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
$13.2B
AUM Growth
-$380M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$53.8M
2
+$41.3M
3
+$40.4M
4
CVLT icon
Commault Systems
CVLT
+$34.6M
5
BMI icon
Badger Meter
BMI
+$32M

Top Sells

1
+$51.5M
2
+$32.3M
3
+$31M
4
TDC icon
Teradata
TDC
+$30.8M
5
TER icon
Teradyne
TER
+$27.4M

Sector Composition

1 Technology 24.85%
2 Industrials 15.21%
3 Financials 14.88%
4 Healthcare 13.51%
5 Consumer Discretionary 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VO icon
226
Vanguard Mid-Cap ETF
VO
$96.4B
$4.81M 0.04%
16,569
-159
ECL icon
227
Ecolab
ECL
$86.9B
$4.57M 0.03%
17,395
-30
VXF icon
228
Vanguard Extended Market ETF
VXF
$26.1B
$4.56M 0.03%
21,824
+20,797
ACI icon
229
Albertsons Companies
ACI
$9.2B
$4.51M 0.03%
262,636
CHTR icon
230
Charter Communications
CHTR
$29.7B
$4.38M 0.03%
20,983
-637
SPY icon
231
State Street SPDR S&P 500 ETF Trust
SPY
$699B
$4.31M 0.03%
6,318
CME icon
232
CME Group
CME
$115B
$3.95M 0.03%
14,449
-665
PYPL icon
233
PayPal
PYPL
$42.5B
$3.79M 0.03%
64,955
+2,130
MCO icon
234
Moody's
MCO
$84.7B
$3.63M 0.03%
7,100
-200
CTSH icon
235
Cognizant
CTSH
$30.8B
$3.58M 0.03%
43,092
+230
MA icon
236
Mastercard
MA
$461B
$3.49M 0.03%
6,109
-18
LLY icon
237
Eli Lilly
LLY
$992B
$3.44M 0.03%
3,201
-42
IWD icon
238
iShares Russell 1000 Value ETF
IWD
$70.6B
$3.08M 0.02%
14,638
MMM icon
239
3M
MMM
$87.1B
$3M 0.02%
18,759
-41
HON icon
240
Honeywell
HON
$155B
$2.8M 0.02%
14,365
-260
BAC icon
241
Bank of America
BAC
$359B
$2.69M 0.02%
48,820
-480
KO icon
242
Coca-Cola
KO
$351B
$2.58M 0.02%
36,964
-1,000
RY icon
243
Royal Bank of Canada
RY
$234B
$2.55M 0.02%
14,935
-235
PH icon
244
Parker-Hannifin
PH
$127B
$2.47M 0.02%
2,806
-144
NEE icon
245
NextEra Energy
NEE
$195B
$2.46M 0.02%
30,678
-884
DSI icon
246
iShares MSCI KLD 400 Social ETF
DSI
$5.04B
$2.45M 0.02%
19,003
VV icon
247
Vanguard Large-Cap ETF
VV
$47.4B
$2.41M 0.02%
7,645
BKR icon
248
Baker Hughes
BKR
$64.5B
$2.32M 0.02%
50,885
-114,365
BRK.A icon
249
Berkshire Hathaway Class A
BRK.A
$1.09T
$2.26M 0.02%
3
IVV icon
250
iShares Core S&P 500 ETF
IVV
$753B
$2.2M 0.02%
3,207
8 9
10
11 12