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
$8.03B
AUM Growth
+$623M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$32.2M
2
+$31.5M
3
+$26.9M
4
AKAM icon
Akamai
AKAM
+$24.8M
5
EA icon
Electronic Arts
EA
+$23.3M

Top Sells

1
+$57.5M
2
+$30.7M
3
+$19.1M
4
CHE icon
Chemed
CHE
+$16.9M
5
SAM icon
Boston Beer
SAM
+$16.6M

Sector Composition

1 Technology 19.75%
2 Healthcare 16.06%
3 Industrials 14.43%
4 Financials 12.73%
5 Consumer Discretionary 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$638K 0.01%
4,310
-99
302
$627K 0.01%
7,550
303
$605K 0.01%
3,232
304
$602K 0.01%
17,330
305
$594K 0.01%
3,500
-191
306
$579K 0.01%
9,800
+1,850
307
$565K 0.01%
15,510
-240
308
$552K 0.01%
11,835
-39
309
$550K 0.01%
3,119
310
$530K 0.01%
12,960
-71
311
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6,421
-79
312
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4,600
313
$483K 0.01%
8,900
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314
$475K 0.01%
1,506
-40
315
$470K 0.01%
4,527
316
$459K 0.01%
12,002
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317
$458K 0.01%
7,849
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318
$454K 0.01%
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319
$434K 0.01%
10,700
+1,000
320
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983
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321
$424K 0.01%
7,326
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322
$410K 0.01%
1,508
323
$408K 0.01%
13,128
+100
324
$408K 0.01%
11,362
325
$383K ﹤0.01%
6,310
11 12
13
14 15