BTW

Boston Trust Walden Portfolio holdings

AUM $13.2B
1-Year Est. Return 11.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.7B
AUM Growth
-$564M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$51.1M
2
+$48.3M
3
+$47.2M
4
AMZN icon
Amazon
AMZN
+$40.7M
5
PG icon
Procter & Gamble
PG
+$37.8M

Top Sells

1
+$51.3M
2
+$50.2M
3
+$31.8M
4
FLO icon
Flowers Foods
FLO
+$30M
5
MSFT icon
Microsoft
MSFT
+$29.1M

Sector Composition

1 Technology 22.64%
2 Financials 16.75%
3 Healthcare 14.64%
4 Industrials 13.63%
5 Consumer Discretionary 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$20.6M 0.15%
187,097
-11,241
177
$20.4M 0.15%
65,165
-2,187
178
$20.3M 0.15%
279,902
-2,470
179
$19.8M 0.14%
38,499
+14,567
180
$19.7M 0.14%
220,467
+572
181
$18.2M 0.13%
414,685
-21,280
182
$18.2M 0.13%
131,364
-163,250
183
$16.5M 0.12%
395,261
+69,017
184
$16.2M 0.12%
75,542
-3,737
185
$15.5M 0.11%
42,249
-521
186
$15.1M 0.11%
85,917
-1,305
187
$14.6M 0.11%
32,768
+5,220
188
$14.3M 0.1%
84,725
+11,795
189
$14M 0.1%
308,894
+37,150
190
$13.9M 0.1%
235,877
+18,767
191
$13.9M 0.1%
44,520
+5,983
192
$13.7M 0.1%
93,173
+50,490
193
$13.7M 0.1%
125,266
+9,120
194
$12.7M 0.09%
141,389
+8,047
195
$11.9M 0.09%
229,173
+12,665
196
$11.8M 0.09%
123,240
-3,375
197
$11.6M 0.08%
95,284
-2,100
198
$11.6M 0.08%
67,405
-860
199
$10.9M 0.08%
241,914
-19,200
200
$10.8M 0.08%
255,996
+70,967
6 7
8
9 10