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
$11.9B
AUM Growth
-$261M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$27.9M
3
+$25.8M
4
WSM icon
Williams-Sonoma
WSM
+$21.8M
5
SFM icon
Sprouts Farmers Market
SFM
+$21.6M

Top Sells

1
+$50.7M
2
+$48M
3
+$16M
4
STE icon
Steris
STE
+$14.4M
5
BR icon
Broadridge
BR
+$12.8M

Sector Composition

1 Technology 21.8%
2 Healthcare 16.07%
3 Financials 14.32%
4 Industrials 14.21%
5 Consumer Discretionary 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$16.3M 0.14%
381,378
+8,925
177
$15.3M 0.13%
322,763
+7,056
178
$15.1M 0.13%
87,049
-2,205
179
$15M 0.13%
122,449
-4,598
180
$14.8M 0.12%
122,568
-1,752
181
$13.8M 0.12%
33,482
+696
182
$12.8M 0.11%
183,219
+450
183
$12.5M 0.1%
251,345
-1,250
184
$12M 0.1%
70,019
+514
185
$11.8M 0.1%
43,950
+4,650
186
$11.8M 0.1%
26,771
-61
187
$11.7M 0.1%
53,396
-561
188
$11.7M 0.1%
87,798
+311
189
$10.5M 0.09%
151,915
-700
190
$10.5M 0.09%
228,772
-78,748
191
$10.5M 0.09%
214,332
+4,093
192
$10M 0.08%
67,960
-1,240
193
$9.85M 0.08%
33,102
-622
194
$9.34M 0.08%
288,301
-876
195
$9.26M 0.08%
136,769
+20,100
196
$9.26M 0.08%
104,156
+775
197
$9.2M 0.08%
61,673
+1,683
198
$9.13M 0.08%
130,793
-340
199
$8.9M 0.07%
117,667
-250
200
$8.61M 0.07%
54,143
+14,965
6 7
8
9 10