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
$6.27B
AUM Growth
-$2.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$19M
3
+$17.1M
4
HRC
HILL-ROM HOLDINGS, INC.
HRC
+$14.3M
5
MCD icon
McDonald's
MCD
+$13.9M

Top Sells

1
+$38.3M
2
+$32.1M
3
+$26.9M
4
MSFT icon
Microsoft
MSFT
+$25.7M
5
HSIC icon
Henry Schein
HSIC
+$23.7M

Sector Composition

1 Technology 18.12%
2 Healthcare 16.03%
3 Industrials 14.27%
4 Financials 14.18%
5 Consumer Staples 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.43M 0.07%
56,160
-2,539
227
$4.18M 0.07%
29,964
-200
228
$4.17M 0.07%
35,401
-1,892
229
$4.16M 0.07%
90,488
-32,142
230
$4.16M 0.07%
138,382
+1,550
231
$4.14M 0.07%
17,504
-6,287
232
$4.14M 0.07%
23,930
-9,135
233
$4.09M 0.07%
121,908
-12,886
234
$4.06M 0.06%
191,761
+6,195
235
$4.03M 0.06%
17,334
+1,150
236
$3.89M 0.06%
39,940
+18,580
237
$3.73M 0.06%
33,730
-1,517
238
$3.65M 0.06%
28,537
-926
239
$3.52M 0.06%
18,846
-259
240
$3.25M 0.05%
61,019
-504,510
241
$3.13M 0.05%
21,289
+775
242
$3.1M 0.05%
103,195
+2,879
243
$3.02M 0.05%
54,409
-4,000
244
$2.97M 0.05%
19,048
-5,685
245
$2.87M 0.05%
46,575
246
$2.83M 0.05%
78,780
-2,547
247
$2.83M 0.05%
91,225
-5,690
248
$2.78M 0.04%
13,724
-122
249
$2.73M 0.04%
35,200
250
$2.73M 0.04%
29,211
-7,735
8 9
10
11 12