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
$13.7B
AUM Growth
-$564M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$54.1M
2
+$51.3M
3
+$38.4M
4
NTAP icon
NetApp
NTAP
+$38.4M
5
AMZN icon
Amazon
AMZN
+$35.6M

Top Sells

1
+$51.3M
2
+$47.8M
3
+$35.9M
4
FLO icon
Flowers Foods
FLO
+$29.9M
5
PKG icon
Packaging Corp of America
PKG
+$29.5M

Sector Composition

1 Technology 22.64%
2 Financials 16.75%
3 Healthcare 14.64%
4 Industrials 13.63%
5 Consumer Discretionary 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$34M 0.25%
535,992
-18,524
152
$33.8M 0.25%
49,686
+1,119
153
$33.6M 0.25%
117,894
-2,964
154
$33.4M 0.24%
404,764
-3,413
155
$33.3M 0.24%
762,656
-11,101
156
$32.8M 0.24%
164,029
-35,008
157
$32.3M 0.24%
1,245,385
-11,294
158
$30.9M 0.23%
205,402
+919
159
$30.1M 0.22%
216,665
-100,581
160
$28.7M 0.21%
666,252
-10,841
161
$28.4M 0.21%
309,571
-81,355
162
$28.3M 0.21%
29,888
+2,786
163
$26.9M 0.2%
+1,645,924
164
$26.6M 0.19%
262,931
-5,019
165
$26.5M 0.19%
328,987
+828
166
$24.6M 0.18%
411,510
-7,058
167
$24.2M 0.18%
1,365,291
-2,085
168
$23.8M 0.17%
242,931
-67,132
169
$23M 0.17%
149,236
-16,522
170
$22.1M 0.16%
383,285
-4,160
171
$22.1M 0.16%
+178,012
172
$21.8M 0.16%
836,173
-487,446
173
$21.7M 0.16%
129,505
-3,908
174
$21.4M 0.16%
228,138
+29,320
175
$21.1M 0.15%
123,187
-152,947
5 6
7
8 9