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
$10.1B
AUM Growth
-$488M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$60.8M
2
+$26.5M
3
+$21.6M
4
IEX icon
IDEX
IEX
+$17M
5
UMBF icon
UMB Financial
UMBF
+$16.4M

Top Sells

1
+$37.4M
2
+$32.6M
3
+$26.3M
4
BRO icon
Brown & Brown
BRO
+$24.5M
5
ENSG icon
The Ensign Group
ENSG
+$24.2M

Sector Composition

1 Technology 19.09%
2 Healthcare 16.43%
3 Financials 16.32%
4 Industrials 15.03%
5 Consumer Discretionary 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$492K ﹤0.01%
2,477
+144
302
$491K ﹤0.01%
25,000
303
$479K ﹤0.01%
21,537
304
$474K ﹤0.01%
861
305
$471K ﹤0.01%
4,527
306
$468K ﹤0.01%
3,868
307
$453K ﹤0.01%
11,261
+5,552
308
$446K ﹤0.01%
1,670
+343
309
$433K ﹤0.01%
11,181
310
$425K ﹤0.01%
16,400
+1,000
311
$421K ﹤0.01%
10,919
+430
312
$419K ﹤0.01%
14,010
313
$411K ﹤0.01%
11,551
314
$403K ﹤0.01%
5,614
+309
315
$395K ﹤0.01%
8,004
316
$381K ﹤0.01%
7,071
317
$375K ﹤0.01%
1,833
318
$357K ﹤0.01%
2,328
319
$347K ﹤0.01%
2,411
+160
320
$338K ﹤0.01%
3,634
+351
321
$336K ﹤0.01%
1,200
322
$336K ﹤0.01%
5,500
323
$333K ﹤0.01%
4,225
324
$329K ﹤0.01%
2,106
-343
325
$321K ﹤0.01%
1,110
11 12
13
14 15