BTW

Boston Trust Walden Portfolio holdings

AUM $13.2B
1-Year Est. Return 11.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.8%
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
+$60.8M
2
+$26.5M
3
+$21.6M
4
IEX icon
IDEX
IEX
+$17M
5
UMBF icon
UMB Financial
UMBF
+$16.4M

Top Sells

1
+$37.4M
2
+$32.6M
3
+$26.3M
4
BRO icon
Brown & Brown
BRO
+$24.5M
5
ENSG icon
The Ensign Group
ENSG
+$24.2M

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
251
$1.97M 0.02%
15,321
-1,420
252
$1.93M 0.02%
27,145
253
$1.86M 0.02%
6,526
254
$1.75M 0.02%
32,686
255
$1.66M 0.02%
9,243
+85
256
$1.63M 0.02%
4
257
$1.36M 0.01%
15,838
-20,665
258
$1.33M 0.01%
44,066
-3,974
259
$1.28M 0.01%
21,058
-10,550
260
$1.25M 0.01%
41,500
-500
261
$1.23M 0.01%
18,356
262
$1.21M 0.01%
19,417
263
$1.2M 0.01%
8,117
+878
264
$1.14M 0.01%
3,727
-705
265
$1.13M 0.01%
5,382
266
$1.1M 0.01%
14,595
-1,950
267
$1.09M 0.01%
15,337
+1,391
268
$1.08M 0.01%
3,334
269
$1.06M 0.01%
15,950
270
$1.05M 0.01%
3,969
271
$1.05M 0.01%
7,732
272
$1.02M 0.01%
3,326
-32,339
273
$967K 0.01%
15,775
274
$944K 0.01%
2,631
275
$943K 0.01%
18,930
9 10
11
12 13