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
$13.7B
AUM Growth
-$564M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$54.1M
2
+$51.3M
3
+$38.4M
4
NTAP icon
NetApp
NTAP
+$38.4M
5
AMZN icon
Amazon
AMZN
+$35.6M

Top Sells

1
+$51.3M
2
+$47.8M
3
+$35.9M
4
FLO icon
Flowers Foods
FLO
+$29.9M
5
PKG icon
Packaging Corp of America
PKG
+$29.5M

Sector Composition

1 Technology 22.64%
2 Financials 16.75%
3 Healthcare 14.64%
4 Industrials 13.63%
5 Consumer Discretionary 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$10.5M 0.08%
53,083
-149,072
202
$10.4M 0.08%
557,583
+6,866
203
$10.4M 0.08%
254,832
+142,388
204
$9.79M 0.07%
+202,570
205
$9.4M 0.07%
122,849
-9,160
206
$9.16M 0.07%
610,889
-6,447
207
$9.08M 0.07%
44,292
-663
208
$9.07M 0.07%
24,733
-340
209
$8.7M 0.06%
37,545
-335
210
$8.63M 0.06%
48,278
-555
211
$8.43M 0.06%
67,773
-545
212
$8.34M 0.06%
26,332
-6,550
213
$8.25M 0.06%
22,391
-971
214
$8.07M 0.06%
49,018
+7,542
215
$8.05M 0.06%
33,212
-213
216
$7.67M 0.06%
82,250
+73,130
217
$7.6M 0.06%
52,600
-805
218
$7.58M 0.06%
32,589
-330
219
$7.09M 0.05%
14,312
-365
220
$6.83M 0.05%
62,258
-300
221
$6.76M 0.05%
112,980
+12,068
222
$6.15M 0.04%
46,333
-800
223
$5.78M 0.04%
262,636
224
$5.41M 0.04%
25,800
+195
225
$4.75M 0.03%
18,729
-175
7 8
9
10 11