BTW

Boston Trust Walden Portfolio holdings

AUM $13.2B
1-Year Est. Return 11.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.7B
AUM Growth
-$564M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$51.1M
2
+$48.3M
3
+$47.2M
4
AMZN icon
Amazon
AMZN
+$40.7M
5
PG icon
Procter & Gamble
PG
+$37.8M

Top Sells

1
+$51.3M
2
+$50.2M
3
+$31.8M
4
FLO icon
Flowers Foods
FLO
+$30M
5
MSFT icon
Microsoft
MSFT
+$29.1M

Sector Composition

1 Technology 22.64%
2 Financials 16.75%
3 Healthcare 14.64%
4 Industrials 13.63%
5 Consumer Discretionary 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$444M 3.24%
1,182,109
-71,481
2
$401M 2.93%
1,804,596
-51,710
3
$249M 1.82%
1,013,605
-13,997
4
$227M 1.66%
646,946
-22,970
5
$207M 1.51%
1,337,747
-50,409
6
$181M 1.32%
1,092,003
+6,348
7
$176M 1.28%
2,621,959
-27,873
8
$169M 1.24%
1,084,185
-82,869
9
$169M 1.24%
1,139,603
+5,892
10
$166M 1.21%
531,922
-80,524
11
$156M 1.14%
511,992
-8,180
12
$154M 1.13%
294,562
-1,501
13
$152M 1.11%
246,351
+4,179
14
$139M 1.02%
1,112,477
+60,187
15
$135M 0.99%
297,070
-4,544
16
$135M 0.99%
446,892
-245
17
$132M 0.97%
1,049,813
+190
18
$127M 0.93%
2,699,046
-337,270
19
$125M 0.92%
945,128
-4,458
20
$125M 0.91%
131,659
-17,419
21
$121M 0.89%
1,437,977
+58,687
22
$119M 0.87%
320,968
-7,252
23
$119M 0.87%
804,777
+8,997
24
$117M 0.86%
495,557
-3,272
25
$114M 0.83%
762,081
-13,554
1
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