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
$10.3B
AUM Growth
+$953M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$44.3M
2
+$34.2M
3
+$30.5M
4
CHE icon
Chemed
CHE
+$28.1M
5
IDA icon
Idacorp
IDA
+$24M

Top Sells

1
+$55.4M
2
+$43.4M
3
+$40.5M
4
MORN icon
Morningstar
MORN
+$28.9M
5
ADP icon
Automatic Data Processing
ADP
+$20.3M

Sector Composition

1 Technology 19.12%
2 Financials 16.07%
3 Healthcare 15.7%
4 Industrials 14.53%
5 Consumer Discretionary 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.12M 0.01%
14,010
277
$1.1M 0.01%
15,950
278
$1.09M 0.01%
4,944
+1,475
279
$1.09M 0.01%
13,370
-500
280
$1.05M 0.01%
2,652
+200
281
$990K 0.01%
6,604
+125
282
$985K 0.01%
3,868
-75
283
$983K 0.01%
15,075
-115
284
$978K 0.01%
3,100
285
$935K 0.01%
6,172
286
$929K 0.01%
7,296
-1,732
287
$928K 0.01%
4,167
288
$901K 0.01%
8,331
+2,661
289
$862K 0.01%
13,178
-20
290
$862K 0.01%
15,268
+4,691
291
$836K 0.01%
3,150
292
$807K 0.01%
14,391
+5,086
293
$807K 0.01%
4,318
-100
294
$803K 0.01%
9,768
+2,000
295
$796K 0.01%
3,605
-5,103
296
$783K 0.01%
13,378
297
$729K 0.01%
12,020
298
$719K 0.01%
15,510
299
$709K 0.01%
3,500
300
$684K 0.01%
7,833
+3,558
10 11
12
13 14