161
$22M 0.18%
148,881
+9,379
162
$21.1M 0.17%
134,216
-22,167
163
$21M 0.17%
67,672
-1,962
164
$20.9M 0.17%
237,662
-6,868
165
$20.3M 0.17%
94,198
+6,193
166
$20.2M 0.17%
457,197
+23,675
167
$19M 0.16%
246,443
-4,515
168
$18.9M 0.15%
372,453
+11,144
169
$18.8M 0.15%
198,756
-50,185
170
$18.5M 0.15%
32,786
+973
171
$18.4M 0.15%
582,840
+6,160
172
$18.2M 0.15%
162,934
+8,055
173
$17.7M 0.15%
398,014
+11,603
174
$17.1M 0.14%
407,795
+12,172
175
$16.1M 0.13%
124,320
-58,835
5 6
7
8 9