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
$14B
AUM Growth
+$764M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$55.4M
2
+$55M
3
+$40.4M
4
KLAC icon
KLA
KLAC
+$40.3M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$39.3M

Top Sells

1
+$89.4M
2
+$66.3M
3
+$62.5M
4
WSM icon
Williams-Sonoma
WSM
+$32.9M
5
OMC icon
Omnicom Group
OMC
+$28.7M

Sector Composition

1 Technology 22.34%
2 Financials 15.19%
3 Healthcare 14.9%
4 Industrials 14.61%
5 Consumer Discretionary 10.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$27.3M 0.19%
277,220
+85,602
152
$27.1M 0.19%
591,452
+7,218
153
$26.8M 0.19%
707,759
-262,778
154
$26.5M 0.19%
106,017
-855
155
$25.9M 0.18%
238,168
-85,026
156
$25.8M 0.18%
235,778
-1,289
157
$25.1M 0.18%
+1,025,501
158
$25M 0.18%
65,079
-2,140
159
$24.8M 0.18%
671,179
-45
160
$24.7M 0.18%
+1,315,911
161
$24.3M 0.17%
139,829
-64,716
162
$24.1M 0.17%
229,798
-316
163
$22.9M 0.16%
282,528
-31,745
164
$22.9M 0.16%
436,677
-2,595
165
$22.4M 0.16%
337,914
-1,672
166
$22.3M 0.16%
280,947
-324
167
$22M 0.16%
139,174
-3,152
168
$21.6M 0.15%
207,192
-173
169
$20.9M 0.15%
399,258
-1,975
170
$20.6M 0.15%
229,017
-6,353
171
$20.4M 0.15%
72,344
-644
172
$20.3M 0.14%
165,452
-2,089
173
$16.7M 0.12%
248,375
-1,935
174
$16.7M 0.12%
+155,844
175
$16.7M 0.12%
172,278
-296,563
5 6
7
8 9