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
$8.59B
AUM Growth
+$637M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$17.6M
3
+$16.5M
4
SJM icon
J.M. Smucker
SJM
+$13M
5
KFY icon
Korn Ferry
KFY
+$12.8M

Top Sells

1
+$21.3M
2
+$17.1M
3
+$15.9M
4
IFF icon
International Flavors & Fragrances
IFF
+$15.4M
5
AAPL icon
Apple
AAPL
+$12.7M

Sector Composition

1 Financials 18.08%
2 Technology 16.52%
3 Healthcare 14.61%
4 Industrials 13.96%
5 Consumer Discretionary 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$10.8M 0.13%
147,662
+1,858
202
$10.8M 0.13%
129,519
+2,419
203
$10.6M 0.12%
79,162
-21,167
204
$10.4M 0.12%
122,630
-2,803
205
$10.3M 0.12%
247,559
-108,289
206
$9.62M 0.11%
86,702
+1,675
207
$9.55M 0.11%
334,034
-202,487
208
$9.3M 0.11%
103,640
+1,250
209
$9.23M 0.11%
223,720
+1,541
210
$9.2M 0.11%
153,684
-3,018
211
$8.41M 0.1%
182,507
+3,066
212
$8.37M 0.1%
50,546
+37,980
213
$8.24M 0.1%
75,160
+2,786
214
$7.76M 0.09%
21,911
+700
215
$7.71M 0.09%
53,060
+51
216
$7.67M 0.09%
98,039
+3,647
217
$7.37M 0.09%
73,900
-14,775
218
$7.09M 0.08%
242,715
+9,840
219
$7.04M 0.08%
33,065
-37,861
220
$7.04M 0.08%
23,791
-65
221
$6.85M 0.08%
95,966
+1,652
222
$6.66M 0.08%
186,986
+1,573
223
$6.43M 0.07%
1,025,407
-37,607
224
$6.22M 0.07%
185,566
+1,339
225
$6.12M 0.07%
244,355
+6,424
7 8
9
10 11