BTW

Boston Trust Walden Portfolio holdings

AUM $13.2B
1-Year Est. Return 11.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$14B
AUM Growth
+$333M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$25.1M
2
+$25M
3
+$23.3M
4
AYI icon
Acuity Brands
AYI
+$22.6M
5
ZBH icon
Zimmer Biomet
ZBH
+$20.8M

Top Sells

1
+$34.6M
2
+$33.8M
3
+$28.8M
4
ADI icon
Analog Devices
ADI
+$26M
5
TTC icon
Toro Company
TTC
+$24.7M

Sector Composition

1 Technology 24.83%
2 Financials 17.15%
3 Industrials 14.26%
4 Healthcare 12.8%
5 Consumer Discretionary 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$35.8M 0.26%
317,477
+22,635
152
$34.3M 0.25%
285,690
-6,145
153
$34.2M 0.24%
225,191
+19,789
154
$33.8M 0.24%
525,265
+35,358
155
$33M 0.24%
138,996
-7,634
156
$32.9M 0.23%
278,492
-93,181
157
$32.4M 0.23%
456,691
-79,301
158
$30.5M 0.22%
431,084
-348,335
159
$29.7M 0.21%
651,441
-14,811
160
$29.3M 0.21%
172,769
-172,605
161
$28.2M 0.2%
353,555
+24,568
162
$27.5M 0.2%
285,330
-24,241
163
$27.1M 0.19%
257,463
-5,468
164
$27M 0.19%
1,176,453
-39,171
165
$25.4M 0.18%
1,205,268
-40,117
166
$25.3M 0.18%
44,568
+6,069
167
$24.9M 0.18%
401,900
-9,610
168
$21.7M 0.16%
239,099
+10,961
169
$21.7M 0.15%
277,091
-2,811
170
$21.4M 0.15%
146,957
-2,279
171
$20.9M 0.15%
148,233
+145,810
172
$20.8M 0.15%
226,573
-16,358
173
$19.7M 0.14%
582,751
+187,490
174
$19.5M 0.14%
374,130
-9,155
175
$19.4M 0.14%
201,620
+14,523
5 6
7
8 9