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
$6.48B
AUM Growth
-$406M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$38.9M
2
+$34.2M
3
+$24.5M
4
FLO icon
Flowers Foods
FLO
+$24.1M
5
APAM icon
Artisan Partners
APAM
+$22.6M

Top Sells

1
+$41.3M
2
+$37.6M
3
+$31M
4
VIVO
Meridian Bioscience Inc
VIVO
+$25M
5
LTM
LIFE TIME FITNESS INC
LTM
+$24.9M

Sector Composition

1 Financials 17.16%
2 Technology 16.09%
3 Industrials 13.66%
4 Healthcare 11.16%
5 Consumer Discretionary 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$10.4M 0.16%
465,536
+1,535
177
$10.3M 0.16%
134,503
-644
178
$10.2M 0.16%
152,673
-314
179
$10.1M 0.16%
419,626
-14,069
180
$10M 0.15%
616,067
-20,712
181
$9.87M 0.15%
164,219
+18,175
182
$9.74M 0.15%
279,739
-10,142
183
$9.69M 0.15%
673,233
-25,344
184
$9.48M 0.15%
681,994
-33,164
185
$9.29M 0.14%
96,925
-914
186
$8.62M 0.13%
253,467
-5,137
187
$8.37M 0.13%
189,842
+42,395
188
$7.77M 0.12%
684,768
-9,831
189
$7.51M 0.12%
207,644
-2,517
190
$7.38M 0.11%
96,973
+12,120
191
$7.37M 0.11%
189,228
+43,248
192
$7.1M 0.11%
63,340
-702
193
$6.99M 0.11%
199,150
-1,500
194
$6.82M 0.11%
56,147
+31
195
$6.78M 0.1%
60,440
-768
196
$6.65M 0.1%
+413,546
197
$6.49M 0.1%
104,031
-1,114
198
$5.92M 0.09%
49,901
-503
199
$5.88M 0.09%
84,850
-2,125
200
$5.86M 0.09%
344,400
-867,330
6 7
8
9 10