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
$13.3B
AUM Growth
+$1.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$48.9M
2
+$33.4M
3
+$32.4M
4
ALLE icon
Allegion
ALLE
+$30.1M
5
FLO icon
Flowers Foods
FLO
+$27.9M

Top Sells

1
+$46.2M
2
+$45.1M
3
+$35.3M
4
SJM icon
J.M. Smucker
SJM
+$33.1M
5
BR icon
Broadridge
BR
+$32.6M

Sector Composition

1 Technology 22.31%
2 Healthcare 15.48%
3 Financials 15.01%
4 Industrials 14.49%
5 Consumer Discretionary 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$26M 0.2%
224,717
+474
152
$25.2M 0.19%
230,114
-255
153
$24.8M 0.19%
+7,003
154
$24.8M 0.19%
370,842
+2,601
155
$24.7M 0.19%
281,271
+3,962
156
$24.1M 0.18%
439,272
+22,176
157
$23.6M 0.18%
671,224
-273,439
158
$23.3M 0.18%
67,219
+99
159
$23M 0.17%
106,872
-49,509
160
$23M 0.17%
314,273
+2,163
161
$22.1M 0.17%
339,586
+16,823
162
$21.6M 0.16%
72,988
-2,305
163
$21.2M 0.16%
142,326
+2,400
164
$21.1M 0.16%
401,233
+19,855
165
$20M 0.15%
167,541
+3,455
166
$19.7M 0.15%
105,896
+14,424
167
$19.6M 0.15%
207,365
+3,480
168
$19M 0.14%
191,618
+1,388
169
$18.9M 0.14%
552,100
+9,060
170
$18.8M 0.14%
299,755
+2,710
171
$18.8M 0.14%
235,370
-6,370
172
$17.7M 0.13%
114,577
-7,872
173
$17.3M 0.13%
87,462
+413
174
$16.4M 0.12%
119,646
-2,922
175
$15.5M 0.12%
43,910
-234
5 6
7
8 9