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
$10.3B
AUM Growth
+$953M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$44.3M
2
+$34.2M
3
+$30.5M
4
CHE icon
Chemed
CHE
+$28.1M
5
IDA icon
Idacorp
IDA
+$24M

Top Sells

1
+$55.4M
2
+$43.4M
3
+$40.5M
4
MORN icon
Morningstar
MORN
+$28.9M
5
ADP icon
Automatic Data Processing
ADP
+$20.3M

Sector Composition

1 Technology 19.12%
2 Financials 16.07%
3 Healthcare 15.7%
4 Industrials 14.53%
5 Consumer Discretionary 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$411K ﹤0.01%
4,225
327
$408K ﹤0.01%
1,277
328
$402K ﹤0.01%
7,673
329
$402K ﹤0.01%
4,567
+827
330
$392K ﹤0.01%
10,150
-1,852
331
$375K ﹤0.01%
5,480
-50
332
$361K ﹤0.01%
6,071
-239
333
$353K ﹤0.01%
1,434
-135
334
$348K ﹤0.01%
3,608
-200
335
$343K ﹤0.01%
5,270
336
$339K ﹤0.01%
1,555
337
$332K ﹤0.01%
2,210
338
$326K ﹤0.01%
11,000
339
$323K ﹤0.01%
10,053
+1,692
340
$322K ﹤0.01%
21,500
341
$317K ﹤0.01%
3,016
342
$316K ﹤0.01%
8,093
343
$313K ﹤0.01%
9,225
-1,633,036
344
$304K ﹤0.01%
1,437
345
$303K ﹤0.01%
5,677
-2,500
346
$301K ﹤0.01%
1,930
347
$280K ﹤0.01%
3,600
348
$276K ﹤0.01%
1,075
349
$272K ﹤0.01%
1,200
350
$268K ﹤0.01%
5,400
12 13
14
15 16