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
$6.42B
AUM Growth
+$73.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$23.9M
2
+$16M
3
+$14.9M
4
SBUX icon
Starbucks
SBUX
+$10.3M
5
ATR icon
AptarGroup
ATR
+$8.81M

Top Sells

1
+$22.1M
2
+$15.5M
3
+$14.3M
4
CLC
Clarcor
CLC
+$13.1M
5
WEX icon
WEX
WEX
+$12.8M

Sector Composition

1 Financials 18.4%
2 Healthcare 14.75%
3 Technology 14.75%
4 Industrials 13.71%
5 Consumer Discretionary 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$9.96M 0.16%
89,337
+3,309
177
$9.9M 0.15%
162,324
-892
178
$9.72M 0.15%
124,618
-1,024
179
$9.52M 0.15%
193,085
+52,249
180
$9.48M 0.15%
201,851
-20,153
181
$9.34M 0.15%
358,362
-27,588
182
$9.27M 0.14%
185,584
-2,192
183
$9.21M 0.14%
135,710
-8,949
184
$9.18M 0.14%
79,415
-6,150
185
$9.03M 0.14%
111,984
+31,226
186
$8.92M 0.14%
77,224
+4,544
187
$8.86M 0.14%
282,450
188
$8.63M 0.13%
512,948
-184,440
189
$8.46M 0.13%
349,784
+76,824
190
$8.13M 0.13%
560,667
-51,831
191
$8.05M 0.13%
111,886
-1,590
192
$8.03M 0.13%
48,675
+63
193
$8.03M 0.13%
384,738
-4,322
194
$7.83M 0.12%
104,822
+15,204
195
$7.83M 0.12%
263,371
+7,376
196
$7.78M 0.12%
279,676
-2,652
197
$7.62M 0.12%
134,957
+139
198
$7.26M 0.11%
39,044
-11,271
199
$7.23M 0.11%
30,935
+1,887
200
$6.97M 0.11%
45,067
-4,425
6 7
8
9 10