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
$11.3B
AUM Growth
+$45.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$124M
2
+$37.2M
3
+$21.9M
4
ICUI icon
ICU Medical
ICUI
+$20.3M
5
DCI icon
Donaldson
DCI
+$20.2M

Top Sells

1
+$138M
2
+$49M
3
+$25.3M
4
HSY icon
Hershey
HSY
+$22.9M
5
JWN
Nordstrom
JWN
+$21.8M

Sector Composition

1 Technology 19.94%
2 Financials 17.19%
3 Healthcare 15.28%
4 Industrials 13.53%
5 Consumer Discretionary 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.11M 0.01%
+6,109
277
$1.08M 0.01%
18,252
+667
278
$1.07M 0.01%
15,950
279
$1.06M 0.01%
12,375
-30,100
280
$1.02M 0.01%
15,500
+425
281
$1.02M 0.01%
15,908
+2,620
282
$998K 0.01%
4,318
283
$939K 0.01%
14,010
284
$938K 0.01%
16,128
+2,850
285
$933K 0.01%
7,024
+131
286
$926K 0.01%
3,150
287
$923K 0.01%
19,230
+1,100
288
$891K 0.01%
3,069
+360
289
$867K 0.01%
3,100
290
$860K 0.01%
16,076
+155
291
$852K 0.01%
12,168
-702
292
$851K 0.01%
3,868
293
$838K 0.01%
8,783
+140
294
$834K 0.01%
3,811
+21
295
$813K 0.01%
9,923
+323
296
$799K 0.01%
1,791
+185
297
$792K 0.01%
1,308
+8
298
$780K 0.01%
12,801
+856
299
$777K 0.01%
3,529
+29
300
$768K 0.01%
12,389
+214
10 11
12
13 14