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
$14B
AUM Growth
+$764M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$55.4M
2
+$55M
3
+$40.4M
4
KLAC icon
KLA
KLAC
+$40.3M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$39.3M

Top Sells

1
+$89.4M
2
+$66.3M
3
+$62.5M
4
WSM icon
Williams-Sonoma
WSM
+$32.9M
5
OMC icon
Omnicom Group
OMC
+$28.7M

Sector Composition

1 Technology 22.34%
2 Financials 15.19%
3 Healthcare 14.9%
4 Industrials 14.61%
5 Consumer Discretionary 10.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$570M 4.07%
1,355,733
-7,688
2
$365M 2.6%
2,125,925
-73,737
3
$243M 1.73%
1,611,304
+30,847
4
$239M 1.7%
1,193,244
-38,480
5
$222M 1.59%
641,175
-4,987
6
$214M 1.53%
1,488,421
+49,979
7
$209M 1.49%
2,798,097
-18,203
8
$201M 1.43%
718,619
-581
9
$199M 1.42%
1,309,967
-2,144
10
$188M 1.34%
547,139
-34,909
11
$168M 1.2%
1,063,030
+14,331
12
$153M 1.09%
426,154
-17,304
13
$151M 1.08%
306,155
+1,276
14
$144M 1.02%
345,897
-10,319
15
$140M 1%
559,663
-384
16
$137M 0.98%
558,036
-63,818
17
$137M 0.98%
783,681
+84,991
18
$135M 0.96%
210,404
+11,257
19
$133M 0.95%
181,295
-90,476
20
$130M 0.93%
665,296
-44,940
21
$130M 0.93%
1,278,082
-94,050
22
$128M 0.91%
2,950,464
+2,640
23
$125M 0.89%
481,686
-11,184
24
$124M 0.89%
273,429
-14,301
25
$123M 0.88%
623,195
-2,257
1
2 3 4 5