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
$10.1B
AUM Growth
-$488M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$42.1M
2
+$25.6M
3
+$20.6M
4
IEX icon
IDEX
IEX
+$16.9M
5
UMBF icon
UMB Financial
UMBF
+$15.3M

Top Sells

1
+$33.1M
2
+$29.3M
3
+$23.6M
4
ENSG icon
The Ensign Group
ENSG
+$23.2M
5
CHD icon
Church & Dwight Co
CHD
+$21.8M

Sector Composition

1 Technology 19.09%
2 Healthcare 16.43%
3 Financials 16.32%
4 Industrials 15.03%
5 Consumer Discretionary 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.01M 0.05%
12,943
-1,694
227
$4.81M 0.05%
63,928
+250
228
$4.77M 0.05%
+79,530
229
$4.67M 0.05%
17,328
-8
230
$4.67M 0.05%
24,896
-16,482
231
$4.61M 0.05%
26,207
+209
232
$4.46M 0.04%
41,300
+425
233
$4.26M 0.04%
25,501
-15,295
234
$4.23M 0.04%
73,610
+4,970
235
$3.89M 0.04%
88,989
+1,445
236
$3.71M 0.04%
23,712
-4
237
$3.34M 0.03%
35,435
-5,071
238
$3.28M 0.03%
24,455
-450
239
$2.96M 0.03%
36,380
-700
240
$2.84M 0.03%
19,639
-1,544
241
$2.67M 0.03%
94,205
-37,663
242
$2.52M 0.03%
7,066
-50
243
$2.41M 0.02%
43,100
-150
244
$2.37M 0.02%
14,391
-577
245
$2.36M 0.02%
21,334
-5,253
246
$2.33M 0.02%
29,661
-1,056
247
$2.26M 0.02%
+17,798
248
$2.19M 0.02%
32,400
249
$2.19M 0.02%
19,455
+1,258
250
$2.15M 0.02%
19,036
8 9
10
11 12