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
$14B
AUM Growth
+$764M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$55.4M
2
+$55M
3
+$40.4M
4
KLAC icon
KLA
KLAC
+$40.3M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$39.3M

Top Sells

1
+$89.4M
2
+$66.3M
3
+$62.5M
4
WSM icon
Williams-Sonoma
WSM
+$32.9M
5
OMC icon
Omnicom Group
OMC
+$28.7M

Sector Composition

1 Technology 22.34%
2 Financials 15.19%
3 Healthcare 14.9%
4 Industrials 14.61%
5 Consumer Discretionary 10.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$16.6M 0.12%
35,802
+711
177
$16.1M 0.11%
479,995
-72,105
178
$15.5M 0.11%
95,947
-18,630
179
$15.5M 0.11%
116,605
-3,041
180
$15.1M 0.11%
37,863
-6,047
181
$14.8M 0.11%
79,859
+510
182
$14.3M 0.1%
149,703
183
$13.9M 0.1%
28,641
+22,023
184
$13.1M 0.09%
25,007
-283
185
$12.7M 0.09%
220,590
+17,898
186
$12.4M 0.09%
142,365
-15,475
187
$12.4M 0.09%
43,600
-60
188
$12.3M 0.09%
720,292
-1,553,937
189
$12.3M 0.09%
67,050
-1,185
190
$11.7M 0.08%
33,804
-6,094
191
$11.6M 0.08%
46,646
-163
192
$11.5M 0.08%
273,937
-3,177
193
$11.2M 0.08%
140,706
-31,380
194
$10.2M 0.07%
100,287
+579
195
$9.89M 0.07%
134,939
-330
196
$9.87M 0.07%
43,914
-666
197
$9.68M 0.07%
141,758
-1,841
198
$9.56M 0.07%
126,990
199
$9.52M 0.07%
+115,901
200
$9.13M 0.07%
52,413
-346
6 7
8
9 10