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
$6.48B
AUM Growth
-$406M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$38.9M
2
+$34.2M
3
+$24.5M
4
FLO icon
Flowers Foods
FLO
+$24.1M
5
APAM icon
Artisan Partners
APAM
+$22.6M

Top Sells

1
+$41.3M
2
+$37.6M
3
+$31M
4
VIVO
Meridian Bioscience Inc
VIVO
+$25M
5
LTM
LIFE TIME FITNESS INC
LTM
+$24.9M

Sector Composition

1 Financials 17.16%
2 Technology 16.09%
3 Industrials 13.66%
4 Healthcare 11.16%
5 Consumer Discretionary 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$5.53M 0.09%
216,771
-64,170
202
$5.49M 0.08%
67,563
-2,550
203
$5.43M 0.08%
83,345
+66,245
204
$5.4M 0.08%
105,241
-30,154
205
$5.25M 0.08%
95,863
-925
206
$5.25M 0.08%
55,135
-857
207
$5.25M 0.08%
29,440
-1,135
208
$5.21M 0.08%
124,397
+77,197
209
$4.86M 0.08%
67,165
-539
210
$4.75M 0.07%
114,000
+62
211
$4.71M 0.07%
141,590
-2,784
212
$4.71M 0.07%
159,094
-10,800
213
$4.53M 0.07%
53,691
+56
214
$4.51M 0.07%
205,368
-61,112
215
$4.49M 0.07%
56,181
-1,787
216
$4.42M 0.07%
96,020
+520
217
$3.93M 0.06%
31,985
-876
218
$3.82M 0.06%
53,885
+11,485
219
$3.58M 0.06%
63,362
-1,700
220
$3.53M 0.05%
92,866
-1,300
221
$3.46M 0.05%
95,208
-69,977
222
$3.35M 0.05%
97,667
+380
223
$3.33M 0.05%
42,319
-627
224
$3.25M 0.05%
31,518
-1,068
225
$3.14M 0.05%
70,799
-400
7 8
9
10 11