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
$12.2B
AUM Growth
+$607M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$43.4M
2
+$36.7M
3
+$33.3M
4
JLL icon
Jones Lang LaSalle
JLL
+$32.5M
5
NTRS icon
Northern Trust
NTRS
+$30.7M

Top Sells

1
+$22.2M
2
+$19.9M
3
+$17.7M
4
MSFT icon
Microsoft
MSFT
+$16.2M
5
LECO icon
Lincoln Electric
LECO
+$15.6M

Sector Composition

1 Technology 21.92%
2 Healthcare 16.83%
3 Industrials 15.22%
4 Financials 13.45%
5 Consumer Discretionary 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.72M 0.01%
14,481
-16
252
$1.72M 0.01%
7,606
-28,790
253
$1.71M 0.01%
3,646
+402
254
$1.66M 0.01%
3,627
-576
255
$1.61M 0.01%
19,083
-78
256
$1.57M 0.01%
8,387
+4,183
257
$1.57M 0.01%
19,346
+1,000
258
$1.56M 0.01%
7,675
259
$1.55M 0.01%
3
260
$1.55M 0.01%
30,984
261
$1.42M 0.01%
10,307
-150
262
$1.42M 0.01%
4,943
-370
263
$1.42M 0.01%
19,417
264
$1.35M 0.01%
3,365
-121
265
$1.34M 0.01%
14,813
-250
266
$1.25M 0.01%
17,044
-1,581
267
$1.24M 0.01%
5,467
+91
268
$1.21M 0.01%
30,307
-1,000
269
$1.21M 0.01%
42,191
+8,074
270
$1.17M 0.01%
2,631
271
$1.15M 0.01%
2,950
272
$1.12M 0.01%
8,468
273
$1.11M 0.01%
2,127
+195
274
$1.1M 0.01%
11,576
+3,258
275
$1.07M 0.01%
15,950
9 10
11
12 13