BTW

Boston Trust Walden Portfolio holdings

AUM $14B
1-Year Est. Return 12.58%
This Quarter Est. Return
1 Year Est. Return
+12.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.54B
AUM Growth
+$342M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$34.7M
2
+$25.9M
3
+$25.4M
4
TNC icon
Tennant Co
TNC
+$24.4M
5
TRMK icon
Trustmark
TRMK
+$23.3M

Top Sells

1
+$56.6M
2
+$53.5M
3
+$27.8M
4
SNBR icon
Sleep Number
SNBR
+$16.5M
5
DVN icon
Devon Energy
DVN
+$15.9M

Sector Composition

1 Financials 16.34%
2 Industrials 14.19%
3 Technology 14.14%
4 Healthcare 12.1%
5 Consumer Discretionary 11.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$82M 1.25%
313,176
-3,229
2
$75.9M 1.16%
881,974
+3,266
3
$75.1M 1.15%
1,044,672
+6,835
4
$72.2M 1.11%
1,204,990
-99,684
5
$70M 1.07%
1,928,676
-77,570
6
$69.8M 1.07%
1,831,528
-49,075
7
$68.9M 1.05%
903,244
-5,815
8
$66.2M 1.01%
1,216,600
-12,941
9
$64.9M 0.99%
1,576,181
-50,173
10
$63.9M 0.98%
554,653
-5,596
11
$61.7M 0.94%
952,915
-20,900
12
$61.6M 0.94%
690,246
+2,525
13
$61.5M 0.94%
701,413
-8,616
14
$60.3M 0.92%
3,539,592
-146,720
15
$60.2M 0.92%
1,312,580
+133,221
16
$59.9M 0.92%
2,211,868
-24,412
17
$59.4M 0.91%
806,133
+7,975
18
$59.1M 0.9%
1,774,692
-18,790
19
$58.5M 0.9%
1,240,620
-16,470
20
$57.9M 0.89%
2,803,000
-38,033
21
$57.2M 0.87%
576,684
-10,696
22
$57M 0.87%
667,940
+6,330
23
$55.6M 0.85%
1,075,266
+7,395
24
$55.4M 0.85%
732,363
-6,694
25
$55.2M 0.84%
311,922
-5,798
1
2 3 4 5