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
$13.3B
AUM Growth
+$1.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$48.9M
2
+$33.4M
3
+$32.4M
4
ALLE icon
Allegion
ALLE
+$30.1M
5
FLO icon
Flowers Foods
FLO
+$27.9M

Top Sells

1
+$46.2M
2
+$45.1M
3
+$35.3M
4
SJM icon
J.M. Smucker
SJM
+$33.1M
5
BR icon
Broadridge
BR
+$32.6M

Sector Composition

1 Technology 22.31%
2 Healthcare 15.48%
3 Financials 15.01%
4 Industrials 14.49%
5 Consumer Discretionary 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$8.82M 0.07%
60,551
-1,122
202
$8.4M 0.06%
+143,599
203
$8.04M 0.06%
126,990
-6,675
204
$7.84M 0.06%
114,659
-3,008
205
$7.61M 0.06%
55,165
-795
206
$7.53M 0.06%
86,797
+961
207
$7.4M 0.06%
198,172
+35,679
208
$7.28M 0.05%
177,179
-18,030
209
$7.28M 0.05%
17,720
+7
210
$7M 0.05%
51,050
-567
211
$6.78M 0.05%
104,013
-4,075
212
$6.63M 0.05%
15,169
-1,032
213
$6.62M 0.05%
+60,995
214
$6.61M 0.05%
42,745
215
$6.54M 0.05%
270,720
+3,580
216
$6.48M 0.05%
66,552
-1,909
217
$6.36M 0.05%
201,000
218
$6.29M 0.05%
42,711
-106,568
219
$6.05M 0.05%
263,074
+438
220
$5.79M 0.04%
17,167
-1,358
221
$5.26M 0.04%
47,795
-341
222
$5.24M 0.04%
23,061
-82
223
$5.13M 0.04%
40,850
224
$4.73M 0.04%
13,447
-4,421
225
$4.59M 0.03%
30,186
-990
7 8
9
10 11