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
$12.2B
AUM Growth
+$607M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$45.6M
2
+$35.7M
3
+$35.2M
4
SFM icon
Sprouts Farmers Market
SFM
+$35.1M
5
NTRS icon
Northern Trust
NTRS
+$29.7M

Top Sells

1
+$22.2M
2
+$20.4M
3
+$18.1M
4
LECO icon
Lincoln Electric
LECO
+$17.8M
5
MSFT icon
Microsoft
MSFT
+$17.6M

Sector Composition

1 Technology 21.92%
2 Healthcare 16.83%
3 Industrials 15.22%
4 Financials 13.45%
5 Consumer Discretionary 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$16M 0.13%
127,047
-19,863
177
$15.4M 0.13%
89,254
+966
178
$15.3M 0.13%
315,707
+9,474
179
$15.1M 0.12%
44,275
-2,655
180
$14.7M 0.12%
252,595
+5,485
181
$14.4M 0.12%
152,615
-1,111
182
$14.4M 0.12%
215,613
-5,822
183
$13.2M 0.11%
69,505
+1,975
184
$12.6M 0.1%
182,769
+4,245
185
$12.5M 0.1%
307,520
+29,640
186
$12.3M 0.1%
685,222
+19,666
187
$11.7M 0.1%
210,239
+5,982
188
$11.5M 0.09%
53,957
-504
189
$11.3M 0.09%
253,465
+5,095
190
$11.2M 0.09%
69,200
+5,895
191
$11.1M 0.09%
33,724
+1,545
192
$11M 0.09%
87,487
+1,745
193
$10.9M 0.09%
265,349
-283,178
194
$10.8M 0.09%
289,177
-25,837
195
$10.4M 0.09%
59,990
-1,290
196
$10.3M 0.08%
117,917
-250
197
$10M 0.08%
24,662
+971
198
$9.86M 0.08%
26,832
-127
199
$9.54M 0.08%
20,262
+6,042
200
$9.43M 0.08%
28,620
+1,035
6 7
8
9 10