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
$12.2B
AUM Growth
+$607M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$45.6M
2
+$35.7M
3
+$35.2M
4
SFM icon
Sprouts Farmers Market
SFM
+$35.1M
5
NTRS icon
Northern Trust
NTRS
+$29.7M

Top Sells

1
+$22.2M
2
+$20.4M
3
+$18.1M
4
LECO icon
Lincoln Electric
LECO
+$17.8M
5
MSFT icon
Microsoft
MSFT
+$17.6M

Sector Composition

1 Technology 21.92%
2 Healthcare 16.83%
3 Industrials 15.22%
4 Financials 13.45%
5 Consumer Discretionary 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$9.09M 0.07%
95,190
-1,900
202
$9.03M 0.07%
131,133
+8,295
203
$8.77M 0.07%
103,381
-700
204
$8.73M 0.07%
39,300
-1,555
205
$8.65M 0.07%
135,765
-97,575
206
$8.49M 0.07%
208,744
-14,139
207
$8.37M 0.07%
109,063
-635
208
$8.08M 0.07%
152,128
-15,813
209
$7.89M 0.06%
56,160
+550
210
$7.62M 0.06%
116,669
+29,285
211
$7.49M 0.06%
86,705
+3,250
212
$7.11M 0.06%
229,529
+6,565
213
$7.05M 0.06%
39,178
-1,725
214
$6.92M 0.06%
18,095
-11,815
215
$6.87M 0.06%
161,756
+29,540
216
$6.72M 0.06%
17,644
-73
217
$6.52M 0.05%
52,652
+615
218
$6.43M 0.05%
236,664
+6,983
219
$6.34M 0.05%
70,086
-299
220
$6.29M 0.05%
273,220
+77,795
221
$6.27M 0.05%
18,340
-1,209
222
$5.87M 0.05%
201,000
223
$5.85M 0.05%
42,745
+2,540
224
$5.73M 0.05%
262,636
225
$5.55M 0.05%
26,755
+885
7 8
9
10 11