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
$11.9B
AUM Growth
-$261M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$27.9M
3
+$25.8M
4
WSM icon
Williams-Sonoma
WSM
+$21.8M
5
SFM icon
Sprouts Farmers Market
SFM
+$21.6M

Top Sells

1
+$50.7M
2
+$48M
3
+$16M
4
STE icon
Steris
STE
+$14.4M
5
BR icon
Broadridge
BR
+$12.8M

Sector Composition

1 Technology 21.8%
2 Healthcare 16.07%
3 Financials 14.32%
4 Industrials 14.21%
5 Consumer Discretionary 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$25M 0.21%
575,832
+36,757
152
$23.8M 0.2%
784,227
+48,260
153
$23.8M 0.2%
224,243
-22,748
154
$23.6M 0.2%
139,926
+5,710
155
$22.4M 0.19%
229,671
+9,572
156
$22.4M 0.19%
588,550
+36,314
157
$20.8M 0.17%
424,218
+26,204
158
$20.6M 0.17%
312,110
-1,060
159
$20.4M 0.17%
297,045
+17,076
160
$20.3M 0.17%
277,309
-66,477
161
$20.3M 0.17%
67,120
-552
162
$19.8M 0.17%
75,293
-1,605
163
$19.7M 0.17%
94,721
+523
164
$19.7M 0.16%
368,241
-947,836
165
$19.2M 0.16%
543,040
-39,800
166
$19.1M 0.16%
149,279
+398
167
$18.9M 0.16%
164,086
+1,152
168
$18.7M 0.16%
203,885
-40,909
169
$18.3M 0.15%
91,472
+200
170
$18M 0.15%
+190,230
171
$17.7M 0.15%
226,432
-11,230
172
$17.6M 0.15%
417,096
+9,301
173
$17.2M 0.14%
241,740
-4,703
174
$17.2M 0.14%
199,502
+746
175
$16.4M 0.14%
44,144
-131
5 6
7
8 9