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
$8.59B
AUM Growth
+$637M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$17.6M
3
+$16.5M
4
SJM icon
J.M. Smucker
SJM
+$13M
5
KFY icon
Korn Ferry
KFY
+$12.8M

Top Sells

1
+$21.3M
2
+$17.1M
3
+$15.9M
4
IFF icon
International Flavors & Fragrances
IFF
+$15.4M
5
AAPL icon
Apple
AAPL
+$12.7M

Sector Composition

1 Financials 18.08%
2 Technology 16.52%
3 Healthcare 14.61%
4 Industrials 13.96%
5 Consumer Discretionary 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$14.1M 0.16%
18,810
+5,566
177
$14.1M 0.16%
138,669
+4,432
178
$14M 0.16%
121,485
+2,546
179
$13.9M 0.16%
132,382
+2,807
180
$13.8M 0.16%
126,222
+3,006
181
$13.8M 0.16%
300,155
+11,032
182
$13.8M 0.16%
36,436
+471
183
$13.7M 0.16%
120,020
+2,371
184
$13.7M 0.16%
210,909
+6,849
185
$13.7M 0.16%
69,251
-158
186
$13.4M 0.16%
126,462
+4,678
187
$13.4M 0.16%
618,808
+194,626
188
$13.2M 0.15%
126,813
+124,378
189
$12.8M 0.15%
247,654
+3,640
190
$12.8M 0.15%
+302,348
191
$12.7M 0.15%
233,384
-11,251
192
$12.6M 0.15%
161,798
+3,266
193
$12.4M 0.14%
339,277
+6,036
194
$12.4M 0.14%
274,012
+53,391
195
$12.2M 0.14%
195,232
+35,334
196
$12.1M 0.14%
272,156
+9,480
197
$12M 0.14%
141,529
-3,622
198
$11.9M 0.14%
221,002
+1,685
199
$11.8M 0.14%
81,221
+2,854
200
$11.4M 0.13%
219,818
-151,778
6 7
8
9 10