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
$14B
AUM Growth
+$333M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$25.1M
2
+$25M
3
+$23.3M
4
AYI icon
Acuity Brands
AYI
+$22.6M
5
ZBH icon
Zimmer Biomet
ZBH
+$20.8M

Top Sells

1
+$34.6M
2
+$33.8M
3
+$28.8M
4
ADI icon
Analog Devices
ADI
+$26M
5
TTC icon
Toro Company
TTC
+$24.7M

Sector Composition

1 Technology 24.83%
2 Financials 17.15%
3 Industrials 14.26%
4 Healthcare 12.8%
5 Consumer Discretionary 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$565M 4.03%
1,136,495
-45,614
2
$360M 2.57%
1,755,454
-49,142
3
$277M 1.98%
955,538
-58,067
4
$220M 1.57%
1,249,552
-88,195
5
$196M 1.4%
2,825,916
+203,957
6
$195M 1.39%
550,016
-96,930
7
$189M 1.35%
1,066,466
-17,719
8
$166M 1.18%
1,060,270
-79,333
9
$163M 1.16%
1,137,864
+88,051
10
$162M 1.15%
541,631
+9,709
11
$155M 1.11%
1,014,444
-77,559
12
$153M 1.09%
497,530
-14,462
13
$153M 1.09%
965,386
+185,374
14
$151M 1.07%
368,660
+67,686
15
$141M 1.01%
1,100,356
-12,121
16
$133M 0.95%
297,512
+442
17
$128M 0.92%
129,590
-2,069
18
$128M 0.91%
518,722
+5,193
19
$126M 0.9%
577,772
-10,370
20
$124M 0.89%
833,789
+29,012
21
$123M 0.88%
1,369,674
+44,195
22
$123M 0.87%
309,835
-11,133
23
$123M 0.87%
965,652
+20,524
24
$121M 0.86%
416,817
-30,075
25
$120M 0.86%
247,434
+1,083
1
2 3 4 5