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
$14B
AUM Growth
+$333M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$25.1M
2
+$25M
3
+$23.3M
4
AYI icon
Acuity Brands
AYI
+$22.6M
5
ZBH icon
Zimmer Biomet
ZBH
+$20.8M

Top Sells

1
+$34.6M
2
+$33.8M
3
+$28.8M
4
ADI icon
Analog Devices
ADI
+$26M
5
TTC icon
Toro Company
TTC
+$24.7M

Sector Composition

1 Technology 24.83%
2 Financials 17.15%
3 Industrials 14.26%
4 Healthcare 12.8%
5 Consumer Discretionary 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$19.4M 0.14%
144,580
+62,330
177
$19M 0.14%
1,318,853
-46,438
178
$18.6M 0.13%
63,802
-1,363
179
$17.6M 0.13%
123,185
-6,320
180
$17.2M 0.12%
262,144
+26,267
181
$17M 0.12%
+544,044
182
$16M 0.11%
121,352
-95,313
183
$15.6M 0.11%
83,727
-2,190
184
$15.5M 0.11%
42,376
+127
185
$15.5M 0.11%
33,413
+645
186
$15.3M 0.11%
92,067
-31,120
187
$15.1M 0.11%
73,963
-1,579
188
$14.9M 0.11%
95,468
+46,450
189
$14.8M 0.11%
82,620
-2,105
190
$14.8M 0.11%
141,921
+16,655
191
$14M 0.1%
100,322
+7,149
192
$13.1M 0.09%
249,345
-5,487
193
$13.1M 0.09%
109,123
+78,480
194
$12.9M 0.09%
298,837
-10,057
195
$12.6M 0.09%
225,472
-3,701
196
$12.1M 0.09%
97,739
+2,455
197
$12M 0.09%
66,565
-840
198
$12M 0.09%
137,744
-3,645
199
$11.9M 0.09%
311,625
-103,060
200
$11.7M 0.08%
194,281
-8,289
6 7
8
9 10