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
$6.22B
AUM Growth
-$194M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$15.2M
3
+$12.7M
4
HUBB icon
Hubbell
HUBB
+$11.8M
5
NTRS icon
Northern Trust
NTRS
+$9.69M

Top Sells

1
+$33.4M
2
+$25.6M
3
+$21M
4
IPGP icon
IPG Photonics
IPGP
+$19.7M
5
COHR
Coherent Inc
COHR
+$15.9M

Sector Composition

1 Financials 18.81%
2 Healthcare 15.97%
3 Technology 14.53%
4 Industrials 12.87%
5 Consumer Discretionary 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$597K 0.01%
13,330
-22,100
327
$585K 0.01%
+11,603
328
$561K 0.01%
11,711
+2,016
329
$557K 0.01%
16,010
+2,250
330
$541K 0.01%
10,352
+77
331
$540K 0.01%
6,922
332
$535K 0.01%
+10,014
333
$498K 0.01%
7,497
+2,297
334
$491K 0.01%
1,000
335
$474K 0.01%
14,011
-2,350
336
$472K 0.01%
2,708
-75
337
$464K 0.01%
3,432
338
$458K 0.01%
5,484
+1,133
339
$445K 0.01%
8,369
+850
340
$435K 0.01%
+3,987
341
$420K 0.01%
18,010
+8,000
342
$416K 0.01%
+6,373
343
$408K 0.01%
1,590
344
$397K 0.01%
7,457
-691
345
$382K 0.01%
6,278
+112
346
$369K 0.01%
44,400
-6,550
347
$358K 0.01%
3,000
-500
348
$352K 0.01%
4,727
349
$333K 0.01%
+12,002
350
$328K 0.01%
+3,000
12 13
14
15 16