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
$10.3B
AUM Growth
+$953M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$44.3M
2
+$34.2M
3
+$30.5M
4
CHE icon
Chemed
CHE
+$28.1M
5
IDA icon
Idacorp
IDA
+$24M

Top Sells

1
+$55.4M
2
+$43.4M
3
+$40.5M
4
MORN icon
Morningstar
MORN
+$28.9M
5
ADP icon
Automatic Data Processing
ADP
+$20.3M

Sector Composition

1 Technology 19.12%
2 Financials 16.07%
3 Healthcare 15.7%
4 Industrials 14.53%
5 Consumer Discretionary 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$671K 0.01%
9,800
302
$651K 0.01%
6,856
303
$650K 0.01%
10,346
304
$635K 0.01%
12,936
-24
305
$626K 0.01%
8,326
306
$624K 0.01%
11,362
307
$615K 0.01%
1,300
308
$608K 0.01%
9,725
309
$605K 0.01%
2,705
-527
310
$603K 0.01%
17,880
+550
311
$602K 0.01%
13,302
+1,632
312
$601K 0.01%
7,653
+2,876
313
$559K 0.01%
1,386
-1,025
314
$553K 0.01%
8,900
315
$551K 0.01%
4,527
316
$542K 0.01%
6,421
317
$537K 0.01%
10,700
318
$515K 0.01%
6,247
-2,900
319
$487K ﹤0.01%
1,506
320
$476K ﹤0.01%
65,700
+2,800
321
$471K ﹤0.01%
625
322
$471K ﹤0.01%
1,033
323
$435K ﹤0.01%
10,302
324
$427K ﹤0.01%
5,500
325
$416K ﹤0.01%
1,714
+260
11 12
13
14 15