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
$8.59B
AUM Growth
+$637M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$17.6M
3
+$16.5M
4
SJM icon
J.M. Smucker
SJM
+$13M
5
KFY icon
Korn Ferry
KFY
+$12.8M

Top Sells

1
+$21.3M
2
+$17.1M
3
+$15.9M
4
IFF icon
International Flavors & Fragrances
IFF
+$15.4M
5
AAPL icon
Apple
AAPL
+$12.7M

Sector Composition

1 Financials 18.08%
2 Technology 16.52%
3 Healthcare 14.61%
4 Industrials 13.96%
5 Consumer Discretionary 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$287M 3.34%
3,911,660
-173,644
2
$268M 3.13%
1,702,546
-3,969
3
$189M 2.2%
2,822,580
+8,380
4
$162M 1.88%
1,160,750
-10,137
5
$141M 1.64%
668,456
+535
6
$137M 1.59%
465,925
-22,819
7
$131M 1.53%
699,573
-7,082
8
$128M 1.49%
482,984
-3,698
9
$118M 1.37%
2,047,741
+48,713
10
$118M 1.37%
691,466
+2,878
11
$113M 1.31%
1,111,296
-10,060
12
$101M 1.18%
634,035
-940
13
$98.4M 1.14%
674,277
-74,132
14
$98.3M 1.14%
543,853
-7,450
15
$98.2M 1.14%
334,180
+1,235
16
$92.9M 1.08%
1,567,432
-1,505
17
$91.8M 1.07%
2,041,402
-167,678
18
$91.4M 1.06%
508,602
-4,274
19
$90.1M 1.05%
773,587
-4,375
20
$87.6M 1.02%
1,029,641
+14,391
21
$82.9M 0.97%
717,297
+5,200
22
$82.9M 0.96%
562,031
-19,327
23
$82.3M 0.96%
391,898
-637
24
$82M 0.95%
554,627
+3,981
25
$82M 0.95%
599,678
+1,014
1
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