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
$13.3B
AUM Growth
+$1.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$48.9M
2
+$33.4M
3
+$32.4M
4
ALLE icon
Allegion
ALLE
+$30.1M
5
FLO icon
Flowers Foods
FLO
+$27.9M

Top Sells

1
+$46.2M
2
+$45.1M
3
+$35.3M
4
SJM icon
J.M. Smucker
SJM
+$33.1M
5
BR icon
Broadridge
BR
+$32.6M

Sector Composition

1 Technology 22.31%
2 Healthcare 15.48%
3 Financials 15.01%
4 Industrials 14.49%
5 Consumer Discretionary 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$14.9M 0.11%
79,349
+9,330
177
$14.5M 0.11%
39,898
+6,796
178
$14.4M 0.11%
250,310
-1,035
179
$13.6M 0.1%
172,086
-11,133
180
$13.3M 0.1%
35,091
+1,609
181
$13M 0.1%
157,840
-68,592
182
$12.6M 0.09%
43,660
-290
183
$12.4M 0.09%
25,290
+4,404
184
$11.9M 0.09%
49,642
-86,053
185
$11.4M 0.09%
149,703
-2,212
186
$11.3M 0.08%
68,235
+275
187
$11.2M 0.08%
202,692
+40,645
188
$10.8M 0.08%
46,809
-6,587
189
$10.6M 0.08%
51,454
-158,336
190
$10.4M 0.08%
277,114
-11,187
191
$10.3M 0.08%
26,520
-251
192
$10.2M 0.08%
135,269
-1,500
193
$10M 0.08%
49,988
+44,591
194
$9.8M 0.07%
44,580
-121,561
195
$9.77M 0.07%
162,182
-52,150
196
$9.39M 0.07%
132,077
+1,284
197
$9.37M 0.07%
92,690
-2,500
198
$9.35M 0.07%
99,708
-4,448
199
$8.99M 0.07%
52,759
-1,384
200
$8.85M 0.07%
28,519
+304
6 7
8
9 10