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
$13.3B
AUM Growth
+$1.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$48.9M
2
+$33.4M
3
+$32.4M
4
ALLE icon
Allegion
ALLE
+$30.1M
5
FLO icon
Flowers Foods
FLO
+$27.9M

Top Sells

1
+$46.2M
2
+$45.1M
3
+$35.3M
4
SJM icon
J.M. Smucker
SJM
+$33.1M
5
BR icon
Broadridge
BR
+$32.6M

Sector Composition

1 Technology 22.31%
2 Healthcare 15.48%
3 Financials 15.01%
4 Industrials 14.49%
5 Consumer Discretionary 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$513M 3.87%
1,363,421
-7,709
2
$424M 3.2%
2,199,662
-11,056
3
$227M 1.71%
646,162
+3,835
4
$221M 1.67%
1,580,457
+33,058
5
$210M 1.58%
1,231,724
-5,806
6
$192M 1.45%
582,048
+10,550
7
$187M 1.41%
719,200
+12,884
8
$185M 1.4%
1,312,111
-16,753
9
$184M 1.39%
2,816,300
+42,365
10
$179M 1.35%
271,771
-911
11
$178M 1.34%
1,438,442
+21,545
12
$164M 1.24%
1,048,699
+19,237
13
$161M 1.21%
304,879
+490
14
$153M 1.15%
621,854
-751
15
$150M 1.13%
488,271
-51,684
16
$137M 1.04%
287,730
+9,016
17
$134M 1.01%
710,236
+120,105
18
$133M 1%
443,458
+11,021
19
$130M 0.98%
560,047
+7,111
20
$130M 0.98%
1,372,132
+244,468
21
$129M 0.98%
2,947,824
+61,230
22
$128M 0.96%
651,337
-143,453
23
$119M 0.9%
698,690
+22,031
24
$117M 0.88%
356,216
+10,787
25
$117M 0.88%
845,823
-9,314
1
2 3 4 5