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
$11.9B
AUM Growth
-$261M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$27.9M
3
+$25.8M
4
WSM icon
Williams-Sonoma
WSM
+$21.8M
5
SFM icon
Sprouts Farmers Market
SFM
+$21.6M

Top Sells

1
+$50.7M
2
+$48M
3
+$16M
4
STE icon
Steris
STE
+$14.4M
5
BR icon
Broadridge
BR
+$12.8M

Sector Composition

1 Technology 21.8%
2 Healthcare 16.07%
3 Financials 14.32%
4 Industrials 14.21%
5 Consumer Discretionary 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$433M 3.63%
1,371,130
-20,099
2
$378M 3.17%
2,210,718
-31,996
3
$202M 1.7%
1,547,399
-12,755
4
$197M 1.65%
642,327
+200
5
$179M 1.5%
1,237,530
-7,623
6
$177M 1.48%
1,416,897
+29,503
7
$175M 1.47%
1,328,864
-5,760
8
$165M 1.39%
2,773,935
+62,995
9
$162M 1.36%
706,316
+38,958
10
$160M 1.34%
1,029,462
+13,898
11
$157M 1.31%
571,498
+41,514
12
$154M 1.29%
272,682
-16,631
13
$153M 1.29%
304,389
+1,132
14
$133M 1.11%
552,936
+5,310
15
$131M 1.1%
539,955
-9,952
16
$128M 1.07%
2,886,594
+9,300
17
$127M 1.06%
622,605
-3,150
18
$124M 1.04%
1,015,844
+78,115
19
$122M 1.02%
278,714
+43,599
20
$121M 1.02%
794,790
+33,214
21
$118M 0.99%
432,437
-1,299
22
$115M 0.96%
676,659
-5,091
23
$112M 0.94%
216,337
+7,968
24
$108M 0.91%
345,429
-5,217
25
$104M 0.87%
668,671
+1,971
1
2 3 4 5