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
$6.27B
AUM Growth
-$2.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$19M
3
+$17.1M
4
HRC
HILL-ROM HOLDINGS, INC.
HRC
+$14.3M
5
MCD icon
McDonald's
MCD
+$13.9M

Top Sells

1
+$38.3M
2
+$32.1M
3
+$26.9M
4
MSFT icon
Microsoft
MSFT
+$25.7M
5
HSIC icon
Henry Schein
HSIC
+$23.7M

Sector Composition

1 Technology 18.12%
2 Healthcare 16.03%
3 Industrials 14.27%
4 Financials 14.18%
5 Consumer Staples 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$298K ﹤0.01%
4,750
327
$291K ﹤0.01%
3,602
+155
328
$290K ﹤0.01%
1,022
-123
329
$282K ﹤0.01%
640
-138
330
$260K ﹤0.01%
5,600
-1,438
331
$253K ﹤0.01%
7,260
-400
332
$246K ﹤0.01%
1,608
-69
333
$243K ﹤0.01%
21,500
334
$241K ﹤0.01%
5,400
335
$232K ﹤0.01%
1,930
-1,450
336
$230K ﹤0.01%
3,397
+600
337
$223K ﹤0.01%
6,576
338
$223K ﹤0.01%
1,555
339
$222K ﹤0.01%
13,330
340
$213K ﹤0.01%
2,241
-1,200
341
$208K ﹤0.01%
2,243
342
$206K ﹤0.01%
6,120
-814
343
$205K ﹤0.01%
+1,076
344
$204K ﹤0.01%
1,419
-138
345
$200K ﹤0.01%
7,673
-100
346
$183K ﹤0.01%
43,861
-611,768
347
$177K ﹤0.01%
37,000
348
$159K ﹤0.01%
11,790
-285
349
$41K ﹤0.01%
71,771
350
– –
-2,102
12 13
14
15 16