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
$5.85B
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$18.5M
3
+$16.9M
4
FLO icon
Flowers Foods
FLO
+$13.6M
5
GMED icon
Globus Medical
GMED
+$12.8M

Top Sells

1
+$24.1M
2
+$17.4M
3
+$16.8M
4
WST icon
West Pharmaceutical
WST
+$15.6M
5
QCOM icon
Qualcomm
QCOM
+$15.3M

Sector Composition

1 Financials 16.72%
2 Healthcare 16.09%
3 Technology 14.06%
4 Industrials 13.11%
5 Consumer Discretionary 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$6.6M 0.11%
332,601
+1,828
202
$6.32M 0.11%
329,370
-7,217
203
$6.23M 0.11%
127,110
+24,187
204
$6.19M 0.11%
275,167
+190,782
205
$6.08M 0.1%
170,850
-13,775
206
$6M 0.1%
221,686
-6,843
207
$5.97M 0.1%
74,930
-1,625
208
$5.93M 0.1%
79,287
-1,454
209
$5.91M 0.1%
85,879
-696
210
$5.85M 0.1%
121,545
-19,772
211
$5.82M 0.1%
170,247
-4,135
212
$5.78M 0.1%
180,438
+112,383
213
$5.71M 0.1%
+321,675
214
$5.7M 0.1%
69,375
-1,297
215
$5.64M 0.1%
+174,284
216
$5.57M 0.1%
213,714
-3,420
217
$5.48M 0.09%
141,828
-6,650
218
$5.27M 0.09%
28,857
-976
219
$5.22M 0.09%
194,016
220
$5.16M 0.09%
69,543
-591
221
$5.09M 0.09%
35,097
+2,095
222
$5.08M 0.09%
56,820
+17,600
223
$5.08M 0.09%
+76,568
224
$4.91M 0.08%
39,301
-1,997
225
$4.75M 0.08%
88,657
-285,252
7 8
9
10 11