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
$5.85B
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$18.5M
3
+$16.9M
4
FLO icon
Flowers Foods
FLO
+$13.6M
5
GMED icon
Globus Medical
GMED
+$12.8M

Top Sells

1
+$24.1M
2
+$17.4M
3
+$16.8M
4
WST icon
West Pharmaceutical
WST
+$15.6M
5
QCOM icon
Qualcomm
QCOM
+$15.3M

Sector Composition

1 Financials 16.72%
2 Healthcare 16.09%
3 Technology 14.06%
4 Industrials 13.11%
5 Consumer Discretionary 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$9.26M 0.16%
81,317
-1,470
177
$9.24M 0.16%
403,375
-1,832
178
$9.1M 0.16%
116,693
-56,595
179
$9.01M 0.15%
373,388
-2,848
180
$9M 0.15%
311,581
-2,722
181
$8.87M 0.15%
310,814
-5,094
182
$8.71M 0.15%
203,024
-4,108
183
$8.65M 0.15%
123,209
-1,848
184
$8.61M 0.15%
146,086
-1,179
185
$8.39M 0.14%
204,051
-93,150
186
$8.36M 0.14%
66,296
-1,527
187
$8.32M 0.14%
85,338
+8,800
188
$8.06M 0.14%
65,084
-196
189
$7.93M 0.14%
49,122
+130
190
$7.74M 0.13%
122,468
+18,782
191
$7.58M 0.13%
80,845
+4,560
192
$7.49M 0.13%
+101,328
193
$7.19M 0.12%
124,542
-2,446
194
$7.12M 0.12%
379,944
-7,968
195
$6.95M 0.12%
61,585
-19,820
196
$6.94M 0.12%
252,292
-2,649
197
$6.92M 0.12%
58,537
-850
198
$6.91M 0.12%
128,597
-2,128
199
$6.89M 0.12%
105,511
-193,678
200
$6.76M 0.12%
93,289
-2,068
6 7
8
9 10