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
$6.22B
AUM Growth
-$194M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$15.2M
3
+$12.7M
4
HUBB icon
Hubbell
HUBB
+$11.8M
5
NTRS icon
Northern Trust
NTRS
+$9.69M

Top Sells

1
+$33.4M
2
+$25.6M
3
+$21M
4
IPGP icon
IPG Photonics
IPGP
+$19.7M
5
COHR
Coherent Inc
COHR
+$15.9M

Sector Composition

1 Financials 18.81%
2 Healthcare 15.97%
3 Technology 14.53%
4 Industrials 12.87%
5 Consumer Discretionary 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$910K 0.01%
22,024
+4,561
302
$872K 0.01%
14,215
+1,102
303
$839K 0.01%
17,340
+4,220
304
$834K 0.01%
48,599
-33,993
305
$801K 0.01%
12,274
-426
306
$786K 0.01%
24,177
-17,360
307
$785K 0.01%
3,247
+1,990
308
$764K 0.01%
3
309
$753K 0.01%
2,774
+55
310
$747K 0.01%
3,775
311
$729K 0.01%
30,054
+8,234
312
$729K 0.01%
4,500
313
$726K 0.01%
4,808
+1,252
314
$723K 0.01%
6,207
+1,773
315
$691K 0.01%
9,238
+2,177
316
$690K 0.01%
8,385
+603
317
$671K 0.01%
+4,593
318
$667K 0.01%
6,911
+64
319
$662K 0.01%
2,719
+1,399
320
$650K 0.01%
5,341
+2,051
321
$635K 0.01%
5,227
+1,400
322
$634K 0.01%
11,682
+2,974
323
$627K 0.01%
3,925
+1,500
324
$602K 0.01%
17,188
+5,200
325
$598K 0.01%
7,412
+2,200
11 12
13
14 15