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
$6.54B
AUM Growth
+$342M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$34.7M
2
+$25.9M
3
+$25.4M
4
TNC icon
Tennant Co
TNC
+$24.4M
5
TRMK icon
Trustmark
TRMK
+$23.3M

Top Sells

1
+$56.6M
2
+$53.5M
3
+$27.8M
4
SNBR icon
Sleep Number
SNBR
+$16.5M
5
DVN icon
Devon Energy
DVN
+$15.9M

Sector Composition

1 Financials 16.34%
2 Industrials 14.19%
3 Technology 14.14%
4 Healthcare 12.1%
5 Consumer Discretionary 11.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$4.25M 0.07%
37,113
+346
202
$4.25M 0.07%
65,072
-57,778
203
$4.17M 0.06%
72,201
-23,627
204
$4.06M 0.06%
144,136
-3,400
205
$3.81M 0.06%
44,445
+844
206
$3.75M 0.06%
68,800
-1,700
207
$3.25M 0.05%
40,845
+7,244
208
$3.09M 0.05%
363,750
-3,000
209
$2.92M 0.04%
107,316
+12,452
210
$2.8M 0.04%
65,646
-70,650
211
$2.54M 0.04%
22,700
+19,800
212
$2.39M 0.04%
93,715
-6,685
213
$2.37M 0.04%
60,851
214
$2.31M 0.04%
31,237
+100
215
$2.31M 0.04%
33,575
+28,618
216
$2.28M 0.03%
33,633
-497
217
$2.27M 0.03%
59,865
-322
218
$2.27M 0.03%
49,869
+1,127
219
$2.25M 0.03%
54,496
+400
220
$2.18M 0.03%
34,037
-650
221
$2.09M 0.03%
66,587
+21,150
222
$2.07M 0.03%
+40,800
223
$1.99M 0.03%
35,370
-251
224
$1.95M 0.03%
35,125
-350
225
$1.94M 0.03%
40,750
-375
7 8
9
10 11