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
$10.1B
AUM Growth
-$488M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$42.1M
2
+$25.6M
3
+$20.6M
4
IEX icon
IDEX
IEX
+$16.9M
5
UMBF icon
UMB Financial
UMBF
+$15.3M

Top Sells

1
+$33.1M
2
+$29.3M
3
+$23.6M
4
ENSG icon
The Ensign Group
ENSG
+$23.2M
5
CHD icon
Church & Dwight Co
CHD
+$21.8M

Sector Composition

1 Technology 19.09%
2 Healthcare 16.43%
3 Financials 16.32%
4 Industrials 15.03%
5 Consumer Discretionary 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$901K 0.01%
1,308
277
$877K 0.01%
10,868
278
$863K 0.01%
15,746
279
$841K 0.01%
19,312
280
$831K 0.01%
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-50
281
$827K 0.01%
4,401
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282
$820K 0.01%
18,470
+1,000
283
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3,529
-1
284
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285
$708K 0.01%
1,506
-2
286
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25,042
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287
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288
$640K 0.01%
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289
$633K 0.01%
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290
$627K 0.01%
9,405
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291
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5,695
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292
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293
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294
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1,670
295
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-200
296
$566K 0.01%
8,859
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297
$551K 0.01%
5,893
298
$544K 0.01%
14,581
+791
299
$534K 0.01%
2,705
300
$498K ﹤0.01%
32,458
-6,491
10 11
12
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