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
$14B
AUM Growth
+$764M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$55.4M
2
+$55M
3
+$40.4M
4
KLAC icon
KLA
KLAC
+$40.3M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$39.3M

Top Sells

1
+$89.4M
2
+$66.3M
3
+$62.5M
4
WSM icon
Williams-Sonoma
WSM
+$32.9M
5
OMC icon
Omnicom Group
OMC
+$28.7M

Sector Composition

1 Technology 22.34%
2 Financials 15.19%
3 Healthcare 14.9%
4 Industrials 14.61%
5 Consumer Discretionary 10.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$8.97M 0.06%
200,731
-580,016
202
$8.85M 0.06%
18,402
+3,233
203
$8.78M 0.06%
100,243
-31,834
204
$8.63M 0.06%
304,520
+33,800
205
$8.61M 0.06%
59,230
+8,180
206
$8.34M 0.06%
42,745
207
$8.24M 0.06%
28,270
-249
208
$8.2M 0.06%
17,670
-50
209
$8.14M 0.06%
80,690
-12,000
210
$7.82M 0.06%
46,233
-41,229
211
$7.59M 0.05%
26,103
-417
212
$7.43M 0.05%
200,612
+2,440
213
$7.4M 0.05%
55,610
+445
214
$7.27M 0.05%
173,934
-3,245
215
$7.26M 0.05%
103,768
-245
216
$7.21M 0.05%
63,534
-3,018
217
$7.01M 0.05%
43,591
+880
218
$6.89M 0.05%
33,633
-17,821
219
$6.85M 0.05%
17,152
-15
220
$6.84M 0.05%
31,332
+8,271
221
$5.63M 0.04%
262,636
-438
222
$5.43M 0.04%
201,000
223
$5.39M 0.04%
29,896
-290
224
$5.37M 0.04%
40,775
-75
225
$5.34M 0.04%
47,020
-775
7 8
9
10 11