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
$13.6B
AUM Growth
-$390M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$67.9M
2
+$58.2M
3
+$41.8M
4
SFM icon
Sprouts Farmers Market
SFM
+$40.8M
5
FTNT icon
Fortinet
FTNT
+$30.5M

Top Sells

1
+$56.5M
2
+$55.6M
3
+$51.5M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$46.8M
5
NTRS icon
Northern Trust
NTRS
+$44.5M

Sector Composition

1 Technology 25.47%
2 Financials 15.29%
3 Industrials 14.96%
4 Healthcare 12.66%
5 Consumer Discretionary 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TROW icon
176
T. Rowe Price
TROW
$22.3B
$20.7M 0.15%
202,027
-83,303
UTL icon
177
Unitil
UTL
$900M
$19.8M 0.15%
413,641
+39,511
TMO icon
178
Thermo Fisher Scientific
TMO
$222B
$19.4M 0.14%
40,100
+37,578
CVX icon
179
Chevron
CVX
$302B
$18.8M 0.14%
120,984
-2,201
PAYX icon
180
Paychex
PAYX
$40.2B
$18.6M 0.14%
146,768
-189
NFLX icon
181
Netflix
NFLX
$456B
$17.9M 0.13%
149,080
+4,500
CHD icon
182
Church & Dwight Co
CHD
$20.4B
$17.6M 0.13%
201,400
-220
MCD icon
183
McDonald's
MCD
$222B
$17M 0.12%
55,981
-7,821
INGR icon
184
Ingredion
INGR
$6.83B
$16.7M 0.12%
136,915
+134,943
LMT icon
185
Lockheed Martin
LMT
$106B
$16.6M 0.12%
33,342
-71
SBUX icon
186
Starbucks
SBUX
$99.1B
$15.4M 0.11%
181,702
-44,871
OII icon
187
Oceaneering
OII
$2.43B
$14.7M 0.11%
594,950
+68,825
AMAL icon
188
Amalgamated Financial
AMAL
$879M
$14.6M 0.11%
536,161
-7,883
TJX icon
189
TJX Companies
TJX
$169B
$14.2M 0.1%
98,012
+273
PNC icon
190
PNC Financial Services
PNC
$74.8B
$14.1M 0.1%
70,270
-13,457
HD icon
191
Home Depot
HD
$355B
$14M 0.1%
34,450
-7,926
ZTS icon
192
Zoetis
ZTS
$56.5B
$13.8M 0.1%
94,467
-1,001
HSY icon
193
Hershey
HSY
$38.1B
$13.8M 0.1%
73,728
-18,339
ORLY icon
194
O'Reilly Automotive
ORLY
$85.8B
$13.2M 0.1%
122,756
-484
CL icon
195
Colgate-Palmolive
CL
$64.8B
$13M 0.1%
162,684
-76,415
AME icon
196
Ametek
AME
$45.6B
$12.4M 0.09%
66,120
-445
EVR icon
197
Evercore
EVR
$12.4B
$12.1M 0.09%
35,729
-167,563
VWO icon
198
Vanguard FTSE Emerging Markets ETF
VWO
$104B
$11.7M 0.09%
215,454
-10,615
CNM icon
199
Core & Main
CNM
$9.22B
$11M 0.08%
203,539
+9,258
SLB icon
200
SLB Ltd
SLB
$54.1B
$10.6M 0.08%
309,484
-273,267
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8
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