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
$6.27B
AUM Growth
-$2.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$22.4M
3
+$22.4M
4
MCD icon
McDonald's
MCD
+$16.6M
5
STAG icon
STAG Industrial
STAG
+$16.1M

Top Sells

1
+$49.2M
2
+$44.3M
3
+$35M
4
HSIC icon
Henry Schein
HSIC
+$29.8M
5
JPM icon
JPMorgan Chase
JPM
+$28.8M

Sector Composition

1 Technology 18.12%
2 Healthcare 16.03%
3 Industrials 14.27%
4 Financials 14.18%
5 Consumer Staples 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.05M 0.02%
18,919
-3,840
277
$1.01M 0.02%
9,507
-3,356
278
$994K 0.02%
11,553
-1,075
279
$868K 0.01%
4,105
280
$859K 0.01%
27,854
-1,039,460
281
$759K 0.01%
5,202
-1,295
282
$758K 0.01%
14,010
-1,267
283
$744K 0.01%
17,200
-600
284
$743K 0.01%
4,456
-149
285
$725K 0.01%
14,896
-90
286
$717K 0.01%
15,662
-1,107
287
$716K 0.01%
5,159
-90
288
$713K 0.01%
5,531
-4,700
289
$682K 0.01%
7,338
290
$665K 0.01%
3,691
-835
291
$644K 0.01%
15,190
-1,750
292
$641K 0.01%
1,312
-13
293
$634K 0.01%
2,452
-4
294
$630K 0.01%
12,578
-419
295
$626K 0.01%
4,150
-27
296
$622K 0.01%
29,319
-8,312
297
$620K 0.01%
7,550
298
$619K 0.01%
15,649
-1,344
299
$576K 0.01%
10,124
300
$560K 0.01%
42,800
-1,700
10 11
12
13 14