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
$11.9B
AUM Growth
-$261M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$27.9M
3
+$25.8M
4
WSM icon
Williams-Sonoma
WSM
+$21.8M
5
SFM icon
Sprouts Farmers Market
SFM
+$21.6M

Top Sells

1
+$50.7M
2
+$48M
3
+$16M
4
STE icon
Steris
STE
+$14.4M
5
BR icon
Broadridge
BR
+$12.8M

Sector Composition

1 Technology 21.8%
2 Healthcare 16.07%
3 Financials 14.32%
4 Industrials 14.21%
5 Consumer Discretionary 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$8.34M 0.07%
20,886
+624
202
$8.32M 0.07%
95,190
203
$8.17M 0.07%
162,047
+9,919
204
$8.1M 0.07%
133,665
-2,100
205
$8.07M 0.07%
28,215
-405
206
$7.65M 0.06%
195,209
-13,535
207
$7.15M 0.06%
267,140
-6,080
208
$6.92M 0.06%
108,088
-975
209
$6.84M 0.06%
162,786
+1,030
210
$6.82M 0.06%
55,960
-200
211
$6.7M 0.06%
17,868
-227
212
$6.61M 0.06%
68,461
-1,625
213
$6.6M 0.06%
17,713
+69
214
$6.59M 0.06%
201,000
215
$6.55M 0.05%
241,719
+5,055
216
$6.53M 0.05%
51,617
-1,035
217
$6.36M 0.05%
16,201
-8,461
218
$6.26M 0.05%
85,836
-869
219
$5.97M 0.05%
262,636
220
$5.91M 0.05%
134,155
-119,310
221
$5.58M 0.05%
+162,493
222
$5.53M 0.05%
42,745
223
$5.41M 0.05%
18,525
+185
224
$4.66M 0.04%
48,136
-2,561
225
$4.65M 0.04%
23,143
-3,612
7 8
9
10 11