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
251
$2.21M 0.02%
5,191
-80
252
$2.19M 0.02%
6,285
-10
253
$2.17M 0.02%
85,000
254
$2.06M 0.02%
4,794
255
$2.03M 0.02%
32,400
256
$2M 0.02%
173,032
257
$2M 0.02%
24,074
258
$1.95M 0.02%
45,916
-12,947
259
$1.94M 0.02%
36,230
260
$1.81M 0.02%
23,036
-610
261
$1.77M 0.02%
18,796
+610
262
$1.65M 0.01%
7,225
263
$1.65M 0.01%
4
264
$1.63M 0.01%
7,319
+118
265
$1.53M 0.01%
42,000
266
$1.52M 0.01%
19,417
+200
267
$1.44M 0.01%
21,900
268
$1.33M 0.01%
6,365
-31,450
269
$1.3M 0.01%
5,451
+5
270
$1.28M 0.01%
5,419
271
$1.23M 0.01%
7,847
272
$1.2M 0.01%
20,443
+95
273
$1.15M 0.01%
56,494
-4,505
274
$1.13M 0.01%
2,631
-21
275
$1.12M 0.01%
4,347
-150
9 10
11
12 13