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
$11.3B
AUM Growth
+$45.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$124M
2
+$37.2M
3
+$21.9M
4
ICUI icon
ICU Medical
ICUI
+$20.3M
5
DCI icon
Donaldson
DCI
+$20.2M

Top Sells

1
+$138M
2
+$49M
3
+$25.3M
4
HSY icon
Hershey
HSY
+$22.9M
5
JWN
Nordstrom
JWN
+$21.8M

Sector Composition

1 Technology 19.94%
2 Financials 17.19%
3 Healthcare 15.28%
4 Industrials 13.53%
5 Consumer Discretionary 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$752K 0.01%
15,510
302
$740K 0.01%
13,645
+2,006
303
$698K 0.01%
15,033
+231
304
$690K 0.01%
3,880
305
$688K 0.01%
9,800
306
$654K 0.01%
2,705
307
$639K 0.01%
5,893
+15
308
$639K 0.01%
9,592
+229
309
$630K 0.01%
1,102
+69
310
$596K 0.01%
4,527
311
$594K 0.01%
9,650
-75
312
$592K 0.01%
17,532
+679
313
$590K 0.01%
4,800
-56
314
$572K 0.01%
21,537
-1,400
315
$550K ﹤0.01%
10,624
+247
316
$542K ﹤0.01%
1,506
317
$535K ﹤0.01%
11,362
318
$525K ﹤0.01%
6,984
+17
319
$524K ﹤0.01%
625
320
$522K ﹤0.01%
10,700
321
$516K ﹤0.01%
6,421
322
$515K ﹤0.01%
6,247
323
$513K ﹤0.01%
1,833
324
$507K ﹤0.01%
25,000
325
$503K ﹤0.01%
71,700
11 12
13
14 15