BTW

Boston Trust Walden Portfolio holdings

AUM $13.2B
1-Year Est. Return 11.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$14B
AUM Growth
+$333M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$25.1M
2
+$25M
3
+$23.3M
4
AYI icon
Acuity Brands
AYI
+$22.6M
5
ZBH icon
Zimmer Biomet
ZBH
+$20.8M

Top Sells

1
+$34.6M
2
+$33.8M
3
+$28.8M
4
ADI icon
Analog Devices
ADI
+$26M
5
TTC icon
Toro Company
TTC
+$24.7M

Sector Composition

1 Technology 24.83%
2 Financials 17.15%
3 Industrials 14.26%
4 Healthcare 12.8%
5 Consumer Discretionary 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$11.2M 0.08%
226,069
-15,845
202
$11.1M 0.08%
245,601
-10,395
203
$11.1M 0.08%
123,240
204
$10.9M 0.08%
+526,125
205
$9.95M 0.07%
52,788
-295
206
$9.51M 0.07%
49,012
+734
207
$9.47M 0.07%
33,930
-10,590
208
$9.27M 0.07%
26,397
+65
209
$8.95M 0.06%
21,900
-491
210
$8.78M 0.06%
44,438
+146
211
$8.71M 0.06%
40,376
+31,180
212
$8.6M 0.06%
29,874
-7,671
213
$8.1M 0.06%
60,731
-1,527
214
$7.98M 0.06%
32,819
-393
215
$7.74M 0.06%
14,251
-61
216
$7.67M 0.05%
16,402
-8,331
217
$7.42M 0.05%
66,942
-831
218
$7.35M 0.05%
94,219
-28,630
219
$7.12M 0.05%
25,832
+1,672
220
$6.98M 0.05%
+12,097
221
$6.9M 0.05%
50,751
+4,418
222
$6.09M 0.04%
20,023
+5,025
223
$5.65M 0.04%
262,636
224
$4.96M 0.04%
18,407
-322
225
$4.77M 0.03%
25,678
-122
7 8
9
10 11