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
$6.48B
AUM Growth
-$406M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$38.9M
2
+$34.2M
3
+$24.5M
4
FLO icon
Flowers Foods
FLO
+$24.1M
5
APAM icon
Artisan Partners
APAM
+$22.6M

Top Sells

1
+$41.3M
2
+$37.6M
3
+$31M
4
VIVO
Meridian Bioscience Inc
VIVO
+$25M
5
LTM
LIFE TIME FITNESS INC
LTM
+$24.9M

Sector Composition

1 Financials 17.16%
2 Technology 16.09%
3 Industrials 13.66%
4 Healthcare 11.16%
5 Consumer Discretionary 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$86.3M 1.33%
3,426,228
+15,736
2
$85M 1.31%
624,922
-15,709
3
$82M 1.27%
1,046,367
-5,685
4
$81.2M 1.25%
1,752,150
-33,865
5
$76.9M 1.19%
817,653
-38
6
$76.6M 1.18%
304,486
-755
7
$75.9M 1.17%
1,701,084
-45,950
8
$67.9M 1.05%
637,081
+29,120
9
$67.5M 1.04%
799,147
-44,064
10
$67.3M 1.04%
537,266
-3,397
11
$66.3M 1.02%
815,001
-8,080
12
$64.1M 0.99%
1,063,941
-3,882
13
$63.8M 0.99%
1,425,225
-66,922
14
$61.7M 0.95%
996,700
-33,427
15
$61.5M 0.95%
1,082,852
-35,210
16
$60.8M 0.94%
964,439
-37,141
17
$60.7M 0.94%
724,949
-2,466
18
$60.6M 0.94%
665,532
-6,825
19
$60.2M 0.93%
541,980
-3,049
20
$59.7M 0.92%
641,496
-3,635
21
$59.6M 0.92%
866,417
-14,525
22
$58.9M 0.91%
497,256
+568
23
$58M 0.9%
1,426,427
-217,509
24
$56.9M 0.88%
780,589
-31,151
25
$55.2M 0.85%
500,706
-126,983
1
2 3 4 5