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
251
$2.89M 0.05%
21,819
-192
252
$2.86M 0.05%
18,668
+50
253
$2.83M 0.05%
25,100
+75
254
$2.78M 0.04%
+22,338
255
$2.75M 0.04%
48,379
+369
256
$2.68M 0.04%
33,670
+225
257
$2.65M 0.04%
15,413
+675
258
$2.57M 0.04%
176,325
+49,260
259
$2.51M 0.04%
51,660
-8,854
260
$2.5M 0.04%
45,300
+6,110
261
$2.39M 0.04%
95,892
262
$2.33M 0.04%
52,020
+2,918
263
$2.28M 0.04%
69,330
+4,920
264
$2.28M 0.04%
54,040
-3,350
265
$2.27M 0.04%
65,000
+2,000
266
$2.25M 0.04%
81,662
-6,315
267
$2.24M 0.04%
28,745
-50
268
$2.14M 0.03%
129,550
269
$2.12M 0.03%
22,648
+309
270
$2.1M 0.03%
18,900
271
$2.04M 0.03%
15,300
-50
272
$2.02M 0.03%
25,300
+8,000
273
$1.96M 0.03%
62,966
+2,188
274
$1.89M 0.03%
26,112
+3,750
275
$1.89M 0.03%
17,744
+1,205
9 10
11
12 13