BTW

Boston Trust Walden Portfolio holdings

AUM $13.6B
1-Year Est. Return 9.11%
This Quarter Est. Return
1 Year Est. Return
+9.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.22B
AUM Growth
-$194M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$15.2M
3
+$12.7M
4
HUBB icon
Hubbell
HUBB
+$11.8M
5
NTRS icon
Northern Trust
NTRS
+$9.69M

Top Sells

1
+$33.4M
2
+$25.6M
3
+$21M
4
IPGP icon
IPG Photonics
IPGP
+$19.7M
5
COHR
Coherent Inc
COHR
+$15.9M

Sector Composition

1 Financials 18.81%
2 Healthcare 15.97%
3 Technology 14.53%
4 Industrials 12.87%
5 Consumer Discretionary 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.4M 0.07%
+64,523
227
$4.38M 0.07%
56,085
+300
228
$4.34M 0.07%
33,527
+1,222
229
$4.21M 0.07%
147,662
+5,872
230
$4.13M 0.07%
32,313
+673
231
$4.08M 0.07%
30,712
+950
232
$3.99M 0.06%
49,870
-251
233
$3.95M 0.06%
65,225
+1,775
234
$3.77M 0.06%
50,399
+1,340
235
$3.62M 0.06%
81,090
-470,261
236
$3.56M 0.06%
27,544
237
$3.54M 0.06%
86,829
+3,625
238
$3.53M 0.06%
64,100
+2,000
239
$3.49M 0.06%
80,709
-675
240
$3.26M 0.05%
57,985
+17,785
241
$3.25M 0.05%
39,306
-1,649
242
$3.22M 0.05%
30,800
243
$3.19M 0.05%
44,000
244
$3.16M 0.05%
59,108
+19,660
245
$3.16M 0.05%
28,314
+39
246
$3.15M 0.05%
14,161
+700
247
$3.1M 0.05%
97,224
+2,789
248
$3.08M 0.05%
+21,848
249
$3.08M 0.05%
25,275
-17,565
250
$3.02M 0.05%
37,300
8 9
10
11 12