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
$6.22B
AUM Growth
-$194M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$15.1M
3
+$14.8M
4
HUBB icon
Hubbell
HUBB
+$12.1M
5
NTRS icon
Northern Trust
NTRS
+$8.96M

Top Sells

1
+$31.3M
2
+$26.8M
3
+$21.9M
4
IPGP icon
IPG Photonics
IPGP
+$18.2M
5
COHR
Coherent Inc
COHR
+$16.3M

Sector Composition

1 Financials 18.81%
2 Healthcare 15.97%
3 Technology 14.53%
4 Industrials 12.87%
5 Consumer Discretionary 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.86M 0.03%
24,202
+2,431
277
$1.85M 0.03%
30,240
+350
278
$1.83M 0.03%
100,075
-1,900
279
$1.75M 0.03%
32,587
+600
280
$1.75M 0.03%
27,341
-11,964
281
$1.7M 0.03%
26,277
+4,550
282
$1.62M 0.03%
20,732
283
$1.6M 0.03%
40,500
284
$1.6M 0.03%
31,062
285
$1.55M 0.02%
+24,922
286
$1.49M 0.02%
80,572
+632
287
$1.48M 0.02%
22,160
288
$1.47M 0.02%
15,400
289
$1.46M 0.02%
26,400
+3,114
290
$1.44M 0.02%
10,466
291
$1.43M 0.02%
27,223
292
$1.4M 0.02%
27,966
293
$1.15M 0.02%
31,500
-375
294
$1.12M 0.02%
8,592
+2,396
295
$1.09M 0.02%
19,490
-255
296
$1.02M 0.02%
12,275
+3,500
297
$1.01M 0.02%
40,071
-22,275
298
$1M 0.02%
22,600
-1,050
299
$1M 0.02%
7,090
+392
300
$962K 0.02%
12,402
+166
10 11
12
13 14