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
$14B
AUM Growth
+$764M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$50M
2
+$46.8M
3
+$37.3M
4
KLAC icon
KLA
KLAC
+$37.1M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$34.8M

Top Sells

1
+$77.8M
2
+$64.6M
3
+$62.5M
4
OMC icon
Omnicom Group
OMC
+$26.6M
5
USB icon
US Bancorp
USB
+$24.5M

Sector Composition

1 Technology 22.34%
2 Financials 15.19%
3 Healthcare 14.9%
4 Industrials 14.61%
5 Consumer Discretionary 10.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$963K 0.01%
5,478
+2,030
277
$962K 0.01%
6,869
+163
278
$962K 0.01%
6,018
279
$961K 0.01%
4,568
-45,420
280
$920K 0.01%
15,297
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281
$884K 0.01%
16,895
-20
282
$884K 0.01%
1,646
283
$874K 0.01%
5,707
-3,480
284
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2,654
285
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15,882
286
$811K 0.01%
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287
$784K 0.01%
9,737
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288
$783K 0.01%
13,515
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289
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2,705
290
$776K 0.01%
14,311
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291
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1,606
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292
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293
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294
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8,360
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295
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296
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6,005
+180
297
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10,029
-1,745
298
$701K 0.01%
3,630
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299
$697K 0.01%
11,550
300
$696K 0.01%
5,530
-4,060
10 11
12
13 14