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
$10.3B
AUM Growth
+$953M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$44.3M
2
+$34.2M
3
+$30.5M
4
CHE icon
Chemed
CHE
+$28.1M
5
IDA icon
Idacorp
IDA
+$24M

Top Sells

1
+$55.4M
2
+$43.4M
3
+$40.5M
4
MORN icon
Morningstar
MORN
+$28.9M
5
ADP icon
Automatic Data Processing
ADP
+$20.3M

Sector Composition

1 Technology 19.12%
2 Financials 16.07%
3 Healthcare 15.7%
4 Industrials 14.53%
5 Consumer Discretionary 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6.01M 0.06%
+24,250
227
$5.99M 0.06%
97,307
-475
228
$5.63M 0.05%
13,550
+255
229
$5.28M 0.05%
160,070
+38,390
230
$5.24M 0.05%
27,185
-9,295
231
$5.18M 0.05%
18,493
-250
232
$5.12M 0.05%
28,959
-45
233
$4.97M 0.05%
35,765
+1,860
234
$4.97M 0.05%
30,267
-515
235
$4.78M 0.05%
79,701
-4,142
236
$4.55M 0.04%
24,814
-2,950
237
$4.52M 0.04%
115,495
-787
238
$4.29M 0.04%
46,575
239
$4.21M 0.04%
34,255
240
$4.07M 0.04%
19,015
-200
241
$4M 0.04%
34,475
242
$3.94M 0.04%
42,475
-40,250
243
$3.94M 0.04%
64,189
+70
244
$3.55M 0.03%
16,209
-669
245
$3.15M 0.03%
83,130
246
$3.13M 0.03%
86,341
-275
247
$2.96M 0.03%
152,305
248
$2.95M 0.03%
35,166
-15,000
249
$2.82M 0.03%
26,087
250
$2.52M 0.02%
35,195
-7,000
8 9
10
11 12