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
$6.34B
AUM Growth
+$277M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$16.6M
3
+$14.6M
4
PRXL
Parexel International Corp
PRXL
+$8.09M
5
WASH icon
Washington Trust Bancorp
WASH
+$6.9M

Top Sells

1
+$24.5M
2
+$9.98M
3
+$9.92M
4
UNF icon
Unifirst Corp
UNF
+$9.73M
5
DCOM
Dime Community Bancshares
DCOM
+$9.45M

Sector Composition

1 Financials 18.84%
2 Technology 14.39%
3 Healthcare 14.35%
4 Industrials 13.76%
5 Consumer Discretionary 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$367K 0.01%
1,000
327
$356K 0.01%
3,290
328
$350K 0.01%
1,506
329
$347K 0.01%
7,184
330
$339K 0.01%
11,340
-60
331
$339K 0.01%
2,425
332
$336K 0.01%
8,199
-200
333
$329K 0.01%
3,188
-12
334
$327K 0.01%
+4,727
335
$318K 0.01%
2,767
336
$299K ﹤0.01%
3,930
-93,923
337
$276K ﹤0.01%
+4,713
338
$276K ﹤0.01%
6,022
-578
339
$269K ﹤0.01%
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340
$268K ﹤0.01%
8,193
341
$251K ﹤0.01%
2,871
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342
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5,275
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343
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3,515
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344
$221K ﹤0.01%
1,576
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345
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3,634
+319
346
$209K ﹤0.01%
6,177
-309
347
$164K ﹤0.01%
10,000
348
– –
-25,561
349
– –
-37,075
350
– –
-48,227
11 12 13
14
15