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
$11.3B
AUM Growth
+$45.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$124M
2
+$37.2M
3
+$21.9M
4
ICUI icon
ICU Medical
ICUI
+$20.3M
5
DCI icon
Donaldson
DCI
+$20.2M

Top Sells

1
+$138M
2
+$49M
3
+$25.3M
4
HSY icon
Hershey
HSY
+$22.9M
5
JWN
Nordstrom
JWN
+$21.8M

Sector Composition

1 Technology 19.94%
2 Financials 17.19%
3 Healthcare 15.28%
4 Industrials 13.53%
5 Consumer Discretionary 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6.09M 0.05%
166,330
+7,800
227
$5.77M 0.05%
91,755
-3,973
228
$5.74M 0.05%
15,240
-40
229
$5.73M 0.05%
34,860
+2,380
230
$5.63M 0.05%
29,457
-475
231
$5.5M 0.05%
33,220
+170
232
$5.49M 0.05%
44,290
+475
233
$5.4M 0.05%
18,421
-72
234
$5.17M 0.05%
24,733
+227
235
$4.98M 0.04%
+13,800
236
$4.94M 0.04%
28,168
+27,025
237
$4.86M 0.04%
33,450
+2,000
238
$4.76M 0.04%
41,200
+5,915
239
$4.66M 0.04%
46,800
+225
240
$4.65M 0.04%
34,455
+200
241
$4.36M 0.04%
20,915
-150
242
$3.63M 0.03%
84,428
-1,646
243
$3.58M 0.03%
62,517
-13,188
244
$3.1M 0.03%
36,561
+1,209
245
$2.95M 0.03%
39,725
+1,445
246
$2.86M 0.03%
83,230
+100
247
$2.86M 0.03%
26,486
+100
248
$2.83M 0.03%
35,195
249
$2.62M 0.02%
49,872
+56
250
$2.31M 0.02%
17,878
+2,078
8 9
10
11 12