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
$6.54B
AUM Growth
+$342M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$34.7M
2
+$25.9M
3
+$25.4M
4
TNC icon
Tennant Co
TNC
+$24.4M
5
TRMK icon
Trustmark
TRMK
+$23.3M

Top Sells

1
+$56.6M
2
+$53.5M
3
+$27.8M
4
SNBR icon
Sleep Number
SNBR
+$16.5M
5
DVN icon
Devon Energy
DVN
+$15.9M

Sector Composition

1 Financials 16.34%
2 Industrials 14.19%
3 Technology 14.14%
4 Healthcare 12.1%
5 Consumer Discretionary 11.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$10M 0.15%
159,431
+1,396
177
$10M 0.15%
433,035
-8,199
178
$8.34M 0.13%
353,710
+7,800
179
$8.24M 0.13%
95,298
+10,772
180
$8.04M 0.12%
113,916
+339
181
$7.7M 0.12%
141,625
-460
182
$7.5M 0.11%
8,959
-3,658
183
$7.33M 0.11%
89,119
+2,089
184
$6.82M 0.1%
77,606
+313
185
$6.68M 0.1%
166,532
-1,935
186
$6.65M 0.1%
357,916
+7,524
187
$6.62M 0.1%
114,625
-275,468
188
$6.54M 0.1%
211,551
+1,973
189
$6.47M 0.1%
102,130
+3,201
190
$6.38M 0.1%
127,190
-53,206
191
$6.06M 0.09%
131,597
+1,068
192
$5.86M 0.09%
134,846
-2,268
193
$5.63M 0.09%
72,430
+64,196
194
$5.51M 0.08%
141,942
+1,999
195
$5.3M 0.08%
57,003
-56,334
196
$5.26M 0.08%
99,578
+850
197
$4.75M 0.07%
84,500
+73,575
198
$4.7M 0.07%
98,045
-2,150
199
$4.64M 0.07%
154,450
+14,350
200
$4.27M 0.07%
75,496
+22,725
6 7
8
9 10