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
251
$2.51M 0.04%
87,330
+14,000
252
$2.41M 0.04%
7,582
+862
253
$2.35M 0.04%
128,776
+200
254
$2.24M 0.04%
39,780
+325
255
$2.16M 0.03%
177,380
256
$2.07M 0.03%
46,727
-400
257
$2.04M 0.03%
39,577
-5,654
258
$1.97M 0.03%
37,289
-6,925
259
$1.96M 0.03%
25,754
-1,979
260
$1.84M 0.03%
16,930
-29
261
$1.75M 0.03%
215,968
262
$1.67M 0.03%
32,400
263
$1.64M 0.03%
74,523
-2,584
264
$1.57M 0.03%
6,518
-150
265
$1.55M 0.02%
19,325
266
$1.5M 0.02%
27,462
+2,962
267
$1.49M 0.02%
5,763
+250
268
$1.28M 0.02%
29,648
+23,069
269
$1.24M 0.02%
20,660
-2,052
270
$1.21M 0.02%
22,616
-7,794
271
$1.18M 0.02%
4,820
-681
272
$1.15M 0.02%
27,992
-5,400
273
$1.14M 0.02%
5,925
274
$1.09M 0.02%
16,123
-2,346
275
$1.09M 0.02%
4
9 10
11
12 13