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
251
$2.43M 0.02%
46,066
-750
252
$2.41M 0.02%
18,800
-125
253
$2.32M 0.02%
13,123
-38,183
254
$2.31M 0.02%
44,185
255
$2.17M 0.02%
5,486
-13
256
$2.17M 0.02%
6,086
257
$2.15M 0.02%
8,730
-50
258
$2.11M 0.02%
15,925
+571
259
$2.06M 0.02%
32,400
260
$2.02M 0.02%
173,032
-17,236
261
$1.87M 0.02%
24,474
262
$1.78M 0.02%
19,100
-11,275
263
$1.77M 0.02%
5,026
264
$1.54M 0.02%
20,432
+760
265
$1.54M 0.01%
4
266
$1.46M 0.01%
5,446
267
$1.43M 0.01%
7,225
268
$1.42M 0.01%
19,217
269
$1.38M 0.01%
21,900
270
$1.36M 0.01%
59,610
-3,904
271
$1.22M 0.01%
31,454
+3,792
272
$1.19M 0.01%
42,000
273
$1.19M 0.01%
20,348
274
$1.14M 0.01%
5,531
275
$1.13M 0.01%
17,885
9 10
11
12 13