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
$12.2B
AUM Growth
+$607M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$43.4M
2
+$36.7M
3
+$33.3M
4
JLL icon
Jones Lang LaSalle
JLL
+$32.5M
5
NTRS icon
Northern Trust
NTRS
+$30.7M

Top Sells

1
+$22.2M
2
+$19.9M
3
+$17.7M
4
MSFT icon
Microsoft
MSFT
+$16.2M
5
LECO icon
Lincoln Electric
LECO
+$15.6M

Sector Composition

1 Technology 21.92%
2 Healthcare 16.83%
3 Industrials 15.22%
4 Financials 13.45%
5 Consumer Discretionary 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.06M 0.01%
1,473
277
$1.05M 0.01%
2,414
-44
278
$1.05M 0.01%
13,282
-1,300
279
$981K 0.01%
10,984
-880
280
$943K 0.01%
3,334
281
$926K 0.01%
14,487
+754
282
$910K 0.01%
12,474
+160
283
$903K 0.01%
3,448
-375
284
$898K 0.01%
10,332
+402
285
$820K 0.01%
1,186
286
$819K 0.01%
15,630
+978
287
$805K 0.01%
11,456
-10,052
288
$753K 0.01%
17,020
-3,275
289
$743K 0.01%
5,893
290
$735K 0.01%
3,480
-250
291
$733K 0.01%
4,513
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292
$716K 0.01%
11,550
-5,050
293
$705K 0.01%
1,650
-20
294
$697K 0.01%
3,559
+30
295
$695K 0.01%
3,750
+50
296
$686K 0.01%
1,506
297
$682K 0.01%
20,007
+1,657
298
$672K 0.01%
7,500
299
$659K 0.01%
2,705
300
$605K 0.01%
11,181
10 11
12
13 14